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  5. LYNNE M. BARNHARDT INSURANCE AGENCY, INC.

LYNNE M. BARNHARDT INSURANCE AGENCY, INC.

Company Details

Name: LYNNE M. BARNHARDT INSURANCE AGENCY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 18 Feb 1994 (31 years ago)
Entity Number: 1796960
ZIP code: 11787
County: Suffolk
Place of Formation: New York
Address: 58 NORTH COUNTRY ROAD, SMITHTOWN, NY, United States, 11787
Principal Address: 58 NORTH COUNTRY RD., SMITHTOWN, NY, United States, 11787

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2023 113203020 2024-07-11 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2024-07-11
Name of individual signing LYNNE BARNHARDT
Role Employer/plan sponsor
Date 2024-07-11
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2022 113203020 2023-06-28 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing LYNNE BARNHARDT
Role Employer/plan sponsor
Date 2023-06-28
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2021 113203020 2022-05-16 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2022-05-16
Name of individual signing LYNNE BARNHARDT
Role Employer/plan sponsor
Date 2022-05-16
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2020 113203020 2021-06-09 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2021-06-09
Name of individual signing LYNNE BARNHARDT
Role Employer/plan sponsor
Date 2021-06-09
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2019 113203020 2020-06-01 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2020-06-01
Name of individual signing LYNNE BARNHARDT
Role Employer/plan sponsor
Date 2020-06-01
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2018 113203020 2019-07-17 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2017 113203020 2018-05-30 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2018-05-30
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2016 113203020 2017-07-05 LYNNE M. BARNHARDT INSURANCE AGENCY, INC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN 2015 113203020 2016-05-26 LYNNE M. BARNHARDT INSURANCE AGENCY INC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 117872103

Signature of
Role Plan administrator
Date 2016-05-26
Name of individual signing LYNNE BARNHARDT
LYNNE M. BARNHARDT INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 113203020 2015-02-24 LYNNE M. BARNHARDT INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-01
Business code 524210
Sponsor’s telephone number 6312655030
Plan sponsor’s address 58 N. COUNTRY RD., SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2015-02-24
Name of individual signing LYNNE BARNHARDT
Role Employer/plan sponsor
Date 2015-02-24
Name of individual signing LYNNE BARNHARDT

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 58 NORTH COUNTRY ROAD, SMITHTOWN, NY, United States, 11787

Chief Executive Officer

Name Role Address
LYNNE M. BARNHARDT Chief Executive Officer 36 WHITNEY GATE, SMITHTOWN, NY, United States, 11787

History

Start date End date Type Value
1996-02-29 1999-04-16 Address 4 MORICHES RD, ST JAMES, NY, 11780, USA (Type of address: Chief Executive Officer)
1996-02-29 1999-04-16 Address 58 NORTH COUNTRY RD, SMOTHTOWN, NY, 11787, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
140626002189 2014-06-26 BIENNIAL STATEMENT 2014-02-01
120409002572 2012-04-09 BIENNIAL STATEMENT 2012-02-01
100504003009 2010-05-04 BIENNIAL STATEMENT 2010-02-01
080208002755 2008-02-08 BIENNIAL STATEMENT 2008-02-01
060316002291 2006-03-16 BIENNIAL STATEMENT 2006-02-01
040414002095 2004-04-14 BIENNIAL STATEMENT 2004-02-01
020305003052 2002-03-05 BIENNIAL STATEMENT 2002-02-01
000320003184 2000-03-20 BIENNIAL STATEMENT 2000-02-01
990416002235 1999-04-16 BIENNIAL STATEMENT 1998-02-01
960229002092 1996-02-29 BIENNIAL STATEMENT 1996-02-01

Related by officers

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LYNNE M. BARNHARDT

LMB REALTY MGMT., INC.

Related by address

58 NORTH COUNTRY ROAD, SMITHTOWN, NY, United States, 11787

LMB REALTY MGMT., INC. QA3 WEALTH STRATEGIES DESIGN CENTER OF LONG ISLAND, LLC

Date of last update: 13 Nov 2024

Sources: New York Secretary of State

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