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SOLOWAY ADVISORY LLC

Company Details

Name: SOLOWAY ADVISORY LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Sep 2007 (17 years ago)
Entity Number: 3570909
County: Suffolk
Place of Formation: New York
Address: 4667 NESCONSET HWY, PORT JEFFERSON STA., NY, United States, 11776
Address ZIP Code: 11776

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOLOWAY ADVISORY, LLC 401(K) PLAN 2023 261139501 2024-05-16 SOLOWAY ADVISORY, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6314735759
Plan sponsor’s address 4667 NESCONSET HIGHWAY, PORT JEFFERSON STATION, NY, 11776

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing DAVID SOLOWAY
Role Employer/plan sponsor
Date 2024-05-15
Name of individual signing DAVID SOLOWAY
SOLOWAY ADVISORY, LLC 401(K) PLAN 2022 261139501 2023-09-05 SOLOWAY ADVISORY, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6314735759
Plan sponsor’s address 4667 NESCONSET HIGHWAY, PORT JEFFERSON STATION, NY, 11776

Signature of

Role Plan administrator
Date 2023-09-05
Name of individual signing DAVID SOLOWAY
Role Employer/plan sponsor
Date 2023-09-05
Name of individual signing DAVID SOLOWAY
SOLOWAY ADVISORY, LLC 401(K) PLAN 2021 261139501 2022-09-22 SOLOWAY ADVISORY, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6314735759
Plan sponsor’s address 4667 NESCONSET HIGHWAY, PORT JEFFERSON STATION, NY, 11776

Signature of

Role Plan administrator
Date 2022-09-22
Name of individual signing DAVID SOLOWAY

Agent

Name Role Address
DAVID SOLOWAY Agent 4667 NESCONSET HIGHWAY, PORT JEFFERSON STA., NY, 11776

DOS Process Agent

Name Role Address
SOLOWAY ADVISORY LLC DOS Process Agent 4667 NESCONSET HWY, PORT JEFFERSON STA., NY, United States, 11776

History

Start date End date Type Value
2013-11-05 2023-09-18 Address 4667 NESCONSET HWY, PORT JEFFERSON STA., NY, 11776, USA (Type of address: Service of Process)
2009-02-12 2020-01-13 Name SOLOWAY CONSULTING LLC
2007-09-21 2009-02-12 Name SOLOWAY AGENCY INCOME TAX SPECIALISTS, LLC
2007-09-21 2023-09-18 Address 4667 NESCONSET HIGHWAY, PORT JEFFERSON STA., NY, 11776, USA (Type of address: Registered Agent)
2007-09-21 2013-11-05 Address 4667 NESCONSET HIGHWAY, PORT JEFFERSON STA., NY, 11776, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230918003365 2023-09-18 BIENNIAL STATEMENT 2023-09-01
211207003333 2021-12-07 BIENNIAL STATEMENT 2021-12-07
200113000672 2020-01-13 CERTIFICATE OF AMENDMENT 2020-01-13
160127006255 2016-01-27 BIENNIAL STATEMENT 2015-09-01
131105002296 2013-11-05 BIENNIAL STATEMENT 2013-09-01
111018002615 2011-10-18 BIENNIAL STATEMENT 2011-09-01
090825002639 2009-08-25 BIENNIAL STATEMENT 2009-09-01
090212000022 2009-02-12 CERTIFICATE OF AMENDMENT 2009-02-12
080204000839 2008-02-04 CERTIFICATE OF PUBLICATION 2008-02-04
070921000298 2007-09-21 ARTICLES OF ORGANIZATION 2007-09-21

Date of last update: 09 Nov 2024

Sources: New York Secretary of State