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COMPREHENSIVE WEALTH SOLUTIONS, INC.

Company Details

Name: COMPREHENSIVE WEALTH SOLUTIONS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 12 Nov 2010 (14 years ago) (Companies founded in November 2010)
Entity Number: 4018255
ZIP code: 14063 (Companies in Chautauqua, 14063)
County: Chautauqua
Place of Formation: New York
Address: 6 WEST MAIN STREET, FREDONIA, NY, United States, 14063
Principal Address: 6 WEST MAIN ST, FREDONIA, NY, United States, 14063

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
COMPREHENSIVE WEALTH SOLUTIONS, INC. 401(K) PLAN 2015 273954865 2016-07-11 COMPREHENSIVE WEALTH SOLUTIONS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 7166727800
Plan sponsor’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2016-07-11
Name of individual signing GERALD HALL
COMPREHENSIVE WEALTH SOLUTIONS, INC. 401(K) PLAN 2015 273954865 2016-06-07 COMPREHENSIVE WEALTH SOLUTIONS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 7166727800
Plan sponsor’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063

Plan administrator’s name and address
Administrator’s EIN 273954865
Plan administrator’s name COMPREHENSIVE WEALTH SOLUTIONS, INC.
Plan administrator’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063
Administrator’s telephone number 7166727800

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing GERALD HALL
COMPREHENSIVE WEALTH SOLUTIONS, INC. 401(K) PLAN 2014 273954865 2015-06-02 COMPREHENSIVE WEALTH SOLUTIONS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 7166727800
Plan sponsor’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063

Plan administrator’s name and address
Administrator’s EIN 273954865
Plan administrator’s name COMPREHENSIVE WEALTH SOLUTIONS, INC.
Plan administrator’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063
Administrator’s telephone number 7166727800

Signature of
Role Plan administrator
Date 2015-06-02
Name of individual signing GERALD HALL
COMPREHENSIVE WEALTH SOLUTIONS, INC. 401(K) PLAN 2013 273954865 2014-05-28 COMPREHENSIVE WEALTH SOLUTIONS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 7166727800
Plan sponsor’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063

Plan administrator’s name and address
Administrator’s EIN 273954865
Plan administrator’s name COMPREHENSIVE WEALTH SOLUTIONS, INC.
Plan administrator’s address 33 CHURCH STREET, 2ND FLOOR, FREDONIA, NY, 14063
Administrator’s telephone number 7166727800

Signature of
Role Plan administrator
Date 2014-05-28
Name of individual signing GERALD HALL
COMPREHENSIVE WEALTH SOLUTIONS, INC. 401(K) PLAN 2012 273954865 2013-05-20 COMPREHENSIVE WEALTH SOLUTIONS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 7166727800
Plan sponsor’s address 6 WEST MAIN STREET, FREDONIA, NY, 14063

Plan administrator’s name and address
Administrator’s EIN 273954865
Plan administrator’s name COMPREHENSIVE WEALTH SOLUTIONS, INC.
Plan administrator’s address 6 WEST MAIN STREET, FREDONIA, NY, 14063
Administrator’s telephone number 7166727800

Signature of
Role Plan administrator
Date 2013-05-20
Name of individual signing GERALD HALL
COMPREHENSIVE WEALTH SOLUTIONS, INC. 401(K) PLAN 2011 273954865 2012-04-03 COMPREHENSIVE WEALTH SOLUTIONS, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 7166727800
Plan sponsor’s address 6 W. MAIN STREET, FREDONIA, NY, 14063

Plan administrator’s name and address
Administrator’s EIN 273954865
Plan administrator’s name COMPREHENSIVE WEALTH SOLUTIONS, INC.
Plan administrator’s address 6 W. MAIN STREET, FREDONIA, NY, 14063
Administrator’s telephone number 7166727800

Signature of
Role Plan administrator
Date 2012-04-03
Name of individual signing GERALD HALL

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 6 WEST MAIN STREET, FREDONIA, NY, United States, 14063

Chief Executive Officer

Name Role Address
GERALD W HALL Chief Executive Officer 6 WEST MAIN ST, FREDONIA, NY, United States, 14063

Filings

Filing Number Date Filed Type Effective Date
121205002074 2012-12-05 BIENNIAL STATEMENT 2012-11-01
101112000108 2010-11-12 CERTIFICATE OF INCORPORATION 2010-11-12

Related by officers

THE CORPORATION

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GERALD W HALL

GERALD HALL, INC.

Related by address

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Date of last update: 08 Nov 2024

Sources: New York Secretary of State

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