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MARINO WEALTH MANAGEMENT LLC

Company Details

Name: MARINO WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Mar 2021 (4 years ago) (Companies founded in March 2021)
Entity Number: 5971440
ZIP code: 11771 (Companies in Nassau, 11771)
County: Nassau
Place of Formation: New York
Address: 37 SHERWOOD GATE, OYSTER BAY COVE, NY, United States, 11771

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARINO WEALTH MANAGEMENT LLC 401(K) PLAN 2023 862974487 2024-07-30 MARINO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-06-14
Business code 523900
Sponsor’s telephone number 5165881949
Plan sponsor’s address 111 SOUTH STREET, SUITE 1, OYSTER BAY, NY, 11771

Signature of
Role Plan administrator
Date 2024-07-30
Name of individual signing JAMES MARINO
Role Employer/plan sponsor
Date 2024-07-30
Name of individual signing JAMES MARINO
MARINO WEALTH MANAGEMENT LLC CASH BALANCE PLAN 2023 862974487 2024-07-30 MARINO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-06-14
Business code 523900
Sponsor’s telephone number 5165881949
Plan sponsor’s address 111 SOUTH STREET, SUITE 1, OYSTER BAY, NY, 11771

Signature of
Role Plan administrator
Date 2024-07-30
Name of individual signing JAMES MARINO
Role Employer/plan sponsor
Date 2024-07-30
Name of individual signing JAMES MARINO
MARINO WEALTH MANAGEMENT LLC CASH BALANCE PLAN 2022 862974487 2023-04-10 MARINO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-06-14
Business code 523900
Sponsor’s telephone number 5165881949
Plan sponsor’s address 111 SOUTH STREET, SUITE 1, OYSTER BAY, NY, 11771

Signature of
Role Plan administrator
Date 2023-04-10
Name of individual signing JAMES MARINO
Role Employer/plan sponsor
Date 2023-04-10
Name of individual signing JAMES MARINO
MARINO WEALTH MANAGEMENT LLC 401(K) PLAN 2022 862974487 2023-04-10 MARINO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-06-14
Business code 523900
Sponsor’s telephone number 5165881949
Plan sponsor’s address 111 SOUTH STREET, SUITE 1, OYSTER BAY, NY, 11771

Signature of
Role Plan administrator
Date 2023-04-10
Name of individual signing JAMES MARINO
Role Employer/plan sponsor
Date 2023-04-10
Name of individual signing JAMES MARINO
MARINO WEALTH MANAGEMENT LLC 401(K) PLAN 2021 862974487 2022-04-29 MARINO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-06-14
Business code 523900
Sponsor’s telephone number 5165881949
Plan sponsor’s address 111 SOUTH STREET, SUITE 1, OYSTER BAY, NY, 11771

Signature of
Role Plan administrator
Date 2022-04-29
Name of individual signing JAMES MARINO
MARINO WEALTH MANAGEMENT LLC CASH BALANCE PLAN 2021 862974487 2022-04-29 MARINO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-06-14
Business code 523900
Sponsor’s telephone number 5165881949
Plan sponsor’s address 111 SOUTH STREET, SUITE 1, OYSTER BAY, NY, 11771

Signature of
Role Plan administrator
Date 2022-04-29
Name of individual signing JAMES MARINO
Role Employer/plan sponsor
Date 2022-04-29
Name of individual signing JAMES MARINO

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 37 SHERWOOD GATE, OYSTER BAY COVE, NY, United States, 11771

Filings

Filing Number Date Filed Type Effective Date
210324000039 2021-03-24 ARTICLES OF ORGANIZATION 2021-03-24

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Related by address

No related companies by address

Date of last update: 21 Nov 2024

Sources: New York Secretary of State

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