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INDEPENDENT FAMILY OFFICE, LLC

Company Details

Name: INDEPENDENT FAMILY OFFICE, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Jan 2005 (20 years ago)
Entity Number: 3146655
County: Albany
Place of Formation: New York
Address: 677 BROADWAY 7TH FLOOR, ALBANY, NY, United States, 12207
Address ZIP Code: 12207

Central Index Key

CIK number Mailing Address Business Address Phone
1756485 677 BROADWAY, 7TH FLOOR, ALBANY, NY, 12207 677 BROADWAY, 7TH FLOOR, ALBANY, NY, 12207 (518) 452-8050

Filings since 2024-08-19
Form type N-PX
File number 028-19927
Filing date 2024-08-19
Reporting date 2024-06-30
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Filings since 2024-08-14
Form type 13F-HR
File number 028-19927
Filing date 2024-08-14
Reporting date 2024-06-30
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Filings since 2024-04-29
Form type 13F-HR
File number 028-19927
Filing date 2024-04-29
Reporting date 2024-03-31
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Filings since 2024-01-30
Form type 13F-HR
File number 028-19927
Filing date 2024-01-30
Reporting date 2023-12-31
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Filings since 2023-11-01
Form type 13F-HR
File number 028-19927
Filing date 2023-11-01
Reporting date 2023-09-30
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Filings since 2023-07-25
Form type 13F-HR
File number 028-19927
Filing date 2023-07-25
Reporting date 2023-06-30
File View File

Filings since 2023-05-04
Form type 13F-HR
File number 028-19927
Filing date 2023-05-04
Reporting date 2023-03-31
File View File

Filings since 2023-02-09
Form type 13F-HR
File number 028-19927
Filing date 2023-02-09
Reporting date 2022-12-31
File View File

Filings since 2022-11-14
Form type 13F-HR
File number 028-19927
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-01
Form type 13F-HR
File number 028-19927
Filing date 2022-08-01
Reporting date 2022-06-30
File View File

Filings since 2022-05-16
Form type 13F-HR
File number 028-19927
Filing date 2022-05-16
Reporting date 2022-03-31
File View File

Filings since 2022-02-09
Form type 13F-HR
File number 028-19927
Filing date 2022-02-09
Reporting date 2021-12-31
File View File

Filings since 2021-11-04
Form type 13F-HR
File number 028-19927
Filing date 2021-11-04
Reporting date 2021-09-30
File View File

Filings since 2021-08-12
Form type 13F-HR
File number 028-19927
Filing date 2021-08-12
Reporting date 2021-06-30
File View File

Filings since 2021-05-18
Form type 13F-HR
File number 028-19927
Filing date 2021-05-18
Reporting date 2021-03-31
File View File

Filings since 2021-02-16
Form type 13F-HR
File number 028-19927
Filing date 2021-02-16
Reporting date 2020-12-31
File View File

Filings since 2020-11-16
Form type 13F-HR
File number 028-19927
Filing date 2020-11-16
Reporting date 2020-09-30
File View File

Filings since 2020-08-13
Form type 13F-HR
File number 028-19927
Filing date 2020-08-13
Reporting date 2020-06-30
File View File

Filings since 2020-06-23
Form type 13F-HR/A
File number 028-19927
Filing date 2020-06-23
Reporting date 2020-03-31
File View File

Filings since 2020-05-15
Form type 13F-HR
File number 028-19927
Filing date 2020-05-15
Reporting date 2020-03-31
File View File

Filings since 2020-02-13
Form type 13F-HR
File number 028-19927
Filing date 2020-02-13
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INDEPENDENT FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN 2023 202160539 2024-09-16 INDEPENDENT FAMILY OFFICE LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address 677 BROADWAY, 7TH FL, ALBANY, NY, 12207

Signature of
Role Plan administrator
Date 2024-09-16
Name of individual signing W. MICHAEL REICKERT
Valid signature Filed with authorized/valid electronic signature
INDEPENDENT FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN 2022 202160539 2023-09-25 INDEPENDENT FAMILY OFFICE LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address 677 BROADWAY, 7TH FL, ALBANY, NY, 12207

