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  5. FEDERMANN FINANCIAL ADVISORS INC.

FEDERMANN FINANCIAL ADVISORS INC.

Company Details

Name: FEDERMANN FINANCIAL ADVISORS INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 15 Dec 2005 (19 years ago)
Entity Number: 3293650
ZIP code: 11778
County: Suffolk
Place of Formation: New York
Address: 745 Route 25A, Ste C, ROCKY POINT, NY, United States, 11778
Principal Address: 745 ROUTE 25A, STE C, ROCKY POINT, NY, United States, 11778

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2023 562548629 2024-06-20 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2024-06-20
Name of individual signing NICK RICE
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2022 562548629 2023-05-25 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2023-05-25
Name of individual signing SHIRLEY HORNER
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2021 562548629 2022-07-01 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2022-07-01
Name of individual signing SHIRLEY HORNER
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2020 562548629 2021-07-29 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing LISA KELLY
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2019 562548629 2020-07-01 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing LISA KELLY
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2018 562548629 2019-05-29 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing LISA KELLY
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2017 562548629 2018-06-05 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2018-06-05
Name of individual signing LISA KELLY
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2016 562548629 2017-05-30 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A,, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2017-05-30
Name of individual signing LISA KELLY
FEDERMANN FINANCIAL ADVISORS INC 401(K) PLAN 2015 562548629 2016-06-07 FEDERMANN FINANCIAL ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 6319811904
Plan sponsor’s address 745 ROUTE 25A,, SUITE C, ROCKY POINT, NY, 11778

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing LISA KELLY

Chief Executive Officer

Name Role Address
LISA A KELLY Chief Executive Officer 745 ROUTE 25A, STE C, ROCKY POINT, NY, United States, 11778

DOS Process Agent

Name Role Address
FEDERMANN FINANCIAL ADVISORS INC. DOS Process Agent 745 Route 25A, Ste C, ROCKY POINT, NY, United States, 11778

History

Start date End date Type Value
2023-12-06 2023-12-06 Address 745 ROUTE 25A, STE C, ROCKY POINT, NY, 11778, 1099, USA (Type of address: Chief Executive Officer)
2023-12-06 2023-12-06 Address 745 ROUTE 25A, STE C, ROCKY POINT, NY, 11778, USA (Type of address: Chief Executive Officer)
2019-12-02 2023-12-06 Address 745 ROUTE 25A SUITE C, ROCKY POINT, NY, 11778, USA (Type of address: Service of Process)
2018-01-12 2019-12-02 Address 745 ROUTE 25A, STE C, ROCKY POINT, NY, 11778, 1099, USA (Type of address: Service of Process)
2018-01-12 2023-12-06 Address 745 ROUTE 25A, STE C, ROCKY POINT, NY, 11778, 1099, USA (Type of address: Chief Executive Officer)
2011-12-27 2018-01-12 Address 745 ROUTE 25A, STE C, ROCKY POINT, NY, 11778, 1099, USA (Type of address: Principal Executive Office)
2011-12-27 2018-01-12 Address PO BOX 5729, 745 ROUTE 25A, STE C, ROCKY POINT, NY, 11778, 1099, USA (Type of address: Chief Executive Officer)
2011-12-27 2018-01-12 Address 745 ROUTE 25A, STE C, PO BOX 5729, ROCKY POINT, NY, 11778, 1099, USA (Type of address: Service of Process)
2007-12-19 2011-12-27 Address 130 RAYNOR AVE, RONKONKOMA, NY, 11779, USA (Type of address: Chief Executive Officer)
2007-12-19 2011-12-27 Address 130 RAYNOR AVE, RONKONKOMA, NY, 11779, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
231206001109 2023-12-06 BIENNIAL STATEMENT 2023-12-01
211201004951 2021-12-01 BIENNIAL STATEMENT 2021-12-01
191202062290 2019-12-02 BIENNIAL STATEMENT 2019-12-01
180112006231 2018-01-12 BIENNIAL STATEMENT 2017-12-01
151216006300 2015-12-16 BIENNIAL STATEMENT 2015-12-01
111227002679 2011-12-27 BIENNIAL STATEMENT 2011-12-01
091214002091 2009-12-14 BIENNIAL STATEMENT 2009-12-01
071219002557 2007-12-19 BIENNIAL STATEMENT 2007-12-01
051215000929 2005-12-15 CERTIFICATE OF INCORPORATION 2005-12-15

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Nov 2024

Sources: New York Secretary of State

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