Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Monroe
    4. ›
  4. 14564
    5. ›
  5. COOPER/HAIMS ADVISORS, LLC

COOPER/HAIMS ADVISORS, LLC

Company Details

Name: COOPER/HAIMS ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Sep 2002 (22 years ago)
Entity Number: 2815041
ZIP code: 14564
County: Monroe
Place of Formation: New York
Address: 1501 PITTSFORD VICTOR RD, SUITE 101, VICTOR, NY, United States, 14564

Central Index Key

CIK number Mailing Address Business Address Phone
1654033 50 SQUARE DRIVE, SUITE 210, VICTOR, NY, 14564 50 SQUARE DRIVE, SUITE 210, VICTOR, NY, 14564 (585)248-6400

Filings since 2024-11-12
Form type 13F-HR
File number 028-18443
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-09
Form type 13F-HR
File number 028-18443
Filing date 2024-08-09
Reporting date 2024-06-30
File View File

Filings since 2024-05-10
Form type 13F-HR
File number 028-18443
Filing date 2024-05-10
Reporting date 2024-03-31
File View File

Filings since 2024-02-13
Form type 13F-HR
File number 028-18443
Filing date 2024-02-13
Reporting date 2023-12-31
File View File

Filings since 2023-11-09
Form type 13F-HR
File number 028-18443
Filing date 2023-11-09
Reporting date 2023-09-30
File View File

Filings since 2023-08-11
Form type 13F-HR
File number 028-18443
Filing date 2023-08-11
Reporting date 2023-06-30
File View File

Filings since 2023-05-12
Form type 13F-HR
File number 028-18443
Filing date 2023-05-12
Reporting date 2023-03-31
File View File

Filings since 2023-02-10
Form type 13F-HR
File number 028-18443
Filing date 2023-02-10
Reporting date 2022-12-31
File View File

Filings since 2022-11-02
Form type 13F-HR
File number 028-18443
Filing date 2022-11-02
Reporting date 2022-09-30
File View File

Filings since 2022-07-25
Form type 13F-HR
File number 028-18443
Filing date 2022-07-25
Reporting date 2022-06-30
File View File

Filings since 2022-05-09
Form type 13F-HR
File number 028-18443
Filing date 2022-05-09
Reporting date 2022-03-31
File View File

Filings since 2022-01-21
Form type 13F-HR
File number 028-18443
Filing date 2022-01-21
Reporting date 2021-12-31
File View File

Filings since 2021-10-21
Form type 13F-HR
File number 028-18443
Filing date 2021-10-21
Reporting date 2021-09-30
File View File

Filings since 2021-08-04
Form type 13F-HR
File number 028-18443
Filing date 2021-08-04
Reporting date 2021-06-30
File View File

Filings since 2021-04-28
Form type 13F-HR
File number 028-18443
Filing date 2021-04-28
Reporting date 2021-03-31
File View File

Filings since 2021-02-10
Form type 13F-HR
File number 028-18443
Filing date 2021-02-10
Reporting date 2020-12-31
File View File

Filings since 2020-11-05
Form type 13F-HR
File number 028-18443
Filing date 2020-11-05
Reporting date 2020-09-30
File View File

Filings since 2020-08-14
Form type 13F-HR
File number 028-18443
Filing date 2020-08-14
Reporting date 2020-06-30
File View File

Filings since 2020-05-13
Form type 13F-HR
File number 028-18443
Filing date 2020-05-13
Reporting date 2020-03-31
File View File

Filings since 2020-02-11
Form type 13F-HR
File number 028-18443
Filing date 2020-02-11
Reporting date 2019-12-31
File View File

Filings since 2019-11-07
Form type 13F-HR
File number 028-18443
Filing date 2019-11-07
Reporting date 2019-09-30
File View File

Filings since 2019-07-26
Form type 13F-HR
File number 028-18443
Filing date 2019-07-26
Reporting date 2019-06-30
File View File

Filings since 2019-04-29
Form type 13F-HR/A
File number 028-18443
Filing date 2019-04-29
Reporting date 2019-03-31
File View File

Filings since 2019-04-26
Form type 13F-HR
File number 028-18443
Filing date 2019-04-26
Reporting date 2019-03-31
File View File

Filings since 2019-01-25
Form type 13F-HR
File number 028-18443
Filing date 2019-01-25
Reporting date 2018-12-31
File View File

