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J. O'CONNELL & ASSOCIATES INC.

Company Details

Name: J. O'CONNELL & ASSOCIATES INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 19 Aug 2009 (15 years ago)
Entity Number: 3846859
ZIP code: 14031
County: Erie
Place of Formation: New York
Address: 10646 MAIN ST., CLARENCE, NY, United States, 14031
Principal Address: 10646 MAIN ST, CLARENCE, NY, United States, 14031

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
5N2Z6 Active Non-Manufacturer 2009-08-19 2024-03-11 2026-09-03 2022-10-01

Contact Information

POC JEAN O'CONNELL
Phone +1 716-759-8580
Fax +1 716-759-0676
Address 10646 MAIN STREET, CLARENCE, NY, 14031 1713, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2023 270804179 2024-09-19 J. O'CONNELL & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2024-09-19
Name of individual signing JEAN O'CONNELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-19
Name of individual signing JEAN O'CONNELL
Valid signature Filed with authorized/valid electronic signature
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2022 270804179 2023-07-17 J. O'CONNELL & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2023-07-17
Name of individual signing JEAN O'CONNELL
Role Employer/plan sponsor
Date 2023-07-17
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2021 270804179 2022-07-07 J. O'CONNELL & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2022-07-07
Name of individual signing JEAN O'CONNELL
Role Employer/plan sponsor
Date 2022-07-07
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2020 270804179 2021-07-01 J. O'CONNELL & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2021-07-01
Name of individual signing JEAN O'CONNELL
Role Employer/plan sponsor
Date 2021-07-01
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2019 270804179 2020-06-10 J. O'CONNELL & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2020-06-10
Name of individual signing JEAN K. O'CONNELL
Role Employer/plan sponsor
Date 2020-06-10
Name of individual signing JEAN K. O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2019 270804179 2020-07-24 J. O'CONNELL & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2020-07-24
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2018 270804179 2019-07-12 J. O'CONNELL & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2019-07-12
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2017 270804179 2020-07-24 J. O'CONNELL & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2020-07-24
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2017 270804179 2018-07-30 J. O'CONNELL & ASSOCIATES, INC. 13
Three-digit plan number (PN) 003
Effective date of plan 2002-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2018-07-30
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2016 270804179 2020-07-24 J. O'CONNELL & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of

Role Plan administrator
Date 2020-07-24
Name of individual signing JEAN O'CONNELL

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 10646 MAIN ST., CLARENCE, NY, United States, 14031

Chief Executive Officer

Name Role Address
JEAN K O'CONNELL Chief Executive Officer 10646 MAIN ST, CLARENCE, NY, United States, 14031

Filings

Filing Number Date Filed Type Effective Date
190802060945 2019-08-02 BIENNIAL STATEMENT 2019-08-01
170802006732 2017-08-02 BIENNIAL STATEMENT 2017-08-01
150803007021 2015-08-03 BIENNIAL STATEMENT 2015-08-01
130816006172 2013-08-16 BIENNIAL STATEMENT 2013-08-01
110817002998 2011-08-17 BIENNIAL STATEMENT 2011-08-01
090819000544 2009-08-19 CERTIFICATE OF INCORPORATION 2009-08-19

Date of last update: 26 Nov 2024

Sources: New York Secretary of State