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SYMMETRY WEALTH ADVISORY GROUP INC.

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Details

Entity Number 4961166

Status Active

NameSYMMETRY WEALTH ADVISORY GROUP INC.

CountyWestchester

Date of registration 10 Jun 2016 (8 years ago)

Legal typeDOMESTIC BUSINESS CORPORATION

Place of FormationNew York

Address 2975 WESTCHESTER AVENUE, 4TH FLOOR, PURCHASE, NY, United States, 10577

Address ZIP code 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 File

SYMMETRY WEALTH 401(K) RETIREMENT PLAN

2022

812947322

2023-12-08

SYMMETRY WEALTH ADVISORY GROUP, INC

4

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Three-digit plan number (PN)001
Effective date of plan2016-01-01
Business code523900
Sponsor’s telephone number9144377065
Plan sponsor’s address2975 WESTCHESTER AVENUE, SUITE 418, 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 plan2016-01-01
Business code523900
Sponsor’s telephone number9144377065
Plan sponsor’s address2975 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

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Three-digit plan number (PN)001
Effective date of plan2016-01-01
Business code523900
Sponsor’s telephone number9144377065
Plan sponsor’s address2975 WESTCHESTER AVENUE, SUITE 418, PURCHASE, NY, 10577

Signature of

RolePlan administrator
Date2022-09-29
Name of individual signingLISA M. ROSSI
RoleEmployer/plan sponsor
Date2022-09-29
Name of individual signingLISA 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: 31 Jul 2024

Sources: Companies info , Historical Data , Complaints , Contacts