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  5. TACONIC ADVISORS INC.

TACONIC ADVISORS INC.

Company Details

Name: TACONIC ADVISORS INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 27 Sep 2002 (22 years ago)
Entity Number: 2816950
ZIP code: 12477
County: Dutchess
Place of Formation: New York
Address: 382 MAIN STREET, SAUGERTIES, NY, United States, 12477

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
TACONIC ADVISORS INC. 401(K) PLAN 2023 753083545 2024-06-11 TACONIC ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 382 MAIN STREET, SAUGERTIES, NY, 12477
TACONIC ADVISORS INC. 401(K) PLAN 2022 753083545 2023-07-11 TACONIC ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 382 MAIN ST, SAUGERTIES, NY, 12477
TACONIC ADVISORS INC. 401(K) PLAN 2021 753083545 2022-07-15 TACONIC ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 382 MAIN ST, SAUGERTIES, NY, 12477
TACONIC ADVISORS INC. 401(K) PLAN 2020 753083545 2021-03-22 TACONIC ADVISORS INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 382 MAIN ST, SAUGERTIES, NY, 124771406

Signature of
Role Plan administrator
Date 2021-03-22
Name of individual signing CHARLES SIMON
Role Employer/plan sponsor
Date 2021-03-22
Name of individual signing CHARLES SIMON
TACONIC ADVISORS INC. 401(K) PLAN 2019 753083545 2020-05-01 TACONIC ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 382 MAIN ST, SAUGERTIES, NY, 124771406

Signature of
Role Plan administrator
Date 2020-05-01
Name of individual signing CHARLES SIMON
Role Employer/plan sponsor
Date 2020-05-01
Name of individual signing CHARLES SIMON
TACONIC ADVISORS INC. 401(K) PLAN 2018 753083545 2019-05-23 TACONIC ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 382 MAIN ST, SAUGERTIES, NY, 124771406

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing CHARLES SIMON
Role Employer/plan sponsor
Date 2019-05-23
Name of individual signing CHARLES SIMON
TACONIC ADVISORS INC. 401(K) PLAN 2017 753083545 2018-04-24 TACONIC ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 42 CATHARINE ST, POUGHKEEPSIE, NY, 126012529

Signature of
Role Plan administrator
Date 2018-04-24
Name of individual signing CHARLES SIMON
Role Employer/plan sponsor
Date 2018-04-24
Name of individual signing CHARLES SIMON
TACONIC ADVISORS INC. 401(K) PLAN 2016 753083545 2017-04-20 TACONIC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 42 CATHARINE ST, POUGHKEEPSIE, NY, 126012529

Signature of
Role Plan administrator
Date 2017-04-20
Name of individual signing CHARLES SIMON
Role Employer/plan sponsor
Date 2017-04-20
Name of individual signing CHARLES SIMON
TACONIC ADVISORS, INC. 401(K) PLAN 2015 753083534 2016-07-18 TACONIC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 42 CATHARINE ST, POUGHKEEPSIE, NY, 126012529

Plan administrator’s name and address
Administrator’s EIN 753083534
Plan administrator’s name CHARLES M. SIMON
Plan administrator’s address 42 CATHARINE ST, POUGHKEEPSIE, NY, 126012529
Administrator’s telephone number 8454865039

Signature of
Role Plan administrator
Date 2016-07-18
Name of individual signing CHARLES SIMON
TACONIC ADVISORS, INC. 401(K) PLAN 2014 753083545 2016-03-29 TACONIC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8454865039
Plan sponsor’s address 42 CATHARINE STREET, POUGHKEEPSIE, NY, 12601

Plan administrator’s name and address
Administrator’s EIN 753083545
Plan administrator’s name CHARLES M. SIMON
Plan administrator’s address 42 CATHARINE STREET, POUGHKEEPSIE, NY, 12601
Administrator’s telephone number 8454865039

Signature of
Role Plan administrator
Date 2016-03-29
Name of individual signing CHARLES SIMON
Role Employer/plan sponsor
Date 2016-03-29
Name of individual signing CHARLES SIMON

DOS Process Agent

Name Role Address
TACONIC ADVISORS INC. DOS Process Agent 382 MAIN STREET, SAUGERTIES, NY, United States, 12477

Chief Executive Officer

Name Role Address
MEREDITH W. BRIGGS Chief Executive Officer 382 MAIN STREET, SAUGERTIES, NY, United States, 12477

History

Start date End date Type Value
2024-06-25 2024-06-25 Address 382 MAIN STREET, SAUGERTIES, NY, 12477, USA (Type of address: Chief Executive Officer)
2023-06-29 2024-06-25 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2020-09-09 2024-06-25 Address 382 MAIN STREET, SAUGERTIES, NY, 12477, USA (Type of address: Chief Executive Officer)
2018-09-04 2024-06-25 Address 382 MAIN STREET, SAUGERTIES, NY, 12477, USA (Type of address: Service of Process)
2018-09-04 2020-09-09 Address 82 WASHINGTON STREET, SUITE 206, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
2012-10-05 2018-09-04 Address 42 CATHARINE STREET, POUGHKEEPSIE, NY, 12601, USA (Type of address: Principal Executive Office)
2010-10-15 2018-09-04 Address 7 GASKIN RD, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
2008-09-18 2018-09-04 Address 42 CATHARINE STREET, POUGHKEEPSIE, NY, 12601, USA (Type of address: Service of Process)
2008-09-18 2012-10-05 Address 42 CATHARINE STREET, POUGHKEEPSIE, NY, 12601, USA (Type of address: Principal Executive Office)
2006-09-15 2008-09-18 Address 1092 MAIN ST, FISHKILL, NY, 12524, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
240625004043 2024-06-25 BIENNIAL STATEMENT 2024-06-25
200909060046 2020-09-09 BIENNIAL STATEMENT 2020-09-01
180904006126 2018-09-04 BIENNIAL STATEMENT 2018-09-01
160914006382 2016-09-14 BIENNIAL STATEMENT 2016-09-01
141007006708 2014-10-07 BIENNIAL STATEMENT 2014-09-01
121005002216 2012-10-05 BIENNIAL STATEMENT 2012-09-01
101015002342 2010-10-15 BIENNIAL STATEMENT 2010-09-01
080918002428 2008-09-18 BIENNIAL STATEMENT 2008-09-01
060915002135 2006-09-15 BIENNIAL STATEMENT 2006-09-01
041116002589 2004-11-16 BIENNIAL STATEMENT 2004-09-01

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

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