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HIGHLAND WEALTH ADVISORS LLC

Company Details

Name: HIGHLAND WEALTH ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 May 2010 (15 years ago) (Companies founded in May 2010)
Entity Number: 3950496
ZIP code: 11793 (Companies in Nassau, 11793)
County: Nassau
Place of Formation: New York
Address: 3422 MANCHESTER ROAD, WANTAGH, NY, United States, 11793

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN 2023 273009070 2024-05-20 HIGHLAND WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541211
Sponsor’s telephone number 5162425898
Plan sponsor’s address 98 EASTGATE ROAD, MASSAPEQUA PARK, NY, 11762

Signature of

Role Plan administrator
Date 2024-05-20
Name of individual signing IRA SCHACK
ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN 2022 273009070 2023-06-06 HIGHLAND WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541211
Sponsor’s telephone number 5162425898
Plan sponsor’s address 98 EASTGATE ROAD, MASSAPEQUA PARK, NY, 11762

Signature of

Role Plan administrator
Date 2023-06-06
Name of individual signing IRA SCHACK
HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN 2022 273009070 2023-06-28 HIGHLAND WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541211
Sponsor’s telephone number 5162425898
Plan sponsor’s address 98 EASTGATE ROAD, MASSAPEQUA PARK, NY, 11762

Signature of

Role Plan administrator
Date 2023-06-28
Name of individual signing IRA SCHACK

DOS Process Agent

Name Role Address
ROBERT JURGENS DOS Process Agent 3422 MANCHESTER ROAD, WANTAGH, NY, United States, 11793

Filings

Filing Number Date Filed Type Effective Date
200810060736 2020-08-10 BIENNIAL STATEMENT 2020-05-01
120507006122 2012-05-07 BIENNIAL STATEMENT 2012-05-01
100517000245 2010-05-17 ARTICLES OF ORGANIZATION 2010-05-17

Date of last update: 26 Nov 2024

Sources: New York Secretary of State