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THE KLUGE FINANCIAL GROUP LLC

Company Details

Name: THE KLUGE FINANCIAL GROUP LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Dec 2004 (20 years ago)
Entity Number: 3141303
County: Albany
Place of Formation: New York
Address: 520 BEDFORD ROAD, PLEASANTVILLE, NY, United States, 10570
Address ZIP Code: 10570

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2023 202155682 2024-06-26 THE KLUGE FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570

Signature of
Role Plan administrator
Date 2024-06-26
Name of individual signing DONALD KLUGE
Role Employer/plan sponsor
Date 2024-06-26
Name of individual signing DONALD KLUGE
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2022 202155682 2023-06-27 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570

Signature of
Role Plan administrator
Date 2023-06-26
Name of individual signing DONALD KLUGE
Role Employer/plan sponsor
Date 2023-06-26
Name of individual signing DONALD KLUGE
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2021 202155682 2022-05-20 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570

Signature of
Role Plan administrator
Date 2022-04-27
Name of individual signing DONALD KLUGE
Role Employer/plan sponsor
Date 2022-04-27
Name of individual signing DONALD KLUGE
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2020 202155682 2021-05-19 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2019 202155682 2020-07-15 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2018 202155682 2019-10-03 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2017 202155682 2018-06-27 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2016 202155682 2017-05-30 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2015 202155682 2016-09-07 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN 2014 202155682 2015-09-11 THE KLUGE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9147690044
Plan sponsor’s address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570

DOS Process Agent

Name Role Address
THE KLUGE FINANCIAL GROUP LLC DOS Process Agent 520 BEDFORD ROAD, PLEASANTVILLE, NY, United States, 10570

History

Start date End date Type Value
2008-12-10 2024-05-07 Address 520 BEDFORD ROAD, PLEASANTVILLE, NY, 10570, USA (Type of address: Service of Process)
2004-12-22 2008-12-10 Address 525 NORTH BROADWAY, WHITE PLAINS, NY, 10603, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240507004554 2024-05-07 BIENNIAL STATEMENT 2024-05-07
201204061073 2020-12-04 BIENNIAL STATEMENT 2020-12-01
181214006056 2018-12-14 BIENNIAL STATEMENT 2018-12-01
161205007602 2016-12-05 BIENNIAL STATEMENT 2016-12-01
141212006342 2014-12-12 BIENNIAL STATEMENT 2014-12-01
121219006501 2012-12-19 BIENNIAL STATEMENT 2012-12-01
101216002055 2010-12-16 BIENNIAL STATEMENT 2010-12-01
081210002080 2008-12-10 BIENNIAL STATEMENT 2008-12-01
080730000881 2008-07-30 CERTIFICATE OF AMENDMENT 2008-07-30
061215002391 2006-12-15 BIENNIAL STATEMENT 2006-12-01

Related by officers

No related officers

Related by address

520 BEDFORD ROAD, PLEASANTVILLE, NY, United States, 10570

DIPIETRO ASSOCIATES LLC DONALD KLUGE & COMPANY, INC. GDM FORBES CORP. JANDG REALTY CORP. LOU-AL-JOHN CORP. VAN CORTLANDT PARK PROPERTIES INC. WORLD CLASS PROMOTIONS LTD. SINAPI LINCOLN PARK BAKERY, INC. AUTO MASTER AMR, LTD.

Date of last update: 10 Nov 2024

Sources: New York Secretary of State

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