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THE O'BRIEN GROUP LLC

THE O'BRIEN GROUP LLC

Company Details

Name:	THE O'BRIEN GROUP LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	24 Oct 2003 (21 years ago)
Entity Number:	2969380
ZIP code:	11776
County:	Suffolk
Place of Formation:	New York
Address:	4 ROOSEVELT AVENUE, PORT JEFFERSON STA, NY, United States, 11776

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

THE O'BRIEN GROUP LLC RETIREMENT PLAN

2023

200459176

2024-07-29

THE O'BRIEN GROUP, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	6314747075
Plan sponsor’s address	402 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of

Role	Plan administrator
Date	2024-07-29
Name of individual signing	SHANNA O'BRIEN

THE O'BRIEN GROUP LLC RETIREMENT PLAN

2022

200459176

2023-08-01

THE O'BRIEN GROUP, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	6314747075
Plan sponsor’s address	402 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of

Role	Plan administrator
Date	2023-08-01
Name of individual signing	SHANNA O'BRIEN

THE O'BRIEN GROUP LLC RETIREMENT PLAN

2021

200459176

2022-09-12

THE O'BRIEN GROUP, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	6314747075
Plan sponsor’s address	402 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of

Role	Plan administrator
Date	2022-09-12
Name of individual signing	SHANNA O'BRIEN

THE O'BRIEN GROUP LLC RETIREMENT PLAN

2020

200459176

2021-06-28

THE O'BRIEN GROUP, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	6314747075
Plan sponsor’s address	402 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of

Role	Plan administrator
Date	2021-06-28
Name of individual signing	SHANNA O'BRIEN

THE O'BRIEN GROUP LLC RETIREMENT PLAN

2019

200459176

2020-09-14

THE O'BRIEN GROUP, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	6314747075
Plan sponsor’s address	402 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of

Role	Plan administrator
Date	2020-09-14
Name of individual signing	SHANNA O'BRIEN

THE O'BRIEN GROUP LLC RETIREMENT PLAN

2018

200459176

2019-09-17

THE O'BRIEN GROUP, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	6314747075
Plan sponsor’s address	402 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of

Role	Plan administrator
Date	2019-09-17
Name of individual signing	SHANNA O'BRIEN

DOS Process Agent

Name	Role	Address
THE LLC	DOS Process Agent	4 ROOSEVELT AVENUE, PORT JEFFERSON STA, NY, United States, 11776

History

Start date	End date	Type	Value
2005-11-03	2007-10-25	Address	4 ROOSEVELT AVE, PORT JEFFERSON STA, NY, 11776, USA (Type of address: Service of Process)
2003-10-24	2005-11-03	Address	1075 ROUTE 112, PORT JEFFERSON, NY, 11776, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
091016002660	2009-10-16	BIENNIAL STATEMENT	2009-10-01
071025002490	2007-10-25	BIENNIAL STATEMENT	2007-10-01
051103002510	2005-11-03	BIENNIAL STATEMENT	2005-10-01
040303000071	2004-03-03	AFFIDAVIT OF PUBLICATION	2004-03-03
040303000072	2004-03-03	AFFIDAVIT OF PUBLICATION	2004-03-03
031024000735	2003-10-24	ARTICLES OF ORGANIZATION	2003-10-24

Date of last update: 10 Nov 2024

Sources: New York Secretary of State