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PALUMBO WEALTH MANAGEMENT, LLC

Company Details

Name: PALUMBO WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Nov 2019 (5 years ago)
Entity Number: 5652275
ZIP code: 95833
County: New York
Place of Formation: New York
Address: 2804 GATEWAY OAKS DR. #100, SACRAMENTO, NY, United States, 95833

Central Index Key

CIK number Mailing Address Business Address Phone
1846310 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021 (516) 629-7536

Filings since 2024-08-21

Form type N-PX
File number 028-21248
Filing date 2024-08-21
Reporting date 2024-06-30
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Filings since 2024-08-02

Form type 13F-HR
File number 028-21248
Filing date 2024-08-02
Reporting date 2024-06-30
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Filings since 2024-04-15

Form type 13F-HR
File number 028-21248
Filing date 2024-04-15
Reporting date 2024-03-31
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Filings since 2024-01-22

Form type 13F-HR
File number 028-21248
Filing date 2024-01-22
Reporting date 2023-12-31
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Filings since 2023-10-16

Form type 13F-HR
File number 028-21248
Filing date 2023-10-16
Reporting date 2023-09-30
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Filings since 2023-07-26

Form type 13F-HR
File number 028-21248
Filing date 2023-07-26
Reporting date 2023-06-30
File View File

Filings since 2023-05-04

Form type 13F-HR
File number 028-21248
Filing date 2023-05-04
Reporting date 2023-03-31
File View File

Filings since 2023-02-13

Form type 13F-HR
File number 028-21248
Filing date 2023-02-13
Reporting date 2022-12-31
File View File

Filings since 2022-11-14

Form type 13F-HR
File number 028-21248
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-12

Form type 13F-HR
File number 028-21248
Filing date 2022-08-12
Reporting date 2022-06-30
File View File

Filings since 2022-05-10

Form type 13F-HR
File number 028-21248
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-16

Form type 13F-HR
File number 028-21248
Filing date 2022-02-16
Reporting date 2021-12-31
File View File

Filings since 2021-11-12

Form type 13F-HR
File number 028-21248
Filing date 2021-11-12
Reporting date 2021-09-30
File View File

Filings since 2021-08-16

Form type 13F-HR
File number 028-21248
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-05-17

Form type 13F-HR
File number 028-21248
Filing date 2021-05-17
Reporting date 2021-03-31
File View File

Filings since 2021-05-17

Form type 13F-HR
File number 028-21248
Filing date 2021-05-17
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALUMBO WEALTH MANAGEMENT LLC PENSION PLAN 2023 844342936 2024-10-11 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing PHILIP PALUMBO
Valid signature Filed with authorized/valid electronic signature
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2023 844342936 2024-10-11 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing PHILIP PALUMBO
Valid signature Filed with authorized/valid electronic signature
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2022 844342936 2023-09-21 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC PENSION PLAN 2022 844342936 2023-09-21 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC PENSION PLAN 2021 844342936 2022-10-03 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2022-10-03
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2021 844342936 2022-10-03 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2022-10-03
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2020 844342936 2021-12-29 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of

Role Plan administrator
Date 2021-12-29
Name of individual signing PHILIP PALUMBO
Role Employer/plan sponsor
Date 2021-12-29
Name of individual signing PHILIP PALUMBO

DOS Process Agent

Name Role Address
PARACORP INCORPORATED DOS Process Agent 2804 GATEWAY OAKS DR. #100, SACRAMENTO, NY, United States, 95833

Filings

Filing Number Date Filed Type Effective Date
200430000144 2020-04-30 CERTIFICATE OF PUBLICATION 2020-04-30
200121000432 2020-01-21 CERTIFICATE OF AMENDMENT 2020-01-21
191107010213 2019-11-07 ARTICLES OF ORGANIZATION 2019-11-07

Date of last update: 21 Nov 2024

Sources: New York Secretary of State