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ROBERT J. ELLIS FINANCIAL ADVISORS, LLC

Company Details

Name: ROBERT J. ELLIS FINANCIAL ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Nov 2011 (13 years ago)
Entity Number: 4167883
County: Erie
Place of Formation: New York
Address: 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, United States, 14127
Address ZIP Code: 14127

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 161438621 2024-10-15 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK RD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing CHRISTOPHER L VAN SON
Valid signature Filed with authorized/valid electronic signature
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 161438621 2023-06-05 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK RD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2023-06-05
Name of individual signing CHRISTOPHER L VAN SON
Role Employer/plan sponsor
Date 2023-06-05
Name of individual signing CHRISTOPHER L VAN SON
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 453969119 2022-07-26 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK RD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing CHRISTOPHER L VAN SON
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 453969119 2021-05-17 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2021-05-17
Name of individual signing CHRISTOPHER L VAN SON
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 453969119 2020-07-21 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing CHRISTOPHER L. VAN SON
Role Employer/plan sponsor
Date 2020-07-20
Name of individual signing CHRISTOPHER L. VAN SON
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 161438621 2019-07-03 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing CHRISTOPHER L. VAN SON
Role Employer/plan sponsor
Date 2019-07-03
Name of individual signing CHRISTOPHER L. VAN SON
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 161438621 2018-07-25 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing ROBERT J. ELLIS
Role Employer/plan sponsor
Date 2018-07-25
Name of individual signing ROBERT J. ELLIS
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 161438621 2017-06-07 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 141270911

Signature of
Role Plan administrator
Date 2017-06-07
Name of individual signing ROBERT J. ELLIS
Role Employer/plan sponsor
Date 2017-06-07
Name of individual signing ROBERT J. ELLIS
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 161438621 2016-06-30 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 141270911

Signature of
Role Plan administrator
Date 2016-06-30
Name of individual signing ROBERT J ELLIS
Role Employer/plan sponsor
Date 2016-06-30
Name of individual signing ROBERT J. ELLIS
ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 161438621 2015-07-30 ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 7166776277
Plan sponsor’s address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 141270911

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing ROBERT J ELLIS
Role Employer/plan sponsor
Date 2015-07-30
Name of individual signing ROBERT J. ELLIS

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, United States, 14127

History

Start date End date Type Value
2011-11-21 2023-11-16 Address 3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, 14127, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231116003107 2023-11-16 BIENNIAL STATEMENT 2023-11-01
211118000212 2021-11-18 BIENNIAL STATEMENT 2021-11-18
191204060014 2019-12-04 BIENNIAL STATEMENT 2019-11-01
171115006189 2017-11-15 BIENNIAL STATEMENT 2017-11-01
151110006150 2015-11-10 BIENNIAL STATEMENT 2015-11-01
131121006123 2013-11-21 BIENNIAL STATEMENT 2013-11-01
120608000131 2012-06-08 CERTIFICATE OF PUBLICATION 2012-06-08
111121000232 2011-11-21 ARTICLES OF ORGANIZATION 2011-11-21

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Related by address

3415 ORCHARD PARK ROAD, ORCHARD PARK, NY, United States, 14127

ROBERT J ELLIS REALTY, LLC

Date of last update: 07 Nov 2024

Sources: New York Secretary of State

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