| Name: | ALLSQUARE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 26 Mar 2010 (15 years ago) |
| Entity Number: | 3929591 |
| ZIP code: | 07631 |
| County: | Albany |
| Place of Formation: | New York |
| Address: | 61 W PALISADE AVENUE, ENGLEWOOD, NJ, United States, 07631 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1633674 | 200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203 | 200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203 | 5184568900 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2024-11-13 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-12
| Form type | N-PX |
| File number | 028-16491 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-12
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-07
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2024-05-07 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-27
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2023-11-27 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-08
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2023-08-08 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-02
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2023-05-02 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-01
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2022-11-01 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-16
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2022-08-16 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-04
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2022-05-04 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-08
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2022-02-08 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-12
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2021-11-12 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-13
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2021-08-13 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-11
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2021-05-11 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-09
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2021-02-09 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-16
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2020-11-16 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-11
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2020-08-11 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-12
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2020-05-12 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-04
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2020-02-04 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-06
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2019-11-06 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-13
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2019-08-13 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-07
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2019-05-07 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-13
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2019-02-13 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-02
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2018-11-02 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-14
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2018-08-14 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-11
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2018-05-11 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-13
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2018-02-13 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-06
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2017-11-06 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-08
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2017-08-08 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-09
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2017-05-09 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-14
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2017-02-14 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-15
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2016-11-15 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-16
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2016-08-16 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-09
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2016-05-09 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-17
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2016-02-17 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-03
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2015-11-03 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-10
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2015-08-10 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-04
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2015-05-04 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-11
| Form type | 13F-HR |
| File number | 028-16491 |
| Filing date | 2015-02-11 |
| Reporting date | 2014-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLSQUARE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 273195672 | 2024-08-22 | ALLSQUARE WEALTH MANAGEMENT, LLC | 7 | |||||||||||||||||||||
|
||||||||||||||||||||||||||
| ALLSQUARE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2022 | 273195672 | 2023-07-20 | ALLSQUARE WEALTH MANAGEMENT, LLC | 7 | |||||||||||||||||||||
|
||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2023-07-20 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2022-08-02 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-23 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-22 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-30 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-11 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2017-05-19 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-20 |
| Name of individual signing | DANIEL BAUER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5184568900 |
| Plan sponsor’s address | 200 GREAT OAKS BOULEVARD, SUITE 219, ALBANY, NY, 12203 |
Signature of
| Role | Plan administrator |
| Date | 2015-05-27 |
| Name of individual signing | DANIEL BAUER |
| Name | Role | Address |
|---|---|---|
| THE LLC | DOS Process Agent | 61 W PALISADE AVENUE, ENGLEWOOD, NJ, United States, 07631 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 100628000073 | 2010-06-28 | CERTIFICATE OF PUBLICATION | 2010-06-28 |
| 100326000576 | 2010-03-26 | ARTICLES OF ORGANIZATION | 2010-03-26 |
Date of last update: 26 Nov 2024
Sources: New York Secretary of State
