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BELTZ, IANNI & ASSOCIATES LLC

Company Details

Name: BELTZ, IANNI & ASSOCIATES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Feb 2010 (15 years ago)
Entity Number: 3911583
County: Monroe
Place of Formation: New York
Address: 1160A PITTSFORD-VICTOR ROAD, PITTSFORD, NY, United States, 14534
Address ZIP Code: 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 271878708 2020-10-01 BELTZ IANNI & ASSOCIATES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR, SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing JEAN M. DAILEY
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 271878708 2019-07-26 BELTZ IANNI & ASSOCIATES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR, SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2019-07-26
Name of individual signing JEAN M. DAILEY
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 271878708 2018-07-27 BELTZ IANNI & ASSOCIATES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR, SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing JEAN M. DAILEY
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 271878708 2017-08-22 BELTZ IANNI & ASSOCIATES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR, SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2017-08-22
Name of individual signing JEAN M. DAILEY
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 271878708 2016-06-17 BELTZ IANNI & ASSOCIATES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR., SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2016-06-17
Name of individual signing JEAN DAILEY
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 271878708 2015-07-15 BELTZ IANNI & ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR., SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2015-07-13
Name of individual signing FRED W. BELTZ
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 271878708 2014-06-10 BELTZ IANNI & ASSOCIATES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 280 KENNETH DR, SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2014-06-10
Name of individual signing FRED W. BELTZ
BELTZ IANNI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 271878708 2013-06-17 BELTZ IANNI & ASSOCIATES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 5853405200
Plan sponsor’s address 240 KENNETH DRIVE, SUITE 110, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2013-06-17
Name of individual signing FRED W. BELTZ

DOS Process Agent

Name Role Address
MICHAEL S. SMITH, PLLC DOS Process Agent 1160A PITTSFORD-VICTOR ROAD, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2010-02-11 2019-07-29 Address 180 CANAL VIEW BLVD. SUITE 110, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190729000917 2019-07-29 CERTIFICATE OF MERGER 2019-07-29
120322002253 2012-03-22 BIENNIAL STATEMENT 2012-02-01
100427000136 2010-04-27 CERTIFICATE OF PUBLICATION 2010-04-27
100211000336 2010-02-11 ARTICLES OF ORGANIZATION 2010-02-11

Related by officers

MICHAEL S. SMITH, PLLC

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Related by address

1160A PITTSFORD-VICTOR ROAD, PITTSFORD, NY, United States, 14534

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Date of last update: 08 Nov 2024

Sources: New York Secretary of State

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