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LIPSKY FINANCIAL GROUP, INC.

Company Details

Name: LIPSKY FINANCIAL GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 24 Feb 1997 (28 years ago)
Entity Number: 2115896
ZIP code: 11021
County: Nassau
Place of Formation: New York
Address: 98 CUTTER MILL ROAD, STE 203N, GREAT NECK, NY, United States, 11021

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
LIPSKY FINANCIAL GROUP INC 401K PLAN 2012 113379790 2013-11-14 LIPSKY FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524140
Sponsor’s telephone number 5168291890
Plan sponsor’s address 98 CUTTERMILL RD STE 203N, GREAT NECK, NY, 110213010

Signature of

Role Plan administrator
Date 2013-11-14
Name of individual signing JACK B LIPSKY
Role Employer/plan sponsor
Date 2013-11-14
Name of individual signing JACK B LIPSKY
LIPSKY FINANCIAL GROUP INC 401K PLAN 2012 113379790 2013-07-29 LIPSKY FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524140
Sponsor’s telephone number 5168291890
Plan sponsor’s address 98 CUTTERMILL RD STE 203N, GREAT NECK, NY, 110213010

Signature of

Role Plan administrator
Date 2013-07-29
Name of individual signing JACK B LIPSKY
Role Employer/plan sponsor
Date 2013-07-29
Name of individual signing JACK B LIPSKY
LIPSKY FINANCIAL GROUP INC 401K PLAN 2011 113379790 2012-07-31 LIPSKY FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524140
Sponsor’s telephone number 5168291890
Plan sponsor’s address 98 CUTTERMILL RD STE 293, GREAT NECK, NY, 110213010

Plan administrator’s name and address

Administrator’s EIN 113379790
Plan administrator’s name LIPSKY FINANCIAL GROUP INC
Plan administrator’s address 98 CUTTERMILL RD STE 293, GREAT NECK, NY, 110213010
Administrator’s telephone number 5168291890

Signature of

Role Plan administrator
Date 2012-07-31
Name of individual signing JACK B LIPSKY
Role Employer/plan sponsor
Date 2012-07-31
Name of individual signing JACK B LIPSKY
LIPSKY FINANCIAL GROUP INC 401K PLAN 2010 113379790 2011-07-21 LIPSKY FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524140
Sponsor’s telephone number 5168291890
Plan sponsor’s address 98 CUTTERMILL RD STE 293, GREAT NECK, NY, 110213010

Plan administrator’s name and address

Administrator’s EIN 113379790
Plan administrator’s name LIPSKY FINANCIAL GROUP INC
Plan administrator’s address 98 CUTTERMILL RD STE 293, GREAT NECK, NY, 110213010
Administrator’s telephone number 5168291890

Signature of

Role Plan administrator
Date 2011-07-21
Name of individual signing JACK B LIPSKY
Role Employer/plan sponsor
Date 2011-07-21
Name of individual signing JACK B LIPSKY
LIPSKY FINANCIAL GROUP INC 401K PLAN 2009 113379790 2010-07-30 LIPSKY FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524140
Sponsor’s telephone number 5168291890
Plan sponsor’s address 98 CUTTERMILL RD STE 293, GREAT NECK, NY, 110213010

Plan administrator’s name and address

Administrator’s EIN 113379790
Plan administrator’s name LIPSKY FINANCIAL GROUP INC
Plan administrator’s address 98 CUTTERMILL RD STE 293, GREAT NECK, NY, 110213010
Administrator’s telephone number 5168291890

Signature of

Role Plan administrator
Date 2010-07-30
Name of individual signing JACK B LIPSKY
Role Employer/plan sponsor
Date 2010-07-30
Name of individual signing JACK B LIPSKY

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 98 CUTTER MILL ROAD, STE 203N, GREAT NECK, NY, United States, 11021

Chief Executive Officer

Name Role Address
JACK LIPSKY Chief Executive Officer 6 SHORE PARK ROAD, GREAT NECK, NY, United States, 11023

History

Start date End date Type Value
2007-03-08 2011-06-17 Address 98 CUTTER MILL ROAD, STE 293N, GREAT NECK, NY, 11021, USA (Type of address: Principal Executive Office)
2007-03-08 2011-06-17 Address 98 CUTTER MILL ROAD, STE 293N, GREAT NECK, NY, 11021, USA (Type of address: Service of Process)
2001-02-20 2007-03-08 Address 98 CUTTER MILL ROAD, SUITE #439, GREAT NECK, NY, 11021, USA (Type of address: Principal Executive Office)
2001-02-20 2007-03-08 Address 98 CUTTER MILL ROAD, SUITE #439, GREAT NECK, NY, 11021, USA (Type of address: Service of Process)
1999-05-06 2001-02-20 Address 98 CUTTER MILL ROAD, SUITE #350, GREAT NECK, NY, 11021, USA (Type of address: Principal Executive Office)
1997-02-24 2001-02-20 Address 98 CUTTER MILL ROAD, STE 350S, GREAT NECK, NY, 11021, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
110617002278 2011-06-17 BIENNIAL STATEMENT 2011-02-01
090128002646 2009-01-28 BIENNIAL STATEMENT 2009-02-01
070308002231 2007-03-08 BIENNIAL STATEMENT 2007-02-01
050503002760 2005-05-03 BIENNIAL STATEMENT 2005-02-01
030528000839 2003-05-28 CERTIFICATE OF AMENDMENT 2003-05-28
030127002568 2003-01-27 BIENNIAL STATEMENT 2003-02-01
010220002309 2001-02-20 BIENNIAL STATEMENT 2001-02-01
990506002436 1999-05-06 BIENNIAL STATEMENT 1999-02-01
970224000238 1997-02-24 CERTIFICATE OF INCORPORATION 1997-02-24

Date of last update: 12 Nov 2024

Sources: New York Secretary of State