PBJ WEALTH MANAGEMENT, LLC

Company Details

Name:	PBJ WEALTH MANAGEMENT, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	30 Oct 2008 (16 years ago) (Companies founded in October 2008)
Entity Number:	3737695
ZIP code:	13219 (Companies in Onondaga, 13219)
County:	Onondaga
Place of Formation:	New York
Address:	109 DRAPER AVE, SYRACUES, NY, United States, 13219

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

PBJ WEALTH MANAGEMENT, LLC EMPLOYEE SAVINGS PLAN

2010

611573766

2011-07-28

PBJ WEALTH MANAGEMENT, LLC

0

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2010-01-01
Business code	523900
Sponsor’s telephone number	3158499494
Plan sponsor’s address	126 NORTH SALINA STREET, SYRACUSE, NY, 13202

Plan administrator’s name and address

Administrator’s EIN	611573766
Plan administrator’s name	PBJ WEALTH MANAGEMENT, LLC
Plan administrator’s address	126 NORTH SALINA STREET, SYRACUSE, NY, 13202
Administrator’s telephone number	3158499494

Signature of

Role	Plan administrator
Date	2011-07-28
Name of individual signing	PATRICK J. O'BRIEN

Role	Employer/plan sponsor
Date	2011-07-28
Name of individual signing	PATRICK J. O'BRIEN

DOS Process Agent

Name	Role	Address
THE LLC	DOS Process Agent	109 DRAPER AVE, SYRACUES, NY, United States, 13219

History

Start date	End date	Type	Value
2008-10-30	2012-11-02	Address	SUITE 103, 126 NORTH SALINA STREET, SYRACUSE, NY, 13202, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
201001060600	2020-10-01	BIENNIAL STATEMENT	2020-10-01
121102002261	2012-11-02	BIENNIAL STATEMENT	2012-10-01
101026002163	2010-10-26	BIENNIAL STATEMENT	2010-10-01
081030000457	2008-10-30	ARTICLES OF ORGANIZATION	2008-10-30

Date of last update: 08 Nov 2024

Sources: New York Secretary of State