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FLOURISH WEALTH ADVISORS LLC

Company Details

Name: FLOURISH WEALTH ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Mar 2018 (7 years ago) (Companies founded in March 2018)
Entity Number: 5302513
ZIP code: 12533 (Companies in Dutchess, 12533)
County: Dutchess
Place of Formation: New York
Address: 2531 RT. 52 STE. 207, HOPEWELL JUNCTION, NY, United States, 12533

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FLOURISH WEALTH ADVISORS 401(K) PLAN 2023 824900560 2024-06-20 FLOURISH WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-27
Business code 111100
Sponsor’s telephone number 8452535250
Plan sponsor’s address HERITAGE SQUARE 2531 RTE 52 STE 207, HOPEWELL JUNCTION, NY, 125330000

Signature of

Role Plan administrator
Date 2024-06-20
Name of individual signing WILLIAM DWYER
FLOURISH WEALTH ADVISORS 401(K) PLAN 2022 824900560 2023-06-21 FLOURISH WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-27
Business code 111100
Sponsor’s telephone number 8452535250
Plan sponsor’s address HERITAGE SQUARE 2531 RTE 52 STE 207, HOPEWELL JUNCTION, NY, 125330000

Signature of

Role Plan administrator
Date 2023-06-21
Name of individual signing WILLIAM DWYER
FLOURISH WEALTH ADVISORS 401(K) PLAN 2021 824900560 2022-07-13 FLOURISH WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-27
Business code 111100
Sponsor’s telephone number 8452535250
Plan sponsor’s address HERITAGE SQUARE 2531 RTE 52 STE 207, HOPEWELL JUNCTION, NY, 125330000

Signature of

Role Plan administrator
Date 2022-07-13
Name of individual signing WILLIAM DWYER
FLOURISH WEALTH ADVISORS 401(K) 2020 824900560 2021-06-28 FLOURISH WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-27
Business code 111100
Sponsor’s telephone number 8452535250
Plan sponsor’s address HERITAGE SQUARE 2531 RTE 52 STE 207, HOPEWELL JUNCTION, NY, 125330000

Signature of

Role Plan administrator
Date 2021-06-28
Name of individual signing WILLIAM DWYER
FLOURISH WEALTH ADVISORS 401(K) PLAN 2019 824900560 2020-06-29 FLOURISH WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-27
Business code 111100
Sponsor’s telephone number 8452535250
Plan sponsor’s address HERITAGE SQUARE 2531 RTE 52 STE 207, HOPEWELL JUNCTION, NY, 125330000

Signature of

Role Plan administrator
Date 2020-06-29
Name of individual signing WILLIAM DWYER
FLOURISH WEALTH ADVISORS 401(K) PLAN 2018 824900560 2019-05-31 FLOURISH WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-27
Business code 111100
Sponsor’s telephone number 8452535250
Plan sponsor’s address HERITAGE SQUARE, 2531 ROUTE 52, SUITE 207, HOPEWELL JUNCTION, NY, 12533

Signature of

Role Plan administrator
Date 2019-05-31
Name of individual signing WILLIAM DWYER

DOS Process Agent

Name Role Address
FLOURISH WEALTH ADVISORS LLC DOS Process Agent 2531 RT. 52 STE. 207, HOPEWELL JUNCTION, NY, United States, 12533

Agent

Name Role Address
WILLIAM A. DWYER III Agent 2531 RT. 52 STE. 207, HOPEWELL JUNCTION, NY, 12533

History

Start date End date Type Value
2018-12-12 2024-03-01 Address 2531 RT. 52 STE. 207, HOPEWELL JUNCTION, NY, 12533, 3227, USA (Type of address: Registered Agent)
2018-12-12 2024-03-01 Address 2531 RT. 52 STE. 207, HOPEWELL JUNCTION, NY, 12533, 3227, USA (Type of address: Service of Process)
2018-03-13 2018-12-12 Address 33 THOMAS ROAD, POUGHQUAG, NY, 12570, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240301040469 2024-03-01 BIENNIAL STATEMENT 2024-03-01
220127002206 2022-01-27 BIENNIAL STATEMENT 2022-01-27
181212000911 2018-12-12 CERTIFICATE OF CHANGE 2018-12-12
180514000860 2018-05-14 CERTIFICATE OF PUBLICATION 2018-05-14
180313000063 2018-03-13 ARTICLES OF ORGANIZATION 2018-03-13

Date of last update: 22 Nov 2024

Sources: New York Secretary of State