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WINTERHALTER WEALTH MANAGEMENT INC.

Company Details

Name: WINTERHALTER WEALTH MANAGEMENT INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 16 Apr 2019 (6 years ago)
Entity Number: 5534533
ZIP code: 14224
County: Erie
Place of Formation: New York
Address: PO BOX 193, WEST SENECA, NY, United States, 14224

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
WINTERHALTER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2023 834577153 2024-05-15 WINTERHALTER WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 7165394220
Plan sponsor’s address 240 REDTAIL STE #14, ORCHARD PARK, NY, 14127

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing TIMOTHY LEE WINTERHALTER
WINTERHALTER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 834577153 2023-05-18 WINTERHALTER WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 7165394220
Plan sponsor’s address 240 REDTAIL STE #14, ORCHARD PARK, NY, 14127

Signature of

Role Plan administrator
Date 2023-05-18
Name of individual signing TIMOTHY WINTERHALTER
WINTERHALTER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2021 834577153 2022-06-06 WINTERHALTER WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 7165394220
Plan sponsor’s address 240 REDTAIL STE #14, ORCHARD PARK, NY, 14127

Signature of

Role Plan administrator
Date 2022-06-06
Name of individual signing TIMOTHY WINTERHALTER
WINTERHALTER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2020 834577153 2021-05-20 WINTERHALTER WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 7165394220
Plan sponsor’s address 240 REDTAIL STE #14, ORCHARD PARK, NY, 14127

Signature of

Role Plan administrator
Date 2021-05-20
Name of individual signing TIMOTHY WINTERHALTER
WINTERHALTER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2019 834577153 2020-04-01 WINTERHALTER WEALTH MANAGEMENT 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 7165394220
Plan sponsor’s address 240 REDTAIL STE #14, ORCHARD PARK, NY, 14127

Signature of

Role Plan administrator
Date 2020-04-01
Name of individual signing TIMOTHY WINTERHALTER

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent PO BOX 193, WEST SENECA, NY, United States, 14224

Filings

Filing Number Date Filed Type Effective Date
190416000221 2019-04-16 CERTIFICATE OF INCORPORATION 2019-04-16

Date of last update: 22 Nov 2024

Sources: New York Secretary of State