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WALSH WEALTH GROUP, LLC

Company Details

Name: WALSH WEALTH GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Aug 2020 (4 years ago)
Entity Number: 5812877
County: Suffolk
Place of Formation: New York
Address: 503 Corbin Pl, WEST ISLIP, NY, United States, 11795
Address ZIP Code: 11795

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALSH WEALTH GROUP CASH BALANCE PLAN 2023 852604615 2024-08-19 WALSH WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6316717366
Plan sponsor’s address 503 CORBIN PLACE, WEST ISLIP, NY, 11795

Signature of
Role Plan administrator
Date 2024-08-19
Name of individual signing GRACEANNE BLACKLER
WALSH WEALTH GROUP 401(K) PROFIT SHARING PLAN 2023 852604615 2024-08-19 WALSH WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6316717366
Plan sponsor’s address 503 CORBIN PLACE, WEST ISLIP, NY, 11795

Signature of
Role Plan administrator
Date 2024-08-19
Name of individual signing GRACEANNE BLACKLER
WALSH WEALTH GROUP CASH BALANCE PLAN 2022 852604615 2023-10-13 WALSH WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6316717366
Plan sponsor’s address 503 CORBIN PLACE, WEST ISLIP, NY, 11795

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing GRACEANNE BLACKLER
WALSH WEALTH GROUP 401(K) PROFIT SHARING PLAN 2022 852604615 2023-10-13 WALSH WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6316717366
Plan sponsor’s address 503 CORBIN PLACE, WEST ISLIP, NY, 11795

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing GRACEANNE BLACKLER
WALSH WEALTH GROUP 401(K) PROFIT SHARING PLAN 2021 852604615 2022-10-13 WALSH WEALTH GROUP 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6316717366
Plan sponsor’s address 503 CORBIN PLACE, WEST ISLIP, NY, 11795

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing GRACEANNE BLACKLER
WALSH WEALTH GROUP CASH BALANCE PLAN 2021 852604615 2022-10-13 WALSH WEALTH GROUP 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6316717366
Plan sponsor’s address 503 CORBIN PLACE, WEST ISLIP, NY, 11795

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing GRACEANNE BLACKLER

DOS Process Agent

Name Role Address
WALSH WEALTH GROUP, LLC, GRACEANNE WALSH DOS Process Agent 503 Corbin Pl, WEST ISLIP, NY, United States, 11795

History

Start date End date Type Value
2020-08-14 2024-02-19 Address 25 KETEWAMOKE AVENUE, BABYLON, NY, 11702, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240219001257 2024-02-19 BIENNIAL STATEMENT 2024-02-19
201020000687 2020-10-20 CERTIFICATE OF PUBLICATION 2020-10-20
200814010399 2020-08-14 ARTICLES OF ORGANIZATION 2020-08-14

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 03 Nov 2024

Sources: New York Secretary of State

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