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WESTCHESTER MATRIMONIAL LLC

Company Details

Name: WESTCHESTER MATRIMONIAL LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Sep 2011 (13 years ago) (Companies founded in September 2011)
Entity Number: 4140858
ZIP code: 10605 (Companies in Westchester, 10605)
County: Westchester
Place of Formation: New York
Address: 222 BLOOMINGDALE ROAD STE 302, WHITE PLAINS, NY, United States, 10605

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTCHESTER MATRIMONIAL, LLC CASH BALANCE PLAN 2023 453214736 2024-10-10 WESTCHESTER MATRIMONIAL LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 541190
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605
WESTCHESTER MATRIMONIAL LLC PROFIT SHARING PLAN 2023 453214736 2024-10-10 WESTCHESTER MATRIMONIAL LLC 0
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2022-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605
WESTCHESTER MATRIMONIAL, LLC 401(K) PLAN 2023 453214736 2024-10-10 WESTCHESTER MATRIMONIAL LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605
ETF ADVISOR K MEP PLAN 2021 453214736 2022-07-23 WESTCHESTER MATRIMONIAL LLC 8
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2022-07-23
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP PLAN 2020 453214736 2021-07-08 WESTCHESTER MATRIMONIAL LLC 6
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP PLAN 2019 453214736 2020-07-01 WESTCHESTER MATRIMONIAL LLC 4
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP PLAN 2018 453214736 2019-05-20 WESTCHESTER MATRIMONIAL LLC 6
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 222 BLOOMINGDALE ROAD, SUITE 302, WHITE PLAINS, NY, 10605

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-05-20
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP PLAN 2017 453214736 2018-07-16 WESTCHESTER MATRIMONIAL LLC 4
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 9173700698
Plan sponsor’s address 445 HAMILTON AVE STE 607, WHITE PLAINS, NY, 10601

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing T R BICK

DOS Process Agent

Name Role Address
WESTCHESTER MATRIMONIAL LLC DOS Process Agent 222 BLOOMINGDALE ROAD STE 302, WHITE PLAINS, NY, United States, 10605

History

Start date End date Type Value
2017-12-22 2023-09-13 Address 222 BLOOMINGDALE ROAD STE 302, WHITE PLAINS, NY, 10605, USA (Type of address: Service of Process)
2015-09-03 2017-12-22 Address 445 HAMILTON AVENUE SUITE 607, WHITE PLAINS, NY, 10601, USA (Type of address: Service of Process)
2011-09-12 2015-09-03 Address 115 GRANDVIEW AVE., WHITE PLAINS, NY, 10605, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230913000965 2023-09-13 BIENNIAL STATEMENT 2023-09-01
210901001504 2021-09-01 BIENNIAL STATEMENT 2021-09-01
171222006053 2017-12-22 BIENNIAL STATEMENT 2017-09-01
150903006390 2015-09-03 BIENNIAL STATEMENT 2015-09-01
130909006741 2013-09-09 BIENNIAL STATEMENT 2013-09-01
120105001056 2012-01-05 CERTIFICATE OF PUBLICATION 2012-01-05
110912000631 2011-09-12 ARTICLES OF ORGANIZATION 2011-09-12

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: New York Secretary of State

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