Filings since 2018-11-09
Form type 13F-HR
File number 028-18443
Filing date 2018-11-09
Reporting date 2018-09-30
File View File

Filings since 2018-08-01
Form type 13F-HR
File number 028-18443
Filing date 2018-08-01
Reporting date 2018-06-30
File View File

Filings since 2018-05-02
Form type 13F-HR
File number 028-18443
Filing date 2018-05-02
Reporting date 2018-03-31
File View File

Filings since 2018-02-13
Form type 13F-HR
File number 028-18443
Filing date 2018-02-13
Reporting date 2017-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 270036535 2021-11-16 COOPER/HAIMS ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 50 SQUARE DR. STE. 210, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2021-11-16
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2021-11-12
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 270036535 2021-07-15 COOPER/HAIMS ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 50 SQUARE DR. STE. 210, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2021-07-15
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2021-07-15
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 270036535 2020-07-06 COOPER/HAIMS ADVISORS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 50 SQUARE DR. STE. 210, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2020-07-06
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2020-07-06
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 270036535 2019-05-15 COOPER/HAIMS ADVISORS, 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 5852486400
Plan sponsor’s address 50 SQUARE DR. STE 210, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2019-05-15
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2019-05-15
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 270036535 2018-05-15 COOPER/HAIMS ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 1501 PITTSFORD VICTOR RD. STE. 101, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2018-05-15
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2018-05-15
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 270036535 2017-06-16 COOPER/HAIMS ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 1501 PITTSFORD VICTOR RD. STE 101, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2017-06-16
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2017-06-16
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 270036535 2016-06-21 COOPER/HAIMS ADVISORS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 1501 PITTSFORD VICTOR RD., SUITE 10, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2016-06-21
Name of individual signing JARED HAIMS
Role Employer/plan sponsor
Date 2016-06-21
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 270036535 2015-07-30 COOPER/HAIMS ADVISORS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5852486400
Plan sponsor’s address 1501 PITTSFORD VICTOR RD, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing JARED HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 270036535 2014-10-15 COOPER/HAIMS ADVISORS, 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 5852486400
Plan sponsor’s address 1501 PITTSFORD VICTOR RD, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing HOWARD HAIMS
COOPER/HAIMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2012 270036535 2013-07-16 COOPER/HAIMS ADVISORS, 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 5852486400
Plan sponsor’s address 1501 PITTSFORD VICTOR RD, VICTOR, NY, 14564

Signature of
Role Plan administrator
Date 2013-07-16
Name of individual signing HOWARD HAIMS

DOS Process Agent

Name Role Address
COOPER/HAIMS ADVISORS, LLC DOS Process Agent 1501 PITTSFORD VICTOR RD, SUITE 101, VICTOR, NY, United States, 14564

History

Start date End date Type Value
2010-10-08 2012-09-27 Address 1501 PITTSFORD VICTOR RD, VICTOR, NY, 14564, USA (Type of address: Service of Process)
2006-08-17 2010-10-08 Address ATTN: MEMBER, 30 N UNION ST / SUITE 210, ROCHESTER, NY, 14607, USA (Type of address: Service of Process)
2002-09-24 2006-08-17 Address ATTN MEMBER, 30 NORTH UNION ST STE 210, ROCHESTER, NY, 14607, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
180906006192 2018-09-06 BIENNIAL STATEMENT 2018-09-01
161003008147 2016-10-03 BIENNIAL STATEMENT 2016-09-01
120927006023 2012-09-27 BIENNIAL STATEMENT 2012-09-01
101008003138 2010-10-08 BIENNIAL STATEMENT 2010-09-01
080827002115 2008-08-27 BIENNIAL STATEMENT 2008-09-01
060817002137 2006-08-17 BIENNIAL STATEMENT 2006-09-01
040826002373 2004-08-26 BIENNIAL STATEMENT 2004-09-01
021202000142 2002-12-02 AFFIDAVIT OF PUBLICATION 2002-12-02
021202000128 2002-12-02 AFFIDAVIT OF PUBLICATION 2002-12-02
020924000160 2002-09-24 ARTICLES OF ORGANIZATION 2002-09-24

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 29 Nov 2024

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 nycompanysearch.com, Part of Big Data Integrated