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DD WEALTH MANAGEMENT, INC.

Company Details

Name: DD WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 24 Feb 2014 (11 years ago)
Entity Number: 4533831
County: Monroe
Place of Formation: New York
Address: 10 WINDCHASE RISE, FAIRPORT, NY, United States, 14450
Address ZIP Code: 14450

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
LEGEND ROCHESTER 401K PROFIT SHARING PLAN 2023 464951625 2024-10-09 DD WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852729806
Plan sponsor’s address 1425 JEFFERSON ROAD, ROCHESTER, NY, 14623
LEGEND ROCHESTER 401K PROFIT SHARING PLAN 2022 464951625 2023-10-13 DD WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852729806
Plan sponsor’s address 1425 JEFFERSON ROAD, ROCHESTER, NY, 14623
LEGEND ROCHESTER 401K PROFIT SHARING PLAN 2021 464951625 2022-10-12 DD WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852729806
Plan sponsor’s address 1425 JEFFERSON ROAD, ROCHESTER, NY, 14623
LEGEND ROCHESTER 401K PROFIT SHARING PLAN 2020 464951625 2021-10-15 DD WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852729806
Plan sponsor’s address 1425 JEFFERSON ROAD, ROCHESTER, NY, 14623
LEGEND ROCHESTER 401K PROFIT SHARING PLAN 2019 464951625 2020-10-15 DD WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852729806
Plan sponsor’s address 1425 JEFFERSON ROAD, ROCHESTER, NY, 14623
LEGEND ROCHESTER 401K PROFIT SHARING PLAN 2018 464951625 2019-10-11 DD WEALTH MANAGEMENT 3
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852729806
Plan sponsor’s address 1425 JEFFERSON ROAD, ROCHESTER, NY, 14623

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 10 WINDCHASE RISE, FAIRPORT, NY, United States, 14450

Filings

Filing Number Date Filed Type Effective Date
140224010244 2014-02-24 CERTIFICATE OF INCORPORATION 2014-02-24

Date of last update: 06 Nov 2024

Sources: New York Secretary of State