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ARCADIA WEALTH MANAGEMENT, INC.

Company Details

Name: ARCADIA WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 21 Aug 2012 (12 years ago) (Companies founded in August 2012)
Entity Number: 4286419
ZIP code: 11787 (Companies in Suffolk, 11787)
County: Suffolk
Place of Formation: New York
Address: 10 EDGEWOOD AVENUE, SMITHTOWN, NY, United States, 11787

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
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2023 460847722 2024-10-14 ARCADIA WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2024-10-14
Name of individual signing WALTER WISNIEWSKI
Valid signature Filed with authorized/valid electronic signature
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2022 460847722 2023-04-14 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2023-04-14
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2021 460847722 2022-07-20 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2020 460847722 2021-09-13 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2021-09-13
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2019 460847722 2020-07-14 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2020-07-14
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2018 460847722 2019-07-25 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2019-07-25
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2017 460847722 2018-09-11 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2018-09-11
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2016 460847722 2017-07-19 ARCADIA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of

Role Plan administrator
Date 2017-07-19
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2015 460847722 2016-10-14 ARCADIA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2014 460847722 2016-10-14 ARCADIA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 10 EDGEWOOD AVENUE, SMITHTOWN, NY, United States, 11787

Filings

Filing Number Date Filed Type Effective Date
120821001181 2012-08-21 CERTIFICATE OF INCORPORATION 2012-08-21

Date of last update: 07 Nov 2024

Sources: New York Secretary of State