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HALE ADVISORS, INC.

Company Details

Name: HALE ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 May 2011 (13 years ago)
Entity Number: 4097037
County: Ulster
Place of Formation: New York
Address: 159 MAIN STREET, KINGSTON, NY, United States, 12401
Address ZIP Code: 12401

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
RWSSXMBN4TT7 2024-09-07 8 JOHN ST, KINGSTON, NY, 12401, 3810, USA 8 JOHN STREET, KINGSTON, NY, 12401, USA

Business Information
Congressional District 18
State/Country of Incorporation NY, USA
Activation Date 2023-09-12
Initial Registration Date 2014-04-21
Entity Start Date 2011-05-20
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541613, 541990

Points of Contacts
Electronic Business
Title PRIMARY POC
Name ZOE DUNN
Address 8 JOHN STREET, KINGSTON, NY, 12401, USA
Government Business
Title PRIMARY POC
Name ZOE DUNN
Address 8 JOHN STREET, KINGSTON, NY, 12401, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
73ZW1 Active Non-Manufacturer 2014-05-01 2024-09-06 2029-09-06 2025-09-04

Contact Information
POC ZOE DUNN
Phone +1 845-383-1361
Address 8 JOHN ST, KINGSTON, NY, 12401 3810, 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
HALE ADVISORS, INC. 401(K) PLAN 2023 452399936 2024-10-04 HALE ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2024-10-04
Name of individual signing ZOE DUNN
Valid signature Filed with authorized/valid electronic signature
HALE ADVISORS, INC. 401(K) PLAN 2022 452399936 2023-09-21 HALE ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2021 452399936 2022-05-12 HALE ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2022-05-12
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2020 452399936 2021-04-28 HALE ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2021-04-28
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2019 452399936 2020-05-26 HALE ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2020-05-26
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2018 452399936 2019-07-18 HALE ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2019-07-18
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2017 452399936 2018-06-06 HALE ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2018-06-06
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2016 452399936 2017-09-20 HALE ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2017-09-20
Name of individual signing ELISABETH BENGTSON
HALE ADVISORS, INC. 401(K) PLAN 2015 452399936 2016-05-29 HALE ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2016-05-29
Name of individual signing ELISABETH BENGTSON
HALE ADVISORS, INC. 401(K) PLAN 2014 452399936 2015-03-31 HALE ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Plan administrator’s name and address
Administrator’s EIN 452399936
Plan administrator’s name HALE ADVISORS, INC.
Plan administrator’s address ONE NORTH FRONT STREET, KINGSTON, NY, 12401
Administrator’s telephone number 8453831361

Signature of
Role Plan administrator
Date 2015-03-31
Name of individual signing ELISABETH BENGTSON

Chief Executive Officer

Name Role Address
ZOE DUNN Chief Executive Officer 1 NORTH FRONT STREET, 2ND FLOOR, KINGSTON, NY, United States, 12401

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 159 MAIN STREET, KINGSTON, NY, United States, 12401

History

Start date End date Type Value
2013-05-13 2018-09-27 Address 1 NORTH FRONT STREET, SUITE 103, KINGSTON, NY, 12401, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
180927006180 2018-09-27 BIENNIAL STATEMENT 2017-05-01
130513006578 2013-05-13 BIENNIAL STATEMENT 2013-05-01
110520000242 2011-05-20 CERTIFICATE OF INCORPORATION 2011-05-20

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Related by address

No related companies by address

Date of last update: 07 Nov 2024

Sources: New York Secretary of State

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