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STEINBERGANNA WEALTH MANAGEMENT CORP.

Company Details

Name: STEINBERGANNA WEALTH MANAGEMENT CORP.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 15 Feb 2007 (18 years ago)
Entity Number: 3477423
ZIP code: 11743
County: Suffolk
Place of Formation: New York
Address: 76 New York Avenue, Suite 2, Suite 2, Suite 2, Huntington, NY, United States, 11743
Principal Address: 76 NEW YORK AVE, STE 2, HUNTINGTON, NY, United States, 11743

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEINBERGANNA 401(K) PLAN 2023 901011058 2024-07-10 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2022 901011058 2023-07-18 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2021 901011058 2022-07-12 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2019 901011058 2020-10-06 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2018 901011058 2019-04-16 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2017 901011058 2018-07-20 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2016 901011058 2017-07-21 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2015 901011058 2016-07-27 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
STEINBERGANNA 401(K) PLAN 2013 901011058 2014-07-29 STEINBERGANNA WEALTH MANAGEMENT CORP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523110
Sponsor’s telephone number 6312716160
Plan sponsor’s address 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743

Signature of

Role Plan administrator
Date 2014-07-29
Name of individual signing JASON EVERT

Chief Executive Officer

Name Role Address
DANIEL STEINBERG Chief Executive Officer 76 NEW YORK AVE, STE 2, HUNTINGTON, NY, United States, 11743

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 76 New York Avenue, Suite 2, Suite 2, Suite 2, Huntington, NY, United States, 11743

History

Start date End date Type Value
2023-04-12 2023-04-12 Address 76 NEW YORK AVE, STE 2, HUNTINGTON, NY, 11743, USA (Type of address: Chief Executive Officer)
2009-02-09 2023-04-12 Address 76 NEW YORK AVE, STE 2, HUNTINGTON, NY, 11743, USA (Type of address: Chief Executive Officer)
2007-02-15 2023-04-12 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2007-02-15 2023-04-12 Address 76 NEW YORK AVENUE STE 2, HUNTINGTON, NY, 11743, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230412002824 2023-04-12 BIENNIAL STATEMENT 2023-02-01
110211002345 2011-02-11 BIENNIAL STATEMENT 2011-02-01
090209002283 2009-02-09 BIENNIAL STATEMENT 2009-02-01
070315000310 2007-03-15 CERTIFICATE OF AMENDMENT 2007-03-15
070215000571 2007-02-15 CERTIFICATE OF INCORPORATION 2007-02-15

Date of last update: 27 Nov 2024

Sources: New York Secretary of State