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MOOSE WEALTH ADVISORY GROUP, LLC

Company Details

Name: MOOSE WEALTH ADVISORY GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 May 2020 (5 years ago)
Entity Number: 5749189
ZIP code: 14623
County: Monroe
Place of Formation: New York
Address: 2024 WEST HENRIETTA ROAD, BUILDING 3E, ROCHESTER, NY, United States, 14623

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MOOSE WEALTH ADVISORY GROUP 401(K) PLAN 2023 853267502 2024-10-02 MOOSE WEALTH ADVISORY GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5852720088
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, BUILDING 3 E, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing JOHN MOOSE
Valid signature Filed with authorized/valid electronic signature
MOOSE WEALTH ADVISORY GROUP 401(K) PLAN 2022 853267502 2023-08-29 MOOSE WEALTH ADVISORY GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5852720080
Plan sponsor’s address 2024 W. HENRIETTA ROAD, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2023-08-29
Name of individual signing JOHN N. MOOSE

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 2024 WEST HENRIETTA ROAD, BUILDING 3E, ROCHESTER, NY, United States, 14623

Filings

Filing Number Date Filed Type Effective Date
200721000257 2020-07-21 CERTIFICATE OF PUBLICATION 2020-07-21
200511010267 2020-05-11 ARTICLES OF ORGANIZATION 2020-05-11

Date of last update: 21 Nov 2024

Sources: New York Secretary of State