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WERTHEIMER FREDMAN, LLC

Company Details

Name: WERTHEIMER FREDMAN, LLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Nov 1995 (29 years ago)
Entity Number: 1975843
County: New York
Place of Formation: New York
Address: 333 WESTCHESTER AVENUE, SUITE S-302, WHITE PLAINS, NY, United States, 10604
Address ZIP Code: 10604

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 133861880 2024-04-17 WERTHEIMER FREDMAN LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2024-04-17
Name of individual signing MICHELE W. FREDMAN
WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 133861880 2023-07-12 WERTHEIMER FREDMAN LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2023-07-12
Name of individual signing MICHELE W. FREDMAN
WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 133861880 2022-04-21 WERTHEIMER FREDMAN LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2022-04-21
Name of individual signing MICHELE FREDMAN
WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 133861880 2021-04-23 WERTHEIMER FREDMAN LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2021-04-23
Name of individual signing MICHELE W FREDMAN
WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 133861880 2020-05-07 WERTHEIMER FREDMAN LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2020-05-07
Name of individual signing MICHELE WERTHEIMER FREDMAN
WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST 2018 133861880 2019-04-29 WERTHEIMER FREDMAN LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing MICHELE W FREDMAN
WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST 2017 133861880 2018-09-17 WERTHEIMER FREDMAN LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2018-09-17
Name of individual signing MICHELE W FREDMAN
WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST 2016 133861880 2018-09-17 WERTHEIMER FREDMAN, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2018-09-17
Name of individual signing MICHELE W FREDMAN
WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST 2015 133861880 2018-09-17 WERTHEIMER FREDMAN, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2018-09-17
Name of individual signing MICHELE W FREDMAN
WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST 2014 133861880 2015-07-07 WERTHEIMER FREDMAN, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 9147337330
Plan sponsor’s address 333 WESTCHESTER AVE, WHITE PLAINS, NY, 106042910

Signature of
Role Plan administrator
Date 2015-07-07
Name of individual signing MICHELE FREDMAN

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 333 WESTCHESTER AVENUE, SUITE S-302, WHITE PLAINS, NY, United States, 10604

History

Start date End date Type Value
2007-08-23 2007-11-19 Address 333 WESTCHESTER AVE STE S-302, WHITE PLAINS, NY, 10604, USA (Type of address: Service of Process)
2004-06-21 2007-08-23 Address 575 LEXINGTON AVE., 20TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
1997-10-29 2004-06-21 Address 575 LEXINGTON AVE, 20TH FL, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
1995-11-21 1997-10-29 Address 100 PARK AVENUE, 21ST FLOOR, NEW YORK, NY, 10017, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
151218006018 2015-12-18 BIENNIAL STATEMENT 2015-11-01
131107006066 2013-11-07 BIENNIAL STATEMENT 2013-11-01
111125002220 2011-11-25 BIENNIAL STATEMENT 2011-11-01
071119002053 2007-11-19 BIENNIAL STATEMENT 2007-11-01
070823000368 2007-08-23 CERTIFICATE OF CHANGE 2007-08-23
051026002142 2005-10-26 BIENNIAL STATEMENT 2005-11-01
040621000854 2004-06-21 CERTIFICATE OF AMENDMENT 2004-06-21
031031002223 2003-10-31 BIENNIAL STATEMENT 2003-11-01
011108002129 2001-11-08 BIENNIAL STATEMENT 2001-11-01
991110002027 1999-11-10 BIENNIAL STATEMENT 1999-11-01

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Date of last update: 13 Nov 2024

Sources: New York Secretary of State

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