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INTEGRATED FINANCIAL STRATEGIES, LLC

Company Details

Name: INTEGRATED FINANCIAL STRATEGIES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Nov 2006 (18 years ago) (Companies founded in November 2006)
Entity Number: 3440864
ZIP code: 12159 (Companies in Albany, 12159)
County: Albany
Place of Formation: New York
Address: 19 FAIRFAX BLVD., SLINGERLANDS, NY, United States, 12159

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2015 200288479 2016-09-09 INTEGRATED FINANCIAL STRATEGIES, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address 3 MARCUS BLVD STE 205, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2016-09-09
Name of individual signing SANDRA RICCIO
Role Employer/plan sponsor
Date 2016-09-09
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2015 200288479 2016-05-05 INTEGRATED FINANCIAL STRATEGIES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address 3 MARCUS BLVD STE 205, ALBANY, NY, 12205

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address 3 MARCUS BLVD STE 205, ALBANY, NY, 12205
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2016-05-05
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2014 200288479 2015-07-17 INTEGRATED FINANCIAL STRATEGIES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2013 200288479 2014-09-16 INTEGRATED FINANCIAL STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2014-09-16
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2012 200288479 2013-04-19 INTEGRATED FINANCIAL STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2013-04-19
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2011 200288479 2012-05-01 INTEGRATED FINANCIAL STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2012-05-01
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2010 200288479 2011-04-21 INTEGRATED FINANCIAL STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2011-04-21
Name of individual signing SANDRA RICCIO
INTEGRATED FINANCIAL STRATEGIES, LLC 401(K) P/S PL 2009 200288479 2010-05-06 INTEGRATED FINANCIAL STRATEGIES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 5184787800
Plan sponsor’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 200288479
Plan administrator’s name INTEGRATED FINANCIAL STRATEGIES, LLC
Plan administrator’s address TWO TOWER PLACE 2ND FLOOR, ALBANY, NY, 12203
Administrator’s telephone number 5184787800

Signature of
Role Plan administrator
Date 2010-05-06
Name of individual signing SANDRA RICCIO
Role Employer/plan sponsor
Date 2010-05-06
Name of individual signing SANDRA RICCIO

DOS Process Agent

Name Role Address
INTEGRATED FINANCIAL STRATEGIES, LLC DOS Process Agent 19 FAIRFAX BLVD., SLINGERLANDS, NY, United States, 12159

History

Start date End date Type Value
2012-11-19 2016-11-03 Address TWO TOWER PLACE, 2ND FL, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2008-11-12 2012-11-19 Address TOW TOWER PLACE, 2ND FL, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2006-11-22 2008-11-12 Address 1280 NEW SCOTLAND ROAD, SLINGERLANDS, NY, 12159, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
220225000327 2022-02-25 BIENNIAL STATEMENT 2022-02-25
161103006936 2016-11-03 BIENNIAL STATEMENT 2016-11-01
141103007406 2014-11-03 BIENNIAL STATEMENT 2014-11-01
121119006312 2012-11-19 BIENNIAL STATEMENT 2012-11-01
101112002877 2010-11-12 BIENNIAL STATEMENT 2010-11-01
081112002037 2008-11-12 BIENNIAL STATEMENT 2008-11-01
061122000155 2006-11-22 ARTICLES OF ORGANIZATION 2006-11-22

Related by officers

No related officers

Related by address

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Date of last update: 09 Nov 2024

Sources: New York Secretary of State

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