Search icon

ROBERT KERMAN FINANCIAL SERVICES, LLC

Company Details

Name: ROBERT KERMAN FINANCIAL SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Aug 2008 (16 years ago)
Entity Number: 3713978
ZIP code: 10526
County: Westchester
Place of Formation: New York
Address: 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, United States, 10526

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT KERMAN FINANCIAL SERVICES, LLC PROFIT SHARING PLAN 2019 263317987 2020-07-22 ROBERT KERMAN FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9142324589
Plan sponsor’s mailing address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Plan sponsor’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106

Plan administrator’s name and address

Administrator’s EIN 263317987
Plan administrator’s name ROBERT KERMAN FINANCIAL SERVICES, LLC
Plan administrator’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Administrator’s telephone number 9142324589

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 0

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing ROBERT KERMAN
Valid signature Filed with authorized/valid electronic signature
ROBERT KERMAN FINANCIAL SERVICES, LLC PROFIT SHARING PLAN 2018 263317987 2019-11-07 ROBERT KERMAN FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9142324589
Plan sponsor’s mailing address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Plan sponsor’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106

Plan administrator’s name and address

Administrator’s EIN 263317987
Plan administrator’s name ROBERT KERMAN FINANCIAL SERVICES, LLC
Plan administrator’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Administrator’s telephone number 9142324589

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2019-11-07
Name of individual signing ROBERT KERMAN
Valid signature Filed with authorized/valid electronic signature
ROBERT KERMAN FINANCIAL SERVICES, LLC PROFIT SHARING PLAN 2018 263317987 2019-08-20 ROBERT KERMAN FINANCIAL SERVICES, LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9142324589
Plan sponsor’s mailing address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Plan sponsor’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106

Plan administrator’s name and address

Administrator’s EIN 263317987
Plan administrator’s name ROBERT KERMAN FINANCIAL SERVICES, LLC
Plan administrator’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Administrator’s telephone number 9142324589

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2019-08-20
Name of individual signing ROBERT KERMAN
Valid signature Filed with authorized/valid electronic signature
ROBERT KERMAN FINANCIAL SERVICES, LLC PROFIT SHARING PLAN 2017 263317987 2018-06-29 ROBERT KERMAN FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9142324589
Plan sponsor’s mailing address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106
Plan sponsor’s address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 105261106

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2018-06-29
Name of individual signing ROBERT KERMAN
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, United States, 10526

History

Start date End date Type Value
2008-08-27 2011-08-25 Address 5 WEST MEADOW ROAD, GOLDENS BRIDGE, NY, 10526, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
110825002536 2011-08-25 BIENNIAL STATEMENT 2010-08-01
090107000808 2009-01-07 CERTIFICATE OF PUBLICATION 2009-01-07
080827000641 2008-08-27 ARTICLES OF ORGANIZATION 2008-08-27

Date of last update: 26 Nov 2024

Sources: New York Secretary of State