Search icon

SRA WEALTH ADVISORS, LLC

Company Details

Name: SRA WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 02 Jun 2023 (a year ago) (Companies founded in June 2023)
Entity Number: 6865889
ZIP code: 10312 (Companies in Richmond, 10312)
County: Richmond
Place of Formation: New York
Address: 38 RETFORD AVE, STATEN ISLAND, NY, United States, 10312

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SRA WEALTH ADVISORS 401K PLAN 2023 931693788 2024-06-05 SRA WEALTH ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-15
Business code 541213
Sponsor’s telephone number 7189671272
Plan sponsor’s address 4355 HYLAN BLVD., STATEN ISLAND, NY, 10312

Signature of

Role Plan administrator
Date 2024-06-05
Name of individual signing SHAUN ROBERTS

DOS Process Agent

Name Role Address
SHAUN ROBERTS DOS Process Agent 38 RETFORD AVE, STATEN ISLAND, NY, United States, 10312

History

Start date End date Type Value
2023-06-02 2023-09-07 Address 38 RETFORD AVE, STATEN ISLAND, NY, 10312, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230907002658 2023-07-31 CERTIFICATE OF PUBLICATION 2023-07-31
230602002498 2023-06-02 ARTICLES OF ORGANIZATION 2023-06-02

Date of last update: 19 Nov 2024

Sources: New York Secretary of State