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WEALTHSMART, INC.

Company Details

Name: WEALTHSMART, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 26 Dec 2017 (7 years ago) (Companies founded in December 2017)
Entity Number: 5255628
ZIP code: 07030 (Companies in Monroe, 07030)
County: Monroe
Place of Formation: Delaware
Address: 2 14TH STREET, APT. 221, HOBOKEN, NJ, United States, 07030

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHSMART INC 401(K) PLAN 2023 823668664 2024-05-16 WEALTHSMART INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 511210
Sponsor’s telephone number 6312755156
Plan sponsor’s address 43 WEST 23RD STREET C/O RISE, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2024-05-16
Name of individual signing JONATHAN DORANDO
WEALTHSMART INC 401(K) PLAN 2022 823668664 2023-07-06 WEALTHSMART INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 511210
Sponsor’s telephone number 2124647305
Plan sponsor’s address 43 WEST 23RD STREET C/O RISE, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2023-07-06
Name of individual signing JONATHAN DORANDO
WEALTHSMART INC 401(K) PLAN 2021 823668664 2022-06-23 WEALTHSMART INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 511210
Sponsor’s telephone number 2124647305
Plan sponsor’s address 43 WEST 23RD STREET C/O RISE, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2022-06-23
Name of individual signing MICHAEL PRIEST
WEALTHSMART INC 401(K) PLAN 2020 823668664 2021-09-28 WEALTHSMART INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 511210
Sponsor’s telephone number 9082295862
Plan sponsor’s address 43 WEST 23RD STREET C/O RISE, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2021-09-28
Name of individual signing MICHAEL PRIEST

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 2 14TH STREET, APT. 221, HOBOKEN, NJ, United States, 07030

Filings

Filing Number Date Filed Type Effective Date
171226000191 2017-12-26 APPLICATION OF AUTHORITY 2017-12-26

Date of last update: 22 Nov 2024

Sources: New York Secretary of State