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J. MATRIK WEALTH MANAGEMENT, LLC

Company Details

Name: J. MATRIK WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Aug 2014 (10 years ago) (Companies founded in August 2014)
Entity Number: 4620527
ZIP code: 10523 (Companies in Westchester, 10523)
County: Westchester
Place of Formation: New York
Address: 555 TAXTER ROAD, ELMSFORD, NY, United States, 10523

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J MATRIK WEALTH MANAGEMENT, LLC 401K PS PLAN 2023 471622335 2024-10-03 J MATRIK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091552
Plan sponsor’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523

Signature of
Role Plan administrator
Date 2024-10-03
Name of individual signing STEVEN KLIMASZEWSKI
Valid signature Filed with authorized/valid electronic signature
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2022 471622335 2023-06-12 J MATRIK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091552
Plan sponsor’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2023-06-12
Name of individual signing STEVEN KLIMASZEWSKI
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2021 471622335 2022-06-27 J MATRIK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091552
Plan sponsor’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2022-06-27
Name of individual signing STEVEN KLIMASZEWSKI
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2020 471622335 2021-06-09 J MATRIK WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091552
Plan sponsor’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2021-06-09
Name of individual signing STEVEN KLIMASZEWSKI
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2019 471622335 2020-08-12 J MATRIK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091552
Plan sponsor’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 565 TAXTER RD STE 490, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2020-08-12
Name of individual signing STEVEN KLIMASZEWSKI
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2018 471622335 2019-04-08 J MATRIK WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091552
Plan sponsor’s address 555 TAXTER RD STE 190, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 555 TAXTER RD STE 190, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2019-04-08
Name of individual signing STEVE KLIMASZEWSKI
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2017 471622335 2018-03-22 J MATRIK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9149091552
Plan sponsor’s address 555 TAXTER RD STE 190, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 555 TAXTER RD STE 190, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2018-03-22
Name of individual signing SCOTT TURNER
J MATRIK WEALTH MANAGEMENT, LLC 401(K) P/S PLAN 2016 471622335 2017-06-27 J MATRIK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9149091552
Plan sponsor’s address 555 TAXTER RD STE 190, ELMSFORD, NY, 10523

Plan administrator’s name and address
Administrator’s EIN 471622335
Plan administrator’s name J MATRIK WEALTH MANAGEMENT, LLC
Plan administrator’s address 555 TAXTER RD STE 190, ELMSFORD, NY, 10523
Administrator’s telephone number 9149091552

Signature of
Role Plan administrator
Date 2017-06-27
Name of individual signing SCOTT TURNER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 555 TAXTER ROAD, ELMSFORD, NY, United States, 10523

Filings

Filing Number Date Filed Type Effective Date
141124000965 2014-11-24 CERTIFICATE OF PUBLICATION 2014-11-24
140812010226 2014-08-12 ARTICLES OF ORGANIZATION 2014-08-12

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Date of last update: 06 Nov 2024

Sources: New York Secretary of State

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