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CROSSBRIDGE FINANCIAL GROUP, LLC

Company Details

Name: CROSSBRIDGE FINANCIAL GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Nov 1997 (27 years ago)
Entity Number: 2201243
County: Monroe
Place of Formation: New York
Address: 290 Linden Oaks, Suite 320, Rochester, NY, United States, 14625
Address ZIP Code: 14625

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2023 161539815 2024-05-23 CROSSBRIDGE FINANCIAL GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2024-05-23
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2022 161539815 2023-06-06 CROSSBRIDGE FINANCIAL GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2021 161539815 2022-03-03 CROSSBRIDGE FINANCIAL GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2022-03-03
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2020 161539815 2021-02-22 CROSSBRIDGE FINANCIAL GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2021-02-19
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2019 161539815 2020-04-04 CROSSBRIDGE FINANCIAL GROUP, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2020-03-28
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2018 161539815 2019-03-09 CROSSBRIDGE FINANCIAL GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2019-03-08
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2017 161539815 2018-07-19 CROSSBRIDGE FINANCIAL GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2018-07-19
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2016 161539815 2017-05-08 CROSSBRIDGE FINANCIAL GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2017-05-03
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2015 161539815 2016-04-27 CROSSBRIDGE FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2016-04-11
Name of individual signing JOHN ADAMCZUK
CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN 2014 161539815 2015-03-21 CROSSBRIDGE FINANCIAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852031130
Plan sponsor’s address 290 LINDEN OAKS, SUITE 320, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2015-03-20
Name of individual signing JOHN ADAMCZUK

DOS Process Agent

Name Role Address
CROSSBRIDGE FINANCIAL GROUP, LLC DOS Process Agent 290 Linden Oaks, Suite 320, Rochester, NY, United States, 14625

History

Start date End date Type Value
1997-11-20 2023-11-13 Address 2000 WINTON ROAD SOUTH, BLDG 5, SUITE 102, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231113002253 2023-11-13 BIENNIAL STATEMENT 2023-11-01
220301003997 2022-03-01 BIENNIAL STATEMENT 2022-03-01
071102002232 2007-11-02 BIENNIAL STATEMENT 2007-11-01
051020002147 2005-10-20 BIENNIAL STATEMENT 2005-11-01
031022002312 2003-10-22 BIENNIAL STATEMENT 2003-11-01
011030002254 2001-10-30 BIENNIAL STATEMENT 2001-11-01
991105002018 1999-11-05 BIENNIAL STATEMENT 1999-11-01
980202000176 1998-02-02 AFFIDAVIT OF PUBLICATION 1998-02-02
980202000174 1998-02-02 AFFIDAVIT OF PUBLICATION 1998-02-02
971120000639 1997-11-20 ARTICLES OF ORGANIZATION 1997-11-20

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 12 Nov 2024

Sources: New York Secretary of State

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