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NORTH CAPE WEALTH MANAGEMENT LLC

Company Details

Name: NORTH CAPE WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 Nov 2020 (4 years ago)
Entity Number: 5881866
ZIP code: 14221
County: Erie
Place of Formation: Delaware
Address: 6700 MAIN STREET, WILLIAMSVILLE, NY, United States, 14221

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NORTH CAPE WEALTH MANAGEMENT LLC 401(K) PLAN 2021 854063097 2022-08-17 NORTH CAPE WEALTH MANAGEMENT LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-06-01
Business code 523900
Sponsor’s telephone number 7168800430
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 116, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2022-08-17
Name of individual signing SHIRLEY HORNER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 6700 MAIN STREET, WILLIAMSVILLE, NY, United States, 14221

Filings

Filing Number Date Filed Type Effective Date
210514000010 2021-05-14 CERTIFICATE OF PUBLICATION 2021-05-14
201119000384 2020-11-19 APPLICATION OF AUTHORITY 2020-11-19

Date of last update: 21 Nov 2024

Sources: New York Secretary of State