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YORKBRIDGE WEALTH PARTNERS, LLC

Company Details

Name: YORKBRIDGE WEALTH PARTNERS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Jun 2016 (8 years ago)
Entity Number: 4967746
ZIP code: 10004
County: Suffolk
Place of Formation: Delaware
Address: 80 BROAD STREET, SUITE 1701, NEW YORK, NY, United States, 10004

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
YORKBRIDGE WEALTH PARTNERS, LLC 401(K) PLAN 2023 812859118 2024-04-29 YORKBRIDGE WEALTH PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-10-01
Business code 523900
Sponsor’s telephone number 2125744060
Plan sponsor’s address 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004
YORKBRIDGE WEALTH PARTNERS, LLC 401(K) PLAN 2022 812859118 2023-08-31 YORKBRIDGE WEALTH PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-10-01
Business code 523900
Sponsor’s telephone number 2125744060
Plan sponsor’s address 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2023-08-31
Name of individual signing CARRIE GALLAWAY
YORKBRIDGE WEALTH PARTNERS, LLC 401(K) PLAN 2021 812859118 2022-10-13 YORKBRIDGE WEALTH PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-10-01
Business code 523900
Sponsor’s telephone number 2125744060
Plan sponsor’s address 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004
YORKBRIDGE WEALTH PARTNERS, LLC 401(K) PLAN 2020 812859118 2021-06-28 YORKBRIDGE WEALTH PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-10-01
Business code 523900
Sponsor’s telephone number 2125744060
Plan sponsor’s address 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004
YORKBRIDGE WEALTH PARTNERS, LLC 401(K) PLAN 2019 812859118 2020-10-15 YORKBRIDGE WEALTH PARTNERS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-10-01
Business code 523900
Sponsor’s telephone number 2125744060
Plan sponsor’s address 80 BROAD ST., SUITE 1701, NEW YORK, NY, 10004

DOS Process Agent

Name Role Address
YORKBRIDGE WEALTH PARTNERS, LLC DOS Process Agent 80 BROAD STREET, SUITE 1701, NEW YORK, NY, United States, 10004

History

Start date End date Type Value
2016-06-23 2019-04-24 Address 2804 GATEWAY OAKS DR. #200, SACRAMENTO, CA, 95833, 3509, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
221205002037 2022-12-05 BIENNIAL STATEMENT 2022-06-01
190424000012 2019-04-24 CERTIFICATE OF RESIGNATION OF RECEIPT OF PROCESS 2019-04-24
161130000441 2016-11-30 CERTIFICATE OF PUBLICATION 2016-11-30
160623000401 2016-06-23 APPLICATION OF AUTHORITY 2016-06-23

Date of last update: 23 Nov 2024

Sources: New York Secretary of State