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SOMMERS FINANCIAL GROUP, INC.

Company Details

Name: SOMMERS FINANCIAL GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 26 Feb 1997 (28 years ago)
Entity Number: 2116968
County: Rockland
Place of Formation: New York
Address: 303 SOUTH BROADWAY, TARRYTOWN, NY, United States, 10591
Address ZIP Code: 10591

Shares Details

Shares issued 100

Share Par Value 0.01

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SFG RETIREMENT PLAN 2021 133934236 2022-12-14 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2022-12-13
Name of individual signing RON SOMMERS
SFG RETIREMENT PLAN 2021 133934236 2022-09-23 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2022-09-22
Name of individual signing RON SOMMERS
SFG RETIREMENT PLAN 2020 133934236 2021-03-03 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2021-03-02
Name of individual signing LESLEY SOMMERS
SFG RETIREMENT PLAN 2019 133934236 2020-02-10 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2020-02-07
Name of individual signing LESLEY SOMMERS
SFG RETIREMENT PLAN 2018 133934236 2019-03-20 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2019-03-19
Name of individual signing LESLIE SOMMERS
SFG RETIREMENT PLAN 2017 133934236 2018-08-09 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2018-08-08
Name of individual signing LESLEY SOMMERS
SFG RETIREMENT PLAN 2016 133934236 2017-01-31 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2017-01-31
Name of individual signing RON SOMMERS
SFG RETIREMENT PLAN 2015 133934236 2016-03-07 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2016-03-07
Name of individual signing RON SOMMERS
SFG RETIREMENT PLAN 2014 133934236 2015-02-04 SOMMERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2015-02-04
Name of individual signing RON SOMMERS
SFG RETIREMENT PLAN 2013 133934236 2014-03-18 SOMMERS FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-02-26
Business code 523120
Sponsor’s telephone number 8456390195
Plan sponsor’s address 303 SOUTH BROADWAY, SUITE 103, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2014-03-18
Name of individual signing LESLEY SOMMERS

Chief Executive Officer

Name Role Address
LESLEY SOMMERS Chief Executive Officer 1 RENAISSANCE SQUARE, APT. V2G, WHITE PLAINS, NY, United States, 10601

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 303 SOUTH BROADWAY, TARRYTOWN, NY, United States, 10591

History

Start date End date Type Value
2011-02-25 2021-02-08 Address 303 SOUTH BROADWAY, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)
2001-02-12 2011-02-25 Address 301 NORTH MAIN ST, NEW CITY, NY, 10956, 4021, USA (Type of address: Chief Executive Officer)
2001-02-12 2011-02-25 Address 301 NORTH MAIN ST, NEW CITY, NY, 10956, 4021, USA (Type of address: Principal Executive Office)
1997-02-26 2011-02-25 Address 301 NORTH MAIN STREET, SUITE #5, NEW CITY, NY, 10956, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210208060018 2021-02-08 BIENNIAL STATEMENT 2021-02-01
170208006194 2017-02-08 BIENNIAL STATEMENT 2017-02-01
150204006472 2015-02-04 BIENNIAL STATEMENT 2015-02-01
130214006225 2013-02-14 BIENNIAL STATEMENT 2013-02-01
110225002073 2011-02-25 BIENNIAL STATEMENT 2011-02-01
090126002601 2009-01-26 BIENNIAL STATEMENT 2009-02-01
070212002399 2007-02-12 BIENNIAL STATEMENT 2007-02-01
050302002964 2005-03-02 BIENNIAL STATEMENT 2005-02-01
030211002511 2003-02-11 BIENNIAL STATEMENT 2003-02-01
010212002692 2001-02-12 BIENNIAL STATEMENT 2001-02-01

Date of last update: 12 Nov 2024

Sources: New York Secretary of State