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ELLEVATE FINANCIAL, INC.

Company Details

Name: ELLEVATE FINANCIAL, INC.
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 25 Jun 2015 (9 years ago)
Date of dissolution: 25 Jun 2015
Entity Number: 4780367
County: Blank
Place of Formation: Delaware

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORUS 401(K) 2021 472458326 2022-09-20 ELLEVATE FINANCIAL, INC. 101
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 461803145
Plan administrator’s name FORUSALL, INC.
Plan administrator’s address 809 LAUREL ST., #1328, SAN CARLOS, CA, 94070
Administrator’s telephone number 8444012253

Signature of

Role Plan administrator
Date 2022-09-20
Name of individual signing ALEXANDER JACOBSEN
FORUS 401(K) 2020 472458326 2021-10-11 ELLEVATE FINANCIAL, INC. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 461803145
Plan administrator’s name FORUSALL, INC.
Plan administrator’s address 809 LAUREL ST., #1328, SAN CARLOS, CA, 94070
Administrator’s telephone number 8444012253

Signature of

Role Plan administrator
Date 2021-10-11
Name of individual signing CINDY BLOCH
FORUS 401(K) 2019 472458326 2020-08-28 ELLEVATE FINANCIAL, INC. 78
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 464315488
Plan administrator’s name 3(16) FIDUCIARY SOLUTIONS, INC.
Plan administrator’s address 878 W AIRPORT ROAD, MENASHA, WI, 54952
Administrator’s telephone number 9205605698

Signature of

Role Plan administrator
Date 2020-08-28
Name of individual signing CHRISTOPHER DIERINGER
FORUS 401(K) 2018 472458326 2019-06-30 ELLEVATE FINANCIAL, INC. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 464315488
Plan administrator’s name 3(16) FIDUCIARY SOLUTIONS, INC.
Plan administrator’s address 878 W AIRPORT ROAD, MENASHA, WI, 54952
Administrator’s telephone number 9205605698

Signature of

Role Plan administrator
Date 2019-06-30
Name of individual signing CHRISTOPHER DIERINGER
FORUS 401(K) 2017 472458326 2018-07-11 ELLEVATE FINANCIAL, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 464315488
Plan administrator’s name 3(16) FIDUCIARY SOLUTIONS, INC.
Plan administrator’s address 878 W AIRPORT ROAD, MENASHA, WI, 54952
Administrator’s telephone number 9205605698

Signature of

Role Plan administrator
Date 2018-07-11
Name of individual signing CHRISTOPHER DIERINGER
FORUS 401(K) 2016 472458326 2017-07-16 ELLEVATE FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 464315488
Plan administrator’s name 3(16) FIDUCIARY SOLUTIONS, INC.
Plan administrator’s address 878 W AIRPORT ROAD, MENASHA, WI, 54952
Administrator’s telephone number 9205605698

Signature of

Role Plan administrator
Date 2017-07-16
Name of individual signing CHRISTOPHER DIERINGER
FORUS 401(K) 2015 472458326 2016-06-07 ELLEVATE FINANCIAL, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-11-01
Business code 525990
Sponsor’s telephone number 4015242900
Plan sponsor’s address 1204 BROADWAY, 4TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address

Administrator’s EIN 464315488
Plan administrator’s name 3(16) FIDUCIARY SOLUTIONS, INC.
Plan administrator’s address 1920 E. NORTHLAND AVE., APPLETON, WI, 54911
Administrator’s telephone number 9205605698

Signature of

Role Plan administrator
Date 2016-06-07
Name of individual signing CHRISTOPHER DIERINGER

Date of last update: 24 Nov 2024

Sources: New York Secretary of State