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KELLY, RODE & KELLY, LLP

Company Details

Name: KELLY, RODE & KELLY, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 27 Jan 1995 (30 years ago)
Entity Number: 1889343
County: Blank
Place of Formation: New York
Address: 330 OLD COUNTRY RD, MINEOLA, NY, United States, 11501
Address ZIP Code: 11501

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KELLY, RODE & KELLY, LLP 401(K) PLAN 2023 112152879 2024-05-07 KELLY, RODE & KELLY, LLP 75
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Signature of

Role Plan administrator
Date 2024-05-06
Name of individual signing GEORGE J. WILSON
KELLY, RODE & KELLY, LLP 401(K) PLAN 2022 112152879 2023-07-05 KELLY, RODE & KELLY, LLP 87
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Signature of

Role Plan administrator
Date 2023-07-03
Name of individual signing GEORGE J. WILSON
KELLY, RODE & KELLY, LLP 401(K) PLAN 2021 112152879 2022-10-07 KELLY, RODE & KELLY, LLP 90
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Signature of

Role Plan administrator
Date 2022-10-07
Name of individual signing GEORGE J. WILSON
KELLY, RODE & KELLY, LLP 401(K) PLAN 2020 112152879 2021-06-30 KELLY, RODE & KELLY, LLP 67
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Signature of

Role Plan administrator
Date 2021-06-30
Name of individual signing GEORGE J. WILSON
KELLY, RODE & KELLY, LLP 401(K) PLAN 2019 112152879 2020-09-29 KELLY, RODE & KELLY, LLP 70
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Signature of

Role Plan administrator
Date 2020-09-29
Name of individual signing GEORGE J. WILSON
KELLY, RODE & KELLY, LLP 401(K) PLAN 2018 112152879 2019-09-19 KELLY, RODE & KELLY, LLP 61
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Signature of

Role Plan administrator
Date 2019-09-18
Name of individual signing GEORGE J. WILSON
KELLY, RODE & KELLY, LLP 401(K) PLAN 2017 112152879 2018-05-23 KELLY, RODE & KELLY, LLP 49
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s mailing address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Number of participants as of the end of the plan year

Active participants 42
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 9
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 51
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 2018-05-23
Name of individual signing GEORGE J. WILSON
Valid signature Filed with authorized/valid electronic signature
KELLY, RODE & KELLY, LLP 401(K) PLAN 2016 112152879 2017-03-06 KELLY, RODE & KELLY, LLP 47
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s mailing address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Number of participants as of the end of the plan year

Active participants 38
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 9
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 47
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 2017-03-06
Name of individual signing GEORGE J. WILSON
Valid signature Filed with authorized/valid electronic signature
KELLY, RODE & KELLY, LLP 401(K) PLAN 2015 112152879 2016-04-13 KELLY, RODE & KELLY, LLP 44
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s mailing address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Number of participants as of the end of the plan year

Active participants 37
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
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 42
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 2016-04-13
Name of individual signing GEORGE J. WILSON
Valid signature Filed with authorized/valid electronic signature
KELLY, RODE & KELLY, LLP 401(K) PLAN 2014 112152879 2015-04-23 KELLY, RODE & KELLY, LLP 42
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5167390400
Plan sponsor’s mailing address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143
Plan sponsor’s address 330 OLD COUNTRY RD STE 305, MINEOLA, NY, 115014143

Number of participants as of the end of the plan year

Active participants 36
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
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 41
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 2015-04-23
Name of individual signing GEORGE J. WILSON
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 330 OLD COUNTRY RD, MINEOLA, NY, United States, 11501

History

Start date End date Type Value
2000-01-11 2005-01-18 Address 330 OLD COUNTRY RD, STE 305, MINEOLA, NY, 11501, USA (Type of address: Service of Process)
1995-01-27 2000-01-11 Address 330 OLD COUNTRY ROAD SUITE 305, MINEOLA, NY, 11501, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
191113002013 2019-11-13 FIVE YEAR STATEMENT 2020-01-01
141112002025 2014-11-12 FIVE YEAR STATEMENT 2015-01-01
110126001016 2011-01-26 CERTIFICATE OF AMENDMENT 2011-01-26
091229002579 2009-12-29 FIVE YEAR STATEMENT 2010-01-01
050118002386 2005-01-18 FIVE YEAR STATEMENT 2005-01-01
030305000083 2003-03-05 CERTIFICATE OF AMENDMENT 2003-03-05
000111002298 2000-01-11 FIVE YEAR STATEMENT 2000-01-01
950127000459 1995-01-27 NOTICE OF REGISTRATION 1995-01-27

Date of last update: 13 Nov 2024

Sources: New York Secretary of State