Search icon

SWEENEY, REICH & BOLZ, LLP

Company Details

Name: SWEENEY, REICH & BOLZ, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 23 Nov 2015 (9 years ago)
Entity Number: 4853630
ZIP code: 11042
County: Blank
Place of Formation: New York
Address: 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, United States, 11042

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2023 810691759 2024-07-17 SWEENEY REICH & BOLZ LLP 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2024-07-17
Name of individual signing FRANK BOLZ
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 810691759 2023-07-05 SWEENEY REICH & BOLZ LLP 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2023-07-05
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2021 810691759 2022-07-20 SWEENEY REICH & BOLZ LLP 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2020 810691759 2021-06-30 SWEENEY REICH & BOLZ LLP 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2021-06-30
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 810691759 2020-07-13 SWEENEY REICH & BOLZ LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2020-07-13
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH BOLZ LLP 401 K PROFIT SHARING PLAN TRUST 2018 810691759 2019-07-05 SWEENEY REICH & BOLZ LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2019-07-05
Name of individual signing FRANK A. BOLZ, III ESQ.
SWEENEY REICH BOLZ LLP 401 K PROFIT SHARING PLAN TRUST 2017 810691759 2018-07-10 SWEENEY REICH & BOLZ LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2018-07-10
Name of individual signing FRANK BOLZ
SWEENEY REICH BOLZ LLP 401 K PROFIT SHARING PLAN TRUST 2016 810691759 2017-07-17 SWEENEY REICH & BOLZ LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of

Role Plan administrator
Date 2017-07-17
Name of individual signing FRANK BOLZ

DOS Process Agent

Name Role Address
SWEENEY, REICH & BOLZ, LLP DOS Process Agent 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, United States, 11042

History

Start date End date Type Value
2016-06-06 2024-02-09 Address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042, USA (Type of address: Service of Process)
2015-11-23 2016-06-06 Address 95-25 QUEENS BOULEVARD, 11TH FLOOR, REGO PARK, NY, 11374, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240209003123 2024-02-09 FIVE YEAR STATEMENT 2024-02-09
160606000270 2016-06-06 CERTIFICATE OF AMENDMENT 2016-06-06
160226000249 2016-02-26 CERTIFICATE OF PUBLICATION 2016-02-26
151123000226 2015-11-23 NOTICE OF REGISTRATION 2015-11-23

Date of last update: 23 Nov 2024

Sources: New York Secretary of State