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IA CAPITAL ADVISORS, LLC

Company Details

Name: IA CAPITAL ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 10 Oct 2007 (17 years ago)
Entity Number: 3578298
ZIP code: 12260
County: New York
Place of Formation: New York
Address: 99 Washington Avenue, Suite 700, Albany, NY, United States, 12260

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IA CAPITAL ADVISORS LLC 401(K) PLAN 2023 261582939 2024-07-29 IA CAPITAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 525990
Sponsor’s telephone number 2122423310
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2024-07-29
Name of individual signing JESSE BEYROUTEY
IA CAPITAL ADVISORS LLC 401(K) PLAN 2022 261582939 2023-07-10 IA CAPITAL ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 525990
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2023-07-10
Name of individual signing JESSE BEYROUTEY
IA CAPITAL ADVISORS LLC 401(K) PLAN 2021 261582939 2022-07-26 IA CAPITAL ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 525990
Sponsor’s telephone number 2122423310
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing JESSE BEYROUTEY
IA CAPITAL ADVISORS LLC 401(K) PLAN 2020 261582939 2021-07-27 IA CAPITAL ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2021-07-27
Name of individual signing JESSE BEYROUTEY
IA CAPITAL ADVISORS LLC 401(K) PLAN 2019 261582939 2020-06-24 IA CAPITAL ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2122423310
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2020-06-24
Name of individual signing JESSE BEYROUTEY
IA CAPITAL ADVISORS LLC 401(K) PLAN 2018 261582939 2019-08-09 IA CAPITAL ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2122423310
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2019-08-09
Name of individual signing JESSE BEYROUTEY
IA VENTURES 401(K) PROFIT SHARING PLAN 2017 261582939 2018-07-10 IA CAPITAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6464946935
Plan sponsor’s address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2018-07-10
Name of individual signing JESSE BEYROUTEY
IA VENTURES 401(K) PROFIT SHARING PLAN 2016 261582939 2017-10-10 IA CAPITAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9176737999
Plan sponsor’s address 156 FIFTH AVE, STE 1119, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2017-10-10
Name of individual signing JESSE BEYROUTEY
IA VENTURES 401(K) PROFIT SHARING PLAN 2015 261582939 2016-09-16 IA CAPITAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2122423361
Plan sponsor’s address 156 FIFTH AVE, STE 1119, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2016-09-16
Name of individual signing ROGER EHRENBERG
IA VENTURES 401(K) PROFIT SHARING PLAN 2014 261582939 2015-06-30 IA CAPITAL ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 9177250596
Plan sponsor’s address 156 FIFTH AVENUE, SUITE 1119, NEW YORK, NY, 10010

Signature of

Role Plan administrator
Date 2015-06-30
Name of individual signing ROGER EHRENBERG
Role Employer/plan sponsor
Date 2015-06-30
Name of individual signing ROGER EHRENBERG

DOS Process Agent

Name Role Address
REGISTERED AGENT SOLUTIONS, INC. DOS Process Agent 99 Washington Avenue, Suite 700, Albany, NY, United States, 12260

History

Start date End date Type Value
2023-09-06 2024-05-29 Address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010, USA (Type of address: Service of Process)
2020-04-15 2023-09-06 Address 920 BROADWAY, 15TH FLOOR, NEW YORK, NY, 10010, USA (Type of address: Service of Process)
2013-09-26 2020-04-15 Address 156 FIFTH AVENUE SUITE 1119, NEW YORK, NY, 10010, USA (Type of address: Service of Process)
2007-10-10 2013-09-26 Address 58 EAST 11TH STREET 3RD FLOOR, NEW YORK, NY, 10003, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240529004481 2024-05-29 BIENNIAL STATEMENT 2024-05-29
230906002177 2023-09-06 BIENNIAL STATEMENT 2021-10-01
200415000408 2020-04-15 CERTIFICATE OF AMENDMENT 2020-04-15
130926006100 2013-09-26 BIENNIAL STATEMENT 2011-10-01
071010000720 2007-10-10 ARTICLES OF ORGANIZATION 2007-10-10

Date of last update: 27 Nov 2024

Sources: New York Secretary of State