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  5. THE INSURANCE PLACE AGENCY, LLC

THE INSURANCE PLACE AGENCY, LLC

Company Details

Name: THE INSURANCE PLACE AGENCY, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Aug 2007 (17 years ago)
Entity Number: 3558533
ZIP code: 13069
County: Oswego
Place of Formation: New York
Address: 184 SOUTH 3RD STREET, FULTON, NY, United States, 13069

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSURANCE PLACE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 261090460 2024-04-10 INSURANCE PLACE AGENCY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address PO BOX 147, 184 S. 3RD ST., 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2024-04-10
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 261090460 2023-05-09 INSURANCE PLACE AGENCY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address PO BOX 147, 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2023-05-09
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 261090460 2022-06-14 INSURANCE PLACE AGENCY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155293261
Plan sponsor’s address PO BOX 147, 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 261090460 2021-05-17 INSURANCE PLACE AGENCY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address PO BOX 147, 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2021-05-17
Name of individual signing ALAN E ROTH
INSURANCE PLACE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 261090460 2020-04-16 INSURANCE PLACE AGENCY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2020-04-16
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2018 261090460 2019-04-17 INSURANCE PLACE AGENCY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2019-04-17
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2017 261090460 2018-05-10 INSURANCE PLACE AGENCY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2018-05-10
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2016 261090460 2017-06-15 INSURANCE PLACE AGENCY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2017-06-15
Name of individual signing ALAN ROTH
INSURANCE PLACE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2015 261090460 2016-07-01 INSURANCE PLACE AGENCY LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2016-07-01
Name of individual signing ALAN ROTH
THE INSURANCE PLACE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2012 261090460 2013-08-23 THE INSURANCE PLACE AGENCY LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 3155922961
Plan sponsor’s address 184 S. 3RD ST 1ST FLOOR, FULTON, NY, 13069

Signature of
Role Plan administrator
Date 2013-08-23
Name of individual signing THE INSURANCE PLACE AGENCY LLC

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 184 SOUTH 3RD STREET, FULTON, NY, United States, 13069

History

Start date End date Type Value
2007-08-21 2007-09-19 Address 13 FOURTH AVENUE, OSWEGO, NY, 13126, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190814060194 2019-08-14 BIENNIAL STATEMENT 2019-08-01
170807006549 2017-08-07 BIENNIAL STATEMENT 2017-08-01
150831006080 2015-08-31 BIENNIAL STATEMENT 2015-08-01
130819006268 2013-08-19 BIENNIAL STATEMENT 2013-08-01
110822003049 2011-08-22 BIENNIAL STATEMENT 2011-08-01
090824002139 2009-08-24 BIENNIAL STATEMENT 2009-08-01
071119000805 2007-11-19 CERTIFICATE OF PUBLICATION 2007-11-19
070919000059 2007-09-19 CERTIFICATE OF CHANGE 2007-09-19
070821000311 2007-08-21 ARTICLES OF ORGANIZATION 2007-08-21

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Date of last update: 27 Nov 2024

Sources: New York Secretary of State

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