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DANIEL R. CUDDY CPA, PLLC

Company Details

Name: DANIEL R. CUDDY CPA, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 29 Sep 2004 (20 years ago) (Companies founded in September 2004)
Entity Number: 3108083
ZIP code: 13021 (Companies in Cayuga, 13021)
County: Cayuga
Place of Formation: New York
Address: 7 WILLIAM STREET, AUBURN, NY, United States, 13021

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2023 201573424 2024-10-14 DANIEL R. CUDDY, CPA, PLLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2024-10-14
Name of individual signing DANIEL CUDDY
Valid signature Filed with authorized/valid electronic signature
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2022 201573424 2023-10-04 DANIEL R. CUDDY, CPA, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2021 201573424 2022-09-30 DANIEL R. CUDDY, CPA, PLLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2022-09-30
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2020 201573424 2021-10-08 DANIEL R. CUDDY, CPA, PLLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2021-10-08
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2019 201573424 2020-10-12 DANIEL R. CUDDY, CPA, PLLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2020-10-12
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2018 201573424 2019-09-24 DANIEL R. CUDDY, CPA, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2019-09-24
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2017 201573424 2018-10-11 DANIEL R. CUDDY, CPA, PLLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2016 201573424 2017-10-12 DANIEL R. CUDDY, CPA, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2017-10-12
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2015 201573424 2016-10-05 DANIEL R. CUDDY, CPA, PLLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2016-10-05
Name of individual signing DANIEL CUDDY
CUDDY FINANCIAL SERVICES 401(K) RETIREMENT PLAN 2014 201573424 2015-10-07 DANIEL R. CUDDY, CPA, PLLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3152523600
Plan sponsor’s DBA name CUDDY FINANCIAL SERVICES
Plan sponsor’s address 7 WILLIAM STREET, AUBURN, NY, 13021

Signature of

Role Plan administrator
Date 2015-10-07
Name of individual signing DANIEL CUDDY
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing DANIEL CUDDY

DOS Process Agent

Name Role Address
C/O DANIEL R. CUDDY DOS Process Agent 7 WILLIAM STREET, AUBURN, NY, United States, 13021

Filings

Filing Number Date Filed Type Effective Date
200903060327 2020-09-03 BIENNIAL STATEMENT 2020-09-01
140915006148 2014-09-15 BIENNIAL STATEMENT 2014-09-01
120907006369 2012-09-07 BIENNIAL STATEMENT 2012-09-01
101004002163 2010-10-04 BIENNIAL STATEMENT 2010-09-01
080904002130 2008-09-04 BIENNIAL STATEMENT 2008-09-01
060901002301 2006-09-01 BIENNIAL STATEMENT 2006-09-01
041217000813 2004-12-17 AFFIDAVIT OF PUBLICATION 2004-12-17
041217000812 2004-12-17 AFFIDAVIT OF PUBLICATION 2004-12-17
040929000647 2004-09-29 ARTICLES OF ORGANIZATION 2004-09-29

Date of last update: 10 Nov 2024

Sources: New York Secretary of State