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PORTFOLIO MANAGEMENT ASSOCIATES, INC.

Company Details

Name: PORTFOLIO MANAGEMENT ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Jul 1986 (38 years ago)
Entity Number: 1095013
ZIP code: 10023
County: New York
Place of Formation: New York
Address: 60 WEST 76TH STREET, NEW YORK, NY, United States, 10023

Shares Details

Shares issued 1000

Share Par Value 1

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PMA RETIREMENT PLAN PROFIT SHARING PLAN 2012 133359247 2013-08-21 PORTFOLIO MANAGEMENT ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-05-01
Business code 541600
Sponsor’s telephone number 4157557030
Plan sponsor’s mailing address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
Plan sponsor’s address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510

Plan administrator’s name and address

Administrator’s EIN 861156414
Plan administrator’s name JOSEPH DEBELLIS
Plan administrator’s address 546 SAUSALITO BLVD, SAUSALITO, CA, 94965
Administrator’s telephone number 4157557030

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2013-08-21
Name of individual signing JOSEPH DEBELLIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-21
Name of individual signing JOSEPH DEBELLIS
Valid signature Filed with authorized/valid electronic signature
PMA RETIREMENT PLAN PROFIT SHARING PLAN 2011 133359247 2012-09-04 PORTFOLIO MANAGEMENT ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-05-01
Business code 541600
Sponsor’s telephone number 4157557030
Plan sponsor’s mailing address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
Plan sponsor’s address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510

Plan administrator’s name and address

Administrator’s EIN 861156414
Plan administrator’s name JOSEPH DEBELLIS
Plan administrator’s address 26 CEDAR AVE, LARKSPUR, CA, 94939
Administrator’s telephone number 4157557030

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 6
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-09-04
Name of individual signing JOSEPH DEBELLIS
Valid signature Filed with authorized/valid electronic signature
PMA RETIREMENT PLAN PROFIT SHARING PLAN 2010 133359247 2011-10-12 PORTFOLIO MANAGEMENT ASSOCIATES, INC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-05-01
Business code 541600
Sponsor’s telephone number 4157557030
Plan sponsor’s mailing address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
Plan sponsor’s address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510

Plan administrator’s name and address

Administrator’s EIN 861156414
Plan administrator’s name JOSEPH DEBELLIS
Plan administrator’s address 26 CEDAR AVE, LARKSPUR, CA, 94939
Administrator’s telephone number 4157557030

Number of participants as of the end of the plan year

Active participants 7
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-10-12
Name of individual signing JOSEPH DEBELLIS
Valid signature Filed with authorized/valid electronic signature
PMA RETIREMENT PLAN PROFIT SHARING PLAN 2009 133359247 2010-11-23 PORTFOLIO MANAGEMENT ASSOCIATES, INC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-05-01
Business code 541600
Sponsor’s telephone number 4157557030
Plan sponsor’s mailing address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
Plan sponsor’s address 22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510

Plan administrator’s name and address

Administrator’s EIN 861156414
Plan administrator’s name JOSEPH DEBELLIS
Plan administrator’s address 26 CEDAR AVE, LARKSPUR, CA, 94939
Administrator’s telephone number 4157557030

Number of participants as of the end of the plan year

Active participants 7
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-11-23
Name of individual signing JOSEPH DEBELLIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-11-23
Name of individual signing JOSEPH DEBELLIS
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 60 WEST 76TH STREET, NEW YORK, NY, United States, 10023

Filings

Filing Number Date Filed Type Effective Date
B376516-5 1986-07-02 CERTIFICATE OF INCORPORATION 1986-07-02

Date of last update: 15 Nov 2024

Sources: New York Secretary of State