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OAK GROUP WEALTH MANAGEMENT LLC

Company Details

Name: OAK GROUP WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Apr 2022 (3 years ago) (Companies founded in April 2022)
Entity Number: 6454633
ZIP code: 12603 (Companies in Dutchess, 12603)
County: Dutchess
Place of Formation: Delaware
Foreign Legal Name: OAK GROUP WEALTH MANAGEMENT LLC
Address: 34 cedar pond lane, POUGHKEEPSIE, NY, United States, 12603

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK GROUP WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN AND TRUST 2023 881628905 2024-08-07 OAK GROUP WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8454837945
Plan sponsor’s address 2649 SOUTH ROAD, SUITE 102, POUGHKEEPSIE, NY, 12601
OAK GROUP WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN AND TRUST 2022 881628905 2023-04-17 OAK GROUP WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8454837945
Plan sponsor’s address 2649 SOUTH ROAD, SUITE 102, POUGHKEEPSIE, NY, 12601

DOS Process Agent

Name Role Address
gary ben-ezra DOS Process Agent 34 cedar pond lane, POUGHKEEPSIE, NY, United States, 12603

Filings

Filing Number Date Filed Type Effective Date
220409000664 2022-04-08 APPLICATION OF AUTHORITY 2022-04-08

Date of last update: 20 Nov 2024

Sources: New York Secretary of State