| Name: | WATERTOWN WEALTH MANAGEMENT LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 11 Dec 2020 (4 years ago) (Companies founded in December 2020) |
| Entity Number: | 5895259 |
| ZIP code: | 13601 (Companies in Jefferson, 13601) |
| County: | Jefferson |
| Place of Formation: | New York |
| Address: | 531 Washington St, Suite 3501, WATERTOWN, NY, United States, 13601 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WATERTOWN WEALTH MANAGEMENT 401(K)/PSP | 2023 | 452546470 | 2024-07-02 | WATERTOWN WEALTH MANAGEMENT, LLC | 5 | |||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-01 |
| Name of individual signing | COLLEEN O'SHAUGHNESSY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3157885860 |
| Plan sponsor’s address | 531 WASHINGTON ST. SUITE 3501, WATERTOWN, NY, 13601 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-25 |
| Name of individual signing | COLLEEN O'SHAUGHNESSY |
| Name | Role | Address |
|---|---|---|
| WATERTOWN WEALTH MANAGEMENT LLC | DOS Process Agent | 531 Washington St, Suite 3501, WATERTOWN, NY, United States, 13601 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2020-12-11 | 2024-08-20 | Address | 1308 SUNSET RIDGE, WATERTOWN, NY, 13601, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240820003634 | 2024-08-20 | BIENNIAL STATEMENT | 2024-08-20 |
| 210409000316 | 2021-04-09 | CERTIFICATE OF PUBLICATION | 2021-04-09 |
| 201211000185 | 2020-12-11 | ARTICLES OF ORGANIZATION | 2020-12-11 |
Date of last update: 21 Nov 2024
Sources: New York Secretary of State
