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HIGH PEAKS WEALTH MANAGEMENT LLC

Company Details

Name: HIGH PEAKS WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Feb 2017 (8 years ago)
Entity Number: 5090803
ZIP code: 11743
County: Suffolk
Place of Formation: New York
Address: 37 FLEETS COVE RD, HUNTINGTON, NY, United States, 11743

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HIGH PEAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2022 611844832 2023-11-21 HIGH PEAKS WEALTH MANAGEMENT LLC 1
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Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 523900
Sponsor’s telephone number 6313662524
Plan sponsor’s address 1363 VETERANS MEMORIAL HWY STE 42, HAUPPAUGE, NY, 117883046

Signature of

Role Plan administrator
Date 2023-11-21
Name of individual signing ARAGORN BATSFORD
Role Employer/plan sponsor
Date 2023-11-21
Name of individual signing ARAGORN BATSFORD
HIGH PEAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2021 611844832 2022-12-07 HIGH PEAKS WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 523900
Sponsor’s telephone number 6313662524
Plan sponsor’s address 1363 VETERANS MEMORIAL HWY STE 42, HAUPPAUGE, NY, 117883046

Signature of

Role Plan administrator
Date 2022-12-07
Name of individual signing ARAGORN BATSFORD
Role Employer/plan sponsor
Date 2022-12-07
Name of individual signing ARAGORN BATSFORD
HIGH PEAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2020 611844832 2022-04-19 HIGH PEAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 523900
Sponsor’s telephone number 6313662524
Plan sponsor’s address 1363 VETERANS MEMORIAL HWY STE 42, HAUPPAUGE, NY, 117883046

Signature of

Role Plan administrator
Date 2022-04-19
Name of individual signing ARAGORN BATSFORD
Role Employer/plan sponsor
Date 2022-04-19
Name of individual signing ARAGORN BATSFORD
HIGH PEAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2019 611844832 2021-06-24 HIGH PEAKS WEALTH MANAGEMENT LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 523900
Sponsor’s telephone number 6313662524
Plan sponsor’s address PO BOX 155, GREENLAWN, NY, 117400155

Signature of

Role Plan administrator
Date 2021-06-24
Name of individual signing ARAGORN BATSFORD
Role Employer/plan sponsor
Date 2021-06-24
Name of individual signing ARAGORN BATSFORD

DOS Process Agent

Name Role Address
HIGH PEAKS WEALTH MANAGEMENT LLC DOS Process Agent 37 FLEETS COVE RD, HUNTINGTON, NY, United States, 11743

History

Start date End date Type Value
2019-02-26 2023-02-17 Address 37 FLEETS COVE RD, HUNTINGTON, NY, 11743, 1515, USA (Type of address: Service of Process)
2017-02-23 2019-02-26 Address 65 SHADY LANE, HUNTINGTON, NY, 11743, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230217003425 2023-02-17 BIENNIAL STATEMENT 2023-02-01
210205060049 2021-02-05 BIENNIAL STATEMENT 2021-02-01
190226060263 2019-02-26 BIENNIAL STATEMENT 2019-02-01
170830000502 2017-08-30 CERTIFICATE OF AMENDMENT 2017-08-30
170501000368 2017-05-01 CERTIFICATE OF PUBLICATION 2017-05-01
170223000540 2017-02-23 ARTICLES OF ORGANIZATION 2017-02-23

Date of last update: 23 Nov 2024

Sources: New York Secretary of State