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  5. BARRETT ASSET MANAGEMENT, LLC

BARRETT ASSET MANAGEMENT, LLC

Company Details

Name: BARRETT ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 02 May 2011 (14 years ago)
Entity Number: 4088674
ZIP code: 10528
County: New York
Place of Formation: Delaware
Address: 600 MAMARONECK AVENUE#400, HARRISON, NY, United States, 10528

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARRETT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING 2022 274450823 2023-02-06 BARRETT ASSET MANAGEMENT LLC 21
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2023-02-06
Name of individual signing JOHN G YOUNGMAN
Role Employer/plan sponsor
Date 2023-02-06
Name of individual signing JOHN G YOUNGMAN
BARRETT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 274450823 2022-10-06 BARRETT ASSET MANAGEMENT LLC 25
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing JOHN G. YOUNGMAN
BARRETT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 274450823 2021-07-20 BARRETT ASSET MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing MICHAEL J ANDREWS
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUT 2019 274450823 2020-06-29 BARRETT ASSET MANAGEMENT, LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE FL 34, NEW YORK, NY, 100161333

Signature of
Role Employer/plan sponsor
Date 2020-06-29
Name of individual signing MICHAEL ANDREWS
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2018 274450823 2019-05-30 BARRETT ASSET MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2019-05-30
Name of individual signing ANN RICE
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2017 274450823 2018-07-02 BARRETT ASSET MANAGEMENT LLC 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2016 274450823 2017-07-13 BARRETT ASSET MANAGEMENT LLC 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2015 274450823 2016-07-22 BARRETT ASSET MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2016-07-22
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2014 274450823 2015-07-24 BARRETT ASSET MANAGEMENT, LLC 26
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2015-07-24
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2013 274450823 2014-10-09 BARRETT ASSET MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2014-10-09
Name of individual signing CHRISTINE STUTTIG

Agent

Name Role Address
UNITED AGENT GROUP INC. Agent 600 MAMARONECK AVENUE #400, HARRISON, NY, 10528

DOS Process Agent

Name Role Address
C/O UNITED AGENT GROUP INC. DOS Process Agent 600 MAMARONECK AVENUE#400, HARRISON, NY, United States, 10528

History

Start date End date Type Value
2022-12-13 2023-05-02 Address 600 MAMARONECK AVENUE #400, HARRISON, NY, 10528, USA (Type of address: Registered Agent)
2022-12-13 2023-05-02 Address 600 MAMARONECK AVENUE#400, HARRISON, NY, 10528, USA (Type of address: Service of Process)
2011-05-02 2022-12-13 Address 90 PARK AVENUE, 34TH FLOOR, NEW YORK, NY, 10016, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230502001669 2023-05-02 BIENNIAL STATEMENT 2023-05-01
221213002552 2022-12-12 CERTIFICATE OF CHANGE BY ENTITY 2022-12-12
220624000379 2022-06-24 BIENNIAL STATEMENT 2021-05-01
190506060300 2019-05-06 BIENNIAL STATEMENT 2019-05-01
170503006310 2017-05-03 BIENNIAL STATEMENT 2017-05-01
130509006532 2013-05-09 BIENNIAL STATEMENT 2013-05-01
110630000684 2011-06-30 CERTIFICATE OF PUBLICATION 2011-06-30
110502000638 2011-05-02 APPLICATION OF AUTHORITY 2011-05-02

Related by officers

UNITED AGENT GROUP INC.

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C/O UNITED AGENT GROUP INC.

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Related by address

600 MAMARONECK AVENUE#400, HARRISON, NY, United States, 10528

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Date of last update: 25 Nov 2024

Sources: New York Secretary of State

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