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SYMMETRY WEALTH ADVISORY GROUP INC.

Company Details

Name: SYMMETRY WEALTH ADVISORY GROUP INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 10 Jun 2016 (8 years ago)
Entity Number: 4961166
ZIP code: 10577
County: Westchester
Place of Formation: New York
Address: 2975 WESTCHESTER AVENUE, 4TH FLOOR, PURCHASE, NY, United States, 10577

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
SYMMETRY WEALTH 401(K) RETIREMENT PLAN 2023 812947322 2024-09-16 SYMMETRY WEALTH ADVISORY GROUP, INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9144377065
Plan sponsor’s address 2975 WESTCHESTER AVENUE, PURCHASE, NY, 10577
SYMMETRY WEALTH 401(K) RETIREMENT PLAN 2022 812947322 2023-10-16 SYMMETRY WEALTH ADVISORY GROUP, INC 4
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9144377065
Plan sponsor’s address 2975 WESTCHESTER AVENUE, SUITE 418, PURCHASE, NY, 10577
SYMMETRY WEALTH 401(K) RETIREMENT PLAN 2022 812947322 2023-12-08 SYMMETRY WEALTH ADVISORY GROUP, INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9144377065
Plan sponsor’s address 2975 WESTCHESTER AVENUE, SUITE 418, PURCHASE, NY, 10577
SYMMETRY WEALTH ADVISORY 401(K) PROFIT SHARING PLA 2021 812947322 2022-09-29 SYMMETRY WEALTH ADVISORY GROUP, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9144377065
Plan sponsor’s address 2975 WESTCHESTER AVENUE, SUITE 418, PURCHASE, NY, 10577

Signature of

Role Plan administrator
Date 2022-09-29
Name of individual signing LISA M. ROSSI
Role Employer/plan sponsor
Date 2022-09-29
Name of individual signing LISA M. ROSSI

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 2975 WESTCHESTER AVENUE, 4TH FLOOR, PURCHASE, NY, United States, 10577

History

Start date End date Type Value
2021-07-07 2021-10-18 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2016-06-10 2021-07-07 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2016-06-10 2022-02-08 Address 2975 WESTCHESTER AVENUE, 4TH FLOOR, PURCHASE, NY, 10577, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
220208000145 2021-07-07 CERTIFICATE OF AMENDMENT 2021-07-07
160610010073 2016-06-10 CERTIFICATE OF INCORPORATION 2016-06-10

Date of last update: 23 Nov 2024

Sources: New York Secretary of State