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  5. THORLEY WEALTH MANAGEMENT, INC.

THORLEY WEALTH MANAGEMENT, INC.

Company Details

Name: THORLEY WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 Nov 2012 (12 years ago)
Entity Number: 4322289
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 1478 MARSH ROAD, PITTSFORD, NY, United States, 14534

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
THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN 2023 461478061 2024-07-12 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2024-07-05
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT 401K PLAN 2023 461478061 2024-07-12 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2024-07-05
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN 2022 461478061 2023-06-14 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2023-06-14
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT 401K PLAN 2022 461478061 2023-06-14 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2023-06-14
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN 2021 461478061 2022-06-28 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2022-06-24
Name of individual signing ELIZABETH THORLEY
Role Employer/plan sponsor
Date 2022-06-24
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT 401K PLAN 2021 461478061 2022-06-28 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2022-06-24
Name of individual signing ELIZABETH THORLEY
Role Employer/plan sponsor
Date 2022-06-24
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT 401K PLAN 2020 461478061 2021-07-21 THORLEY WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2021-07-21
Name of individual signing ELIZABETH THORLEY
Role Employer/plan sponsor
Date 2021-07-21
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN 2020 461478061 2021-07-21 THORLEY WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2021-07-21
Name of individual signing ELIZABETH THORLEY
Role Employer/plan sponsor
Date 2021-07-21
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN 2019 461478061 2020-07-28 THORLEY WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing ELIZABETH THORLEY
THORLEY WEALTH MANAGEMENT 401K PLAN 2019 461478061 2020-07-28 THORLEY WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5855128453
Plan sponsor’s address 1478 MARSH ROAD, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing ELIZABETH THORLEY

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 1478 MARSH ROAD, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2012-11-20 2013-02-14 Address 290 LINDEN OAKS SITE 320, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
130214000153 2013-02-14 CERTIFICATE OF CHANGE 2013-02-14
121120000520 2012-11-20 CERTIFICATE OF INCORPORATION 2012-11-20

Related by officers

THE CORPORATION

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Related by address

1478 MARSH ROAD, PITTSFORD, NY, United States, 14534

SOMERSET HILL HOMEOWNERS ASSOCIATION, INC. TAAG OF ORLEANS COUNTY INC.

Date of last update: 25 Nov 2024

Sources: New York Secretary of State

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