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  5. PHELAN, PHELAN & DANEK, LLP

PHELAN, PHELAN & DANEK, LLP

Company Details

Name: PHELAN, PHELAN & DANEK, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 30 Nov 2004 (20 years ago)
Entity Number: 3131391
ZIP code: 12203
County: Blank
Place of Formation: New York
Address: 300 GREAT OAKS BOULEVARD, SUITE 315, ALBANY, NY, United States, 12203

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHELAN, PHELAN & DANEK, LLP CASH BALANCE PLAN 2023 593787874 2024-09-25 PHELAN, PHELAN & DANEK, LLP 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD, SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP CASH BALANCE PLAN 2022 593787874 2023-09-19 PHELAN, PHELAN & DANEK, LLP 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP CASH BALANCE PLAN 2021 593787874 2022-09-16 PHELAN, PHELAN & DANEK, LLP 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP CASH BALANCE PLAN 2020 593787874 2021-06-04 PHELAN, PHELAN & DANEK, LLP 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP CASH BALANCE PLAN 2019 593787874 2020-07-28 PHELAN, PHELAN & DANEK, LLP 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP CASH BALANCE PLAN 2018 593787874 2019-09-27 PHELAN, PHELAN & DANEK, LLP 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP 401(K) PROFIT SHARING PLAN 2017 593787874 2018-10-11 PHELAN, PHELAN & DANEK, LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203
PHELAN, PHELAN & DANEK, LLP 401(K) PROFIT SHARING PLAN 2016 593787874 2017-10-11 PHELAN, PHELAN & DANEK, LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2017-10-11
Name of individual signing JOHN PHELAN
Role Employer/plan sponsor
Date 2017-10-11
Name of individual signing JOHN PHELAN
PHELAN, PHELAN & DANEK, LLP 401(K) PROFIT SHARING PLAN 2015 593787874 2016-07-15 PHELAN, PHELAN & DANEK, LLP 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 300 GREAT OAKS BLVD., SUITE 315, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing JOHN J. PHELAN III
Role Employer/plan sponsor
Date 2016-07-15
Name of individual signing JOHN J. PHELAN III
PHELAN, PHELAN & DANEK, LLP 401(K) PROFIT SHARING PLAN 2014 593787874 2015-06-12 PHELAN, PHELAN & DANEK, LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 5186406900
Plan sponsor’s address 302 WASHINGTON AVENUE EXT SUITE 3, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2015-06-12
Name of individual signing JOHN J. PHELAN, III
Role Employer/plan sponsor
Date 2015-06-12
Name of individual signing JOHN J. PHELAN, III

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 300 GREAT OAKS BOULEVARD, SUITE 315, ALBANY, NY, United States, 12203

History

Start date End date Type Value
2014-09-25 2019-10-01 Address 302 WASHINGTON AVE EXT, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2004-11-30 2014-09-25 Address 302 WASHINGTON AVE EXTENSION, ALBANY, NY, 12203, USA (Type of address: Principal Executive Office)
2004-11-30 2014-09-25 Address 302 WASHINGTON AVE EXTENSION, ALBANY, NY, 12203, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
191001002074 2019-10-01 FIVE YEAR STATEMENT 2019-11-01
140925002058 2014-09-25 FIVE YEAR STATEMENT 2014-11-01
090916002157 2009-09-16 FIVE YEAR STATEMENT 2009-11-01
050209000152 2005-02-09 AFFIDAVIT OF PUBLICATION 2005-02-09
050209000154 2005-02-09 AFFIDAVIT OF PUBLICATION 2005-02-09
041130000161 2004-11-30 NOTICE OF REGISTRATION 2004-11-30

Related by officers

THE PARTNERSHIP

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Related by address

No related companies by address

Date of last update: 10 Nov 2024

Sources: New York Secretary of State

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