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THE NEARY GROUP, LLC

Company Details

Name: THE NEARY GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Mar 2012 (13 years ago) (Companies founded in March 2012)
Entity Number: 4221249
ZIP code: 12203 (Companies in Albany, 12203)
County: Albany
Place of Formation: New York
Address: 6 TOWER PLACE, ALBANY, NY, United States, 12203

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2022 454878218 2023-10-02 NEARY GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address CAPITAL FINANCIAL PLANNING, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2021 454878218 2023-02-23 NEARY GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address THE NEARY GROUP, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2023-02-23
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2020 454878218 2021-10-27 NEARY GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address WEALTHONE, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2021-10-27
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2019 454878218 2020-07-16 NEARY GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address CAPITAL FINANCIAL PLANNING, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2020-07-16
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2018 454878218 2019-05-23 NEARY GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address CAPITAL FINANCIAL PLANNING, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2017 454878218 2018-06-11 NEARY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address CAPITAL FINANCIAL PLANNING, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2018-06-11
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2016 454878218 2017-07-18 NEARY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address CAPITAL FINANCIAL PLANNING, 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2017-07-18
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2015 454878218 2016-06-03 NEARY GROUP LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2016-06-02
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2014 454878218 2016-06-06 NEARY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2016-06-06
Name of individual signing ADAM NEARY
NEARY GROUP LLC 401K AND PROFIT SHARING PLAN 2014 454878218 2015-10-29 NEARY GROUP LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5184824425
Plan sponsor’s address 6 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2015-10-29
Name of individual signing ADAM NEARY

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 6 TOWER PLACE, ALBANY, NY, United States, 12203

History

Start date End date Type Value
2014-06-03 2015-07-06 Address 110 ANTHONY WAY, SCHENECTADY, NY, 12303, USA (Type of address: Service of Process)
2012-03-23 2014-06-03 Address 7320 VIC COURT, SCHENECTADY, NY, 12303, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
150706000056 2015-07-06 CERTIFICATE OF AMENDMENT 2015-07-06
140603002364 2014-06-03 BIENNIAL STATEMENT 2014-03-01
120713000424 2012-07-13 CERTIFICATE OF PUBLICATION 2012-07-13
120323000557 2012-03-23 ARTICLES OF ORGANIZATION 2012-03-23

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Related by address

6 TOWER PLACE, ALBANY, NY, United States, 12203

BLEECKER I 666 THIRD, LLC BLEECKER II 14 N MANNING, LLC BLEECKER III 18 N MANNING, LLC DERBY PRINTS, LLC EZEAST PROPERTIES, LLC FORGE INDUSTRIES, LLC JBELLY LLC KMQ ENTERPRISES, INC. LATIMER HILL HOUSE, LLC LEGACY WEALTH MANAGEMENT, LLC

Date of last update: 25 Nov 2024

Sources: New York Secretary of State

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