Menu
Search icon

FAMILY, WEALTH AND LEGACY LLC

Company Details

Name: FAMILY, WEALTH AND LEGACY LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Feb 2011 (14 years ago) (Companies founded in February 2011)
Entity Number: 4060709
ZIP code: 14534 (Companies in Monroe, 14534)
County: Monroe
Place of Formation: New York
Address: C/O MICHAEL W. PALUMBOS, 32 BISHOPS COURT, PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 275285722 2024-07-26 FAMILY WEALTH AND LEGACY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 275285722 2023-07-17 FAMILY WEALTH AND LEGACY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 275285722 2022-06-03 FAMILY WEALTH AND LEGACY LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2022-06-03
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 275285722 2021-07-16 FAMILY WEALTH AND LEGACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 275285722 2020-07-28 FAMILY WEALTH AND LEGACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH LEGACY LLC 401 K PROFIT SHARING PLAN TRUST 2018 275285722 2019-07-25 FAMILY WEALTH AND LEGACY LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing MICHAEL W. PALUMBOS

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent C/O MICHAEL W. PALUMBOS, 32 BISHOPS COURT, PITTSFORD, NY, United States, 14534

Filings

Filing Number Date Filed Type Effective Date
190111060417 2019-01-11 BIENNIAL STATEMENT 2017-02-01
150518000205 2015-05-18 CERTIFICATE OF AMENDMENT 2015-05-18
131107006632 2013-11-07 BIENNIAL STATEMENT 2013-02-01
110502000116 2011-05-02 CERTIFICATE OF PUBLICATION 2011-05-02
110228000449 2011-02-28 ARTICLES OF ORGANIZATION 2011-02-28

Related by officers

THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC HAGOP TANKIAN LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC

Related by address

No related companies by address

Date of last update: 08 Nov 2024

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 nycompanysearch.com, Part of Big Data Integrated