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DAVID R. DORFMAN & ASSOCIATES, LLC

Company Details

Name: DAVID R. DORFMAN & ASSOCIATES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Aug 2005 (19 years ago)
Entity Number: 3240889
ZIP code: 11542
County: Nassau
Place of Formation: New York
Address: 3 HIGHLAND ROAD SUITE 9, GLEN COVE, NY, United States, 11542

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 203296649 2024-05-31 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address PO BOX 98, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2024-05-31
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2024-05-31
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 203296649 2023-10-02 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address PO BOX 98, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2023-10-02
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2023-10-02
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 203296649 2022-09-15 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address PO BOX 98, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2022-09-15
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2022-09-15
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 203296649 2021-09-02 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address PO BOX 98, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2021-09-02
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2021-09-02
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 203296649 2020-09-24 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address 27 THE PLAZA, SUITE G, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2020-09-24
Name of individual signing DAVID R. DORFMAN
Role Employer/plan sponsor
Date 2020-09-24
Name of individual signing DAVID R. DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 203296649 2019-10-02 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address 27 THE PLAZA, SUITE G, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2019-10-02
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2019-10-02
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 203296649 2018-09-04 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address 27 THE PLAZA, SUITE G, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2018-09-04
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2018-09-04
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 203296649 2017-10-13 DAVID R. DORFMAN & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address 27 THE PLAZA, SUITE G, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 203296649 2016-10-07 DAVID R. DORFMAN & ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address 27 THE PLAZA, SUITE G, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2016-10-07
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2016-10-07
Name of individual signing DAVID DORFMAN
DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 203296649 2015-10-12 DAVID R. DORFMAN & ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5166765400
Plan sponsor’s address 27 THE PLAZA, SUITE G, LOCUST VALLEY, NY, 11560

Signature of

Role Plan administrator
Date 2015-10-12
Name of individual signing DAVID DORFMAN
Role Employer/plan sponsor
Date 2015-10-12
Name of individual signing DAVID DORFMAN

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 3 HIGHLAND ROAD SUITE 9, GLEN COVE, NY, United States, 11542

Filings

Filing Number Date Filed Type Effective Date
110808002970 2011-08-08 BIENNIAL STATEMENT 2011-08-01
090806002025 2009-08-06 BIENNIAL STATEMENT 2009-08-01
070807002154 2007-08-07 BIENNIAL STATEMENT 2007-08-01
050809000132 2005-08-09 ARTICLES OF ORGANIZATION 2005-08-09

Date of last update: 10 Nov 2024

Sources: New York Secretary of State