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KLERER FINANCIAL SERVICES, INC.

Company Details

Name: KLERER FINANCIAL SERVICES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 06 Feb 2001 (24 years ago)
Entity Number: 2602625
County: Nassau
Place of Formation: New York
Address: 3272 MERRICK ROAD, WANTAGH, NY, United States, 11793
Address ZIP Code: 11793
Principal Address: 505 VERONA, MELVILLE, NY, United States, 11747
Principal Address ZIP Code: 11747

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
KLERER FINANCIAL SERVICES INC. 401K PLAN 2023 113592473 2024-04-18 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2024-04-18
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2022 113592473 2023-05-03 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2023-05-03
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2021 113592473 2022-05-13 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2022-05-13
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2020 113592473 2021-03-24 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2021-03-24
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2019 113592473 2020-05-28 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2020-05-28
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2018 113592473 2019-04-17 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2019-04-17
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2017 113592473 2018-03-12 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2018-03-12
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2016 113592473 2017-03-29 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2017-03-29
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2015 113592473 2016-04-06 KLERER FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2016-04-06
Name of individual signing MARK SCHERER
KLERER FINANCIAL SERVICES INC. 401K PLAN 2014 113592473 2015-03-23 KLERER FINANCIAL SERVICES INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5164095500
Plan sponsor’s address 3272 MERRICK ROAD, WANTAGH, NY, 11793

Signature of

Role Plan administrator
Date 2015-03-23
Name of individual signing MARK SCHERER

DOS Process Agent

Name Role Address
C/O ERIC KUTNER DOS Process Agent 3272 MERRICK ROAD, WANTAGH, NY, United States, 11793

Chief Executive Officer

Name Role Address
MARK KLEBANOFF Chief Executive Officer 3272 MERRICK ROAD, WANTAGH, NY, United States, 11793

History

Start date End date Type Value
2011-02-17 2021-02-01 Address 200 OLD COUNTRY ROAD / #364, MINEOLA, NY, 11501, USA (Type of address: Service of Process)
2003-01-31 2011-02-17 Address 3272 MERRICK RD, WANTAGH, NY, 11793, 4339, USA (Type of address: Chief Executive Officer)
2003-01-31 2011-02-17 Address 3208 JASON DR, BELLMORE, NY, 11710, USA (Type of address: Principal Executive Office)
2001-02-06 2011-02-17 Address 200 OLD COUNTRY ROAD # 364, MINEOLA, NY, 11501, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210201060402 2021-02-01 BIENNIAL STATEMENT 2021-02-01
190214060091 2019-02-14 BIENNIAL STATEMENT 2019-02-01
170201006201 2017-02-01 BIENNIAL STATEMENT 2017-02-01
150202006317 2015-02-02 BIENNIAL STATEMENT 2015-02-01
130215006187 2013-02-15 BIENNIAL STATEMENT 2013-02-01
110217002032 2011-02-17 BIENNIAL STATEMENT 2011-02-01
090126002852 2009-01-26 BIENNIAL STATEMENT 2009-02-01
070212002274 2007-02-12 BIENNIAL STATEMENT 2007-02-01
050307002486 2005-03-07 BIENNIAL STATEMENT 2005-02-01
030131002375 2003-01-31 BIENNIAL STATEMENT 2003-02-01

Date of last update: 11 Nov 2024

Sources: New York Secretary of State