Signature of
Role Plan administrator
Date 2023-09-25
Name of individual signing W. MICHAEL REICKERT
INDEPENDENT FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN 2021 202160539 2022-10-03 INDEPENDENT FAMILY OFFICE LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address 677 BROADWAY, 7TH FLOOR, ALBANY, NY, 12207

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing W. MICHAEL REICKERT
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing W. MICHAEL REICKERT
INDEPENDENT FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 202160539 2021-04-28 INDEPENDENT FAMILY OFFICE LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address 677 BROADWAY STE 705, ALBANY, NY, 122072935

Signature of
Role Plan administrator
Date 2021-04-28
Name of individual signing W. MICHAEL REICKERT
INDEPENDENT FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 202160539 2020-07-22 INDEPENDENT FAMILY OFFICE LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address 677 BROADWAY STE 705, ALBANY, NY, 122072935

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing W. MICHAEL REICKERT
INDEPENDENT FAMILY OFFICE LLC 401 K PROFIT SHARING PLAN TRUST 2018 202160539 2019-06-13 INDEPENDENT FAMILY OFFICE LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address 677 BROADWAY STE 701, ALBANY, NY, 122072935

Signature of
Role Plan administrator
Date 2019-06-13
Name of individual signing SARA GAILOR
INDEPENDENT FAMILY OFFICE LLC 401 K PROFIT SHARING PLAN TRUST 2017 202160539 2018-06-14 INDEPENDENT FAMILY OFFICE LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address PO BOX 10879, ALBANY, NY, 12201

Signature of
Role Plan administrator
Date 2018-06-14
Name of individual signing WILLIAM REICKERT
INDEPENDENT FAMILY OFFICE LLC 401 K PROFIT SHARING PLAN TRUST 2016 202160539 2017-06-26 INDEPENDENT FAMILY OFFICE LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address PO BOX 3977, ALBANY, NY, 122030977

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing W. MICHAEL REICKERT
INDEPENDENT FAMILY OFFICE LLC 401 K PROFIT SHARING PLAN TRUST 2015 202160539 2016-06-27 INDEPENDENT FAMILY OFFICE LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address PO BOX 3977, ALBANY, NY, 122030977

Signature of
Role Plan administrator
Date 2016-06-27
Name of individual signing W. MICHAEL REICKERT
INDEPENDENT FAMILY OFFICE LLC 401 K PROFIT SHARING PLAN TRUST 2014 202160539 2015-06-29 INDEPENDENT FAMILY OFFICE LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 561110
Sponsor’s telephone number 5184528050
Plan sponsor’s address PO BOX 3977, ALBANY, NY, 122030977

Signature of
Role Plan administrator
Date 2015-06-29
Name of individual signing W. MICHAEL REICKERT

DOS Process Agent

Name Role Address
INDEPENDENT FAMILY OFFICE, LLC DOS Process Agent 677 BROADWAY 7TH FLOOR, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2006-12-22 2019-01-04 Address 123 GREAT OAKS BLVD, PO BOX 3977, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2006-02-02 2006-12-22 Address PO BOX 3977, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2005-01-06 2006-02-02 Address P.O. BOX 11130, ALBANY, NY, 12211, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230109000611 2023-01-09 BIENNIAL STATEMENT 2023-01-01
210104061374 2021-01-04 BIENNIAL STATEMENT 2021-01-01
190104060066 2019-01-04 BIENNIAL STATEMENT 2019-01-01
170106006145 2017-01-06 BIENNIAL STATEMENT 2017-01-01
150105007330 2015-01-05 BIENNIAL STATEMENT 2015-01-01
130108007031 2013-01-08 BIENNIAL STATEMENT 2013-01-01
110113002278 2011-01-13 BIENNIAL STATEMENT 2011-01-01
081223002002 2008-12-23 BIENNIAL STATEMENT 2009-01-01
061222002190 2006-12-22 BIENNIAL STATEMENT 2007-01-01
060202001194 2006-02-02 CERTIFICATE OF CHANGE 2006-02-02

Related by officers

No related officers

Related by address

677 BROADWAY 7TH FLOOR, ALBANY, NY, United States, 12207

VAN SCHAICK LUXURY MARINA & VILLAGE, INC.

Date of last update: 10 Nov 2024

Sources: New York Secretary of State

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