| Name: | SUMMIT FINANCIAL SERVICES, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 09 Dec 2013 (11 years ago) |
| Entity Number: | 4498090 |
| ZIP code: | 11747 |
| County: | Suffolk |
| Place of Formation: | New York |
| Address: | 1895 WALT WHITMAN RD., STE. 6, MELVILLE, NY, United States, 11747 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL SERVICES, INC. 401(K) PLAN | 2023 | 464275127 | 2024-04-29 | SUMMIT FINANCIAL SERVICES, INC. | 4 | |||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-04-29 |
| Name of individual signing | JOHN HANNAH |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 6315955700 |
| Plan sponsor’s address | 145 PINELAWN ROAD, SUITE 345N, MELVILLE, NY, 11747 |
Signature of
| Role | Plan administrator |
| Date | 2023-02-27 |
| Name of individual signing | JOHN HANNAH |
| Name | Role | Address |
|---|---|---|
| JOHN HANNAH | DOS Process Agent | 1895 WALT WHITMAN RD., STE. 6, MELVILLE, NY, United States, 11747 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 200317000057 | 2020-03-17 | CERTIFICATE OF AMENDMENT | 2020-03-17 |
| 131209000641 | 2013-12-09 | CERTIFICATE OF INCORPORATION | 2013-12-09 |
Date of last update: 24 Nov 2024
Sources: New York Secretary of State
