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PWM, LLC

Company Details

Name: PWM, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Jun 2020 (4 years ago) (Companies founded in June 2020)
Entity Number: 5761104
ZIP code: 11747 (Companies in Suffolk, 11747)
County: Suffolk
Place of Formation: New York
Address: 400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, United States, 11747

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POINT WEALTH MANAGEMENT 401(K) PLAN 2023 851395692 2024-04-24 PWM, LLC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6315922017
Plan sponsor’s address 400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2024-04-24
Name of individual signing ROBERT L KILROY
Role Employer/plan sponsor
Date 2024-04-24
Name of individual signing ROBERT L KILROY
POINT WEALTH MANAGEMENT 401(K) PLAN 2022 851395692 2023-05-30 PWM, LLC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 6315922017
Plan sponsor’s address 400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2023-05-30
Name of individual signing ROBERT L KILROY
POINT WEALTH MANAGEMENT 401(K) PLAN 2021 851395692 2022-05-04 PWM, LLC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 6315922017
Plan sponsor’s address 400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2022-05-04
Name of individual signing ROBERT L KILROY
Role Employer/plan sponsor
Date 2022-05-04
Name of individual signing ROBERT L KILROY
POINT WEALTH MANAGEMENT 401(K) PLAN 2020 851395692 2021-06-01 PWM, LLC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 6315922017
Plan sponsor’s address 400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2021-06-01
Name of individual signing ROBERT L KILROY
Role Employer/plan sponsor
Date 2021-06-01
Name of individual signing ROBERT KILROY

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, United States, 11747

Filings

Filing Number Date Filed Type Effective Date
201209000682 2020-12-09 CERTIFICATE OF PUBLICATION 2020-12-09
200603010446 2020-06-03 ARTICLES OF ORGANIZATION 2020-06-03

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THE LLC

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Related by address

400 BROADHOLLOW ROAD, SUITE 200, MELVILLE, NY, United States, 11747

QUINLAN FINANCIAL GROUP, LLC

Date of last update: 21 Nov 2024

Sources: New York Secretary of State

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