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GOLD COAST WEALTH ADVISORS LLC

Company Details

Name: GOLD COAST WEALTH ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 Dec 2015 (9 years ago) (Companies founded in December 2015)
Entity Number: 4864883
ZIP code: 11788 (Companies in Suffolk, 11788)
County: Suffolk
Place of Formation: New York
Address: 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, United States, 11788

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GOLD COAST WEALTH ADVISORS 401K PLAN 2023 810996641 2024-08-07 GOLD COAST WEALTH ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6314188000
Plan sponsor’s address 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2024-08-07
Name of individual signing IVY PETERSON
GOLD COAST WEALTH ADVISORS 401K PLAN 2022 810996641 2023-03-14 GOLD COAST WEALTH ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6314188000
Plan sponsor’s address 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2023-03-14
Name of individual signing IVY PETERSON
GOLD COAST WEALTH ADVISORS 401K PLAN 2021 810996641 2022-04-04 GOLD COAST WEALTH ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6314188000
Plan sponsor’s address 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2022-04-04
Name of individual signing IVY PETERSON
Role Employer/plan sponsor
Date 2022-04-04
Name of individual signing IVY PETERSON
GOLD COAST WEALTH ADVISORS 401K PLAN 2020 810996641 2021-06-24 GOLD COAST WEALTH ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6314188000
Plan sponsor’s address 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2021-06-24
Name of individual signing IVY PETERSON
GOLD COAST WEALTH ADVISORS 401K PLAN 2019 810996641 2020-06-11 GOLD COAST WEALTH ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6314188000
Plan sponsor’s address 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2020-06-11
Name of individual signing IVY PETERSON

DOS Process Agent

Name Role Address
GOLD COAST WEALTH ADVISORS LLC DOS Process Agent 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, United States, 11788

History

Start date End date Type Value
2015-12-16 2023-12-04 Address 800 VETERANS MEMORIAL HIGHWAY, SUITE 100, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231204002130 2023-12-04 BIENNIAL STATEMENT 2023-12-01
211201000723 2021-12-01 BIENNIAL STATEMENT 2021-12-01
210217060614 2021-02-17 BIENNIAL STATEMENT 2019-12-01
160217000918 2016-02-17 CERTIFICATE OF PUBLICATION 2016-02-17
151216010055 2015-12-16 ARTICLES OF ORGANIZATION 2015-12-16

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 23 Nov 2024

Sources: New York Secretary of State

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