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JW ASSET MANAGEMENT, LLC

Company Details

Name: JW ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 18 Jun 2015 (9 years ago) (Companies founded in June 2015)
Entity Number: 4776985
ZIP code: 10504 (Companies in Westchester, 10504)
County: Westchester
Place of Formation: Delaware
Address: 14 NORTH LAKE ROAD, ARMONK, NY, United States, 10504

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JW ASSET MANAGEMENT, LLC PENSION PLAN 2022 412123331 2023-09-29 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 14 NORTH LAKE ROAD, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2023-09-29
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 412123331 2023-07-24 JW ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 14 NORTH LAKE RD., ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 412123331 2022-07-19 JW ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 14 NORTH LAKE RD., ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2022-07-19
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC PENSION PLAN 2021 412123331 2022-06-22 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 14 NORTH LAKE ROAD, ARMONK, NY, 10504

Signature of
Role Plan administrator
Date 2022-06-22
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC PENSION PLAN 2020 412123331 2021-07-28 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 14 NORTH LAKE ROAD, ARMONK, NY, 10504

Plan administrator’s name and address
Administrator’s EIN 412123331
Plan administrator’s name JW ASSET MANAGEMENT, LLC
Plan administrator’s address 14 NORTH LAKE ROAD, ARMONK, NY, 10504
Administrator’s telephone number 2124465362

Signature of
Role Plan administrator
Date 2021-07-28
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 412123331 2021-05-05 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2021-05-05
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC PENSION PLAN 2019 412123331 2020-05-06 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address
Administrator’s EIN 412123331
Plan administrator’s name JW ASSET MANAGEMENT, LLC
Plan administrator’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2124465362

Signature of
Role Plan administrator
Date 2020-05-06
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 412123331 2020-05-06 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address
Administrator’s EIN 412123331
Plan administrator’s name JW ASSET MANAGEMENT, LLC
Plan administrator’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2124465362

Signature of
Role Plan administrator
Date 2020-05-06
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC PENSION PLAN 2018 412123331 2019-05-29 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address
Administrator’s EIN 412123331
Plan administrator’s name JW ASSET MANAGEMENT, LLC
Plan administrator’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2124465362

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing JASON KLARREICH
JW ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 412123331 2019-05-29 JW ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2124465362
Plan sponsor’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address
Administrator’s EIN 412123331
Plan administrator’s name JW ASSET MANAGEMENT, LLC
Plan administrator’s address 489 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2124465362

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing JASON KLARREICH

DOS Process Agent

Name Role Address
ATTN: JASON WILD DOS Process Agent 14 NORTH LAKE ROAD, ARMONK, NY, United States, 10504

History

Start date End date Type Value
2015-06-18 2021-06-11 Address 39 HICKORY KINGDOM ROAD, BEDFORD, NY, 10506, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210611060409 2021-06-11 BIENNIAL STATEMENT 2021-06-01
200312060486 2020-03-12 BIENNIAL STATEMENT 2019-06-01
150817000679 2015-08-17 CERTIFICATE OF PUBLICATION 2015-08-17
150618000670 2015-06-18 APPLICATION OF AUTHORITY 2015-06-18

Related by officers

ATTN: JASON WILD

JW GP, LLC JW PARTNERS, LLC

Related by address

14 NORTH LAKE ROAD, ARMONK, NY, United States, 10504

JW GP, LLC JW PARTNERS, LLC SFP ASSOC. - L.P.

Date of last update: 24 Nov 2024

Sources: New York Secretary of State

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