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COVEY ROBERTS & CARMODY-ROBERTS, LLC

Company Details

Name: COVEY ROBERTS & CARMODY-ROBERTS, LLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 May 2011 (13 years ago)
Entity Number: 4096371
County: Westchester
Place of Formation: New York
Address: 200 KATONAH AVENUE, KATONAH, NY, United States, 10536
Address ZIP Code: 10536

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COVEY ROBERTS BUCHANAN & MCGRODDY PROFIT SHARING PLAN 2022 452429796 2023-10-16 COVEY ROBERTS & CARMODY-ROBERTS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-12-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518
Plan sponsor’s address 892 ROUTE 35, POBOX 590, CROSS RIVER, NY, 10518

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS & CARMODY-ROBERTS, LLC PROFIT SHARING PLAN 2022 452429796 2023-10-16 COVEY ROBERTS & CARMODY-ROBERTS, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-09-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518
Plan sponsor’s address 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 4
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS & CARMODY-ROBERTS, LLC PROFIT SHARING PLAN 2021 452429796 2022-10-17 COVEY ROBERTS & CARMODY-ROBERTS, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-09-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS BUCHANAN & MCGRODDY PROFIT SHARING PLAN 2021 452429796 2022-10-17 COVEY ROBERTS & CARMODY-ROBERTS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-12-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS & CARMODY-ROBERTS, LLC PROFIT SHARING PLAN 2020 452429796 2021-11-04 COVEY ROBERTS & CARMODY-ROBERTS, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-09-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS BUCHANAN & MCGRODDY PROFIT SHARING PLAN 2020 452429796 2021-11-04 COVEY ROBERTS & CARMODY-ROBERTS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-12-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS BUCHANAN & MCGRODDY PROFIT SHARING PLAN 2019 452429796 2020-10-08 COVEY ROBERTS & CARMODY-ROBERTS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-12-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS & CARMODY-ROBERTS, LLC PROFIT SHARING PLAN 2019 452429796 2020-10-08 COVEY ROBERTS & CARMODY-ROBERTS, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-09-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS BUCHANAN & MCGRODDY PROFIT SHARING PLAN 2018 452429796 2019-10-11 COVEY ROBERTS & CARMODY-ROBERTS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-12-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
COVEY ROBERTS & CARMODY-ROBERTS, LLC PROFIT SHARING PLAN 2018 452429796 2019-10-11 COVEY ROBERTS & CARMODY-ROBERTS, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-09-01
Business code 541110
Sponsor’s telephone number 9142325161
Plan sponsor’s mailing address 200 KATONAH AVENUE, KATONAH, NY, 10536
Plan sponsor’s address 200 KATONAH AVENUE, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 452429796
Plan administrator’s name COVEY ROBERTS & CARMODY-ROBERTS,LLC
Plan administrator’s address 200 KATONAH AVENUE, KATONAH, NY, 10536
Administrator’s telephone number 9142325161

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 200 KATONAH AVENUE, KATONAH, NY, United States, 10536

Filings

Filing Number Date Filed Type Effective Date
130627002063 2013-06-27 BIENNIAL STATEMENT 2013-05-01
110906000467 2011-09-06 CERTIFICATE OF PUBLICATION 2011-09-06
110519000149 2011-05-19 ARTICLES OF ORGANIZATION 2011-05-19

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Related by address

200 KATONAH AVENUE, KATONAH, NY, United States, 10536

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Date of last update: 07 Nov 2024

Sources: New York Secretary of State

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