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PATTERSON PLANNING & SERVICES, INC.

Company Details

Name: PATTERSON PLANNING & SERVICES, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 14 Mar 1962 (63 years ago) (Companies founded in March 1962)
Entity Number: 146036
ZIP code: 12207 (Companies in New York, 12207)
County: New York
Place of Formation: Delaware
Principal Address: 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, United States, 12601
Address: 80 STATE STREET, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PATTERSON PLANNING & SERVICES, INC. PROFIT-SHARING RETIREMENT PLAN 2023 131913522 2024-06-04 PATTERSON PLANNING & SERVICES, INC. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2024-06-04
Name of individual signing MARK A. CHAMBERLIN
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2022 131913522 2023-06-07 PATTERSON PLANNING & SERVICES, INC. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2023-06-07
Name of individual signing MARK A. CHAMBERLIN
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2021 131913522 2022-06-09 PATTERSON PLANNING & SERVICES, INC. 39
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2022-06-09
Name of individual signing LAURA FINKLER
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2020 131913522 2021-06-09 PATTERSON PLANNING & SERVICES, INC. 39
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2021-06-09
Name of individual signing LAURA FINKLER
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2019 131913522 2020-07-09 PATTERSON PLANNING & SERVICES, INC. 37
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2020-07-09
Name of individual signing LAURA FINKLER
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2018 131913522 2019-04-12 PATTERSON PLANNING & SERVICES, INC. 38
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2019-04-12
Name of individual signing LYNN MCCLUSKEY
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2017 131913522 2018-06-13 PATTERSON PLANNING & SERVICES, INC. 40
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2018-06-13
Name of individual signing LYNN MCCLUSKEY
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2016 131913522 2017-07-17 PATTERSON PLANNING & SERVICES, INC. 39
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2017-07-17
Name of individual signing LYNN MCCLUSKEY
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2015 131913522 2016-06-23 PATTERSON PLANNING & SERVICES, INC. 39
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

Signature of

Role Plan administrator
Date 2016-06-23
Name of individual signing LYNN MCCLUSKEY
PATTERSON PLANNING & SERVICES, INC. EMPLOYEES PROFIT-SHARING 2014 131913522 2015-08-12 PATTERSON PLANNING & SERVICES, INC. 40
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1960-01-01
Business code 541600
Sponsor’s telephone number 2128851625
Plan sponsor’s address 565 FIFTH AVENUE, NEW YORK, NY, 10017

Signature of

Role Plan administrator
Date 2015-08-12
Name of individual signing LYNN MCCLUSKEY

Chief Executive Officer

Name Role Address
ROBERT R DYSON Chief Executive Officer 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, United States, 12601

Agent

Name Role Address
THE PRENTICE-HALL CORPORATION SYSTEM, INC. Agent 80 STATE STREET, ALBANY, NY, 12207

DOS Process Agent

Name Role Address
C/O THE PRENTICE-HALL CORPORATION SYSTEM, INC. DOS Process Agent 80 STATE STREET, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2024-03-19 2024-03-19 Address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
2016-03-01 2024-03-19 Address 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
1998-03-19 2016-03-01 Address 565 FIFTH AVE, 4TH FL, NEW YORK, NY, 10017, 2413, USA (Type of address: Chief Executive Officer)
1998-03-19 2016-03-01 Address 565 FIFTH AVE, 4TH FL, NEW YORK, NY, 10017, 2413, USA (Type of address: Principal Executive Office)
1997-03-31 2024-03-19 Address 80 STATE STREET, ALBANY, NY, 12207, USA (Type of address: Registered Agent)
1997-03-31 2024-03-19 Address 80 STATE STREET, ALBANY, NY, 12207, USA (Type of address: Service of Process)
1995-10-17 1997-03-31 Address 500 CENTRAL AVE., ALBANY, NY, 12206, 2290, USA (Type of address: Registered Agent)
1995-10-17 1997-03-31 Address 500 CENTRAL AVE., ALBANY, NY, 12206, 2290, USA (Type of address: Service of Process)
1993-06-11 1998-03-19 Address 230 PARK AVENUE, SUITE 659, NEW YORK, NY, 10169, 0019, USA (Type of address: Principal Executive Office)
1993-06-11 1998-03-19 Address 230 PARK AVENUE, SUITE 659, NEW YORK, NY, 10169, 0019, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
240319003307 2024-03-19 BIENNIAL STATEMENT 2024-03-19
220329001228 2022-03-29 BIENNIAL STATEMENT 2022-03-01
200303060927 2020-03-03 BIENNIAL STATEMENT 2020-03-01
180323006214 2018-03-23 BIENNIAL STATEMENT 2018-03-01
160301006446 2016-03-01 BIENNIAL STATEMENT 2016-03-01
140326006332 2014-03-26 BIENNIAL STATEMENT 2014-03-01
120725002141 2012-07-25 BIENNIAL STATEMENT 2012-03-01
100702002287 2010-07-02 BIENNIAL STATEMENT 2010-03-01
080306002753 2008-03-06 BIENNIAL STATEMENT 2008-03-01
060327002740 2006-03-27 BIENNIAL STATEMENT 2006-03-01

Date of last update: 17 Nov 2024

Sources: New York Secretary of State