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  5. PORTFOLIO SOLUTIONS, LLC

PORTFOLIO SOLUTIONS, LLC

Company Details

Name: PORTFOLIO SOLUTIONS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Jun 1999 (25 years ago)
Entity Number: 2384237
ZIP code: 12514
County: Dutchess
Place of Formation: New York
Address: 136 Jameson Road, Clinton Corners, NY, United States, 12514

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2014 141815174 2015-07-15 PORTFOLIO SOLUTIONS, LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Signature of
Role Plan administrator
Date 2014-12-31
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2014-12-31
Name of individual signing BERNADETTE SZOST
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2014 141815174 2015-04-15 PORTFOLIO SOLUTIONS, LLC 1
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Signature of
Role Plan administrator
Date 2014-12-31
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2014-12-31
Name of individual signing BERNADETTE SZOST
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2013 141815174 2014-07-02 PORTFOLIO SOLUTIONS, LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Signature of
Role Plan administrator
Date 2014-06-23
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2014-06-23
Name of individual signing BERNADETTE SZOST
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2012 141815174 2013-07-08 PORTFOLIO SOLUTIONS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Signature of
Role Plan administrator
Date 2013-07-13
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2013-07-13
Name of individual signing BERNADETTE SZOST
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2011 141815174 2012-07-30 PORTFOLIO SOLUTIONS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Plan administrator’s name and address
Administrator’s EIN 141815174
Plan administrator’s name PORTFOLIO SOLUTIONS, LLC
Plan administrator’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514
Administrator’s telephone number 8452268401

Signature of
Role Plan administrator
Date 2012-07-31
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2012-07-31
Name of individual signing BERNADETTE SZOST
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2010 141815174 2011-07-27 PORTFOLIO SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Plan administrator’s name and address
Administrator’s EIN 141815174
Plan administrator’s name PORTFOLIO SOLUTIONS, LLC
Plan administrator’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514
Administrator’s telephone number 8452268401

Signature of
Role Plan administrator
Date 2011-07-31
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2011-07-31
Name of individual signing BERNADETTE SZOST
PORTFOLIO SOLUTIONS PROFIT SHARING PLAN 2009 141815174 2010-08-09 PORTFOLIO SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-03-01
Business code 711410
Sponsor’s telephone number 8452268401
Plan sponsor’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514

Plan administrator’s name and address
Administrator’s EIN 141815174
Plan administrator’s name PORTFOLIO SOLUTIONS, LLC
Plan administrator’s address 136 JAMESON HILL ROAD, CLINTON CORNERS, NY, 12514
Administrator’s telephone number 8452268401

Signature of
Role Plan administrator
Date 2010-08-15
Name of individual signing BERNADETTE SZOST
Role Employer/plan sponsor
Date 2010-08-15
Name of individual signing BERNADETTE SZOST

DOS Process Agent

Name Role Address
PORTFOLIO SOLUTIONS, LLC DOS Process Agent 136 Jameson Road, Clinton Corners, NY, United States, 12514

History

Start date End date Type Value
2005-05-31 2024-03-14 Address 2419 RT 82 PO BOX 74, STE 208 BILLINGS PLAZA, BILLINGS, NY, 12510, 0074, USA (Type of address: Service of Process)
2001-06-01 2005-05-31 Address 2419 ROUTE 82, STE 208 BILLINGS PLAZA, BILLINGS, NY, 12510, 0074, USA (Type of address: Service of Process)
1999-06-01 2001-06-01 Address SUITE 8, BILLINGS PLAZA, ROUTE 82, BILLINGS, NY, 12510, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240314002841 2024-03-14 BIENNIAL STATEMENT 2024-03-14
050531002196 2005-05-31 BIENNIAL STATEMENT 2005-06-01
030522002204 2003-05-22 BIENNIAL STATEMENT 2003-06-01
010601002098 2001-06-01 BIENNIAL STATEMENT 2001-06-01
990813000779 1999-08-13 AFFIDAVIT OF PUBLICATION 1999-08-13
990813000776 1999-08-13 AFFIDAVIT OF PUBLICATION 1999-08-13
990601000687 1999-06-01 ARTICLES OF ORGANIZATION 1999-06-01

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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