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WAFRA INVESTMENT ADVISORY GROUP, INC.

Company Details

Name: WAFRA INVESTMENT ADVISORY GROUP, INC.
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 26 Jun 1986 (38 years ago)
Date of dissolution: 26 Jun 1986
Entity Number: 1093680
County: Blank

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2014 133244612 2015-06-25 WAFRA INVESTMENT ADVISORY GROUP 103
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, 41ST FLOOR, NEW YORK, NY, 10154

Signature of

Role Plan administrator
Date 2015-06-25
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2013 133244612 2014-07-16 WAFRA INVESTMENT ADVISORY GROUP 92
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, 41ST FLOOR, NEW YORK, NY, 10154

Signature of

Role Plan administrator
Date 2014-07-16
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2012 133244612 2013-07-09 WAFRA INVESTMENT ADVISORY GROUP 93
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, 41ST FLOOR, NEW YORK, NY, 10154

Signature of

Role Plan administrator
Date 2013-07-09
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2011 133244612 2012-07-17 WAFRA INVESTMENT ADVISORY GROUP 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, NEW YORK, NY, 10154

Plan administrator’s name and address

Administrator’s EIN 133244612
Plan administrator’s name WAFRA INVESTMENT ADVISORY GROUP
Plan administrator’s address 345 PARK AVENUE, NEW YORK, NY, 10154
Administrator’s telephone number 2127593700

Signature of

Role Plan administrator
Date 2012-07-17
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2010 133244612 2011-07-08 WAFRA INVESTMENT ADVISORY GROUP 84
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, NEW YORK, NY, 10154

Plan administrator’s name and address

Administrator’s EIN 133244612
Plan administrator’s name WAFRA INVESTMENT ADVISORY GROUP
Plan administrator’s address 345 PARK AVENUE, NEW YORK, NY, 10154
Administrator’s telephone number 2127593700

Signature of

Role Plan administrator
Date 2011-07-08
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2010 133244612 2011-07-13 WAFRA INVESTMENT ADVISORY GROUP 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, NEW YORK, NY, 10154

Plan administrator’s name and address

Administrator’s EIN 133244612
Plan administrator’s name WAFRA INVESTMENT ADVISORY GROUP
Plan administrator’s address 345 PARK AVENUE, NEW YORK, NY, 10154
Administrator’s telephone number 2127593700

Signature of

Role Plan administrator
Date 2011-07-13
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2010 133244612 2011-07-07 WAFRA INVESTMENT ADVISORY GROUP 84
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, NEW YORK, NY, 10154

Plan administrator’s name and address

Administrator’s EIN 133244612
Plan administrator’s name WAFRA INVESTMENT ADVISORY GROUP
Plan administrator’s address 345 PARK AVENUE, NEW YORK, NY, 10154
Administrator’s telephone number 2127593700

Signature of

Role Plan administrator
Date 2011-07-07
Name of individual signing JEANINE MACFADYEN
WAFRA INVESTMENT ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 133244612 2010-07-08 WAFRA INVESTMENT ADVISORY GROUP, INC. 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 523900
Sponsor’s telephone number 2127593700
Plan sponsor’s address 345 PARK AVENUE, 41ST FLOOR, NEW YORK, NY, 101540101

Plan administrator’s name and address

Administrator’s EIN 133244612
Plan administrator’s name WAFRA INVESTMENT ADVISORY GROUP, INC.
Plan administrator’s address 345 PARK AVENUE, 41ST FLOOR, NEW YORK, NY, 101540101
Administrator’s telephone number 2127593700

Signature of

Role Plan administrator
Date 2010-07-08
Name of individual signing ELFRIEDE C. ZIMMERMANN
Role Employer/plan sponsor
Date 2010-07-08
Name of individual signing ANTHONY G. BARBUTO

Date of last update: 15 Nov 2024

Sources: New York Secretary of State