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RFG ASSOCIATES, LLC

Company Details

Name: RFG ASSOCIATES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 29 Mar 2016 (9 years ago) (Companies founded in March 2016)
Entity Number: 4920958
ZIP code: 14534 (Companies in Monroe, 14534)
County: Monroe
Place of Formation: New York
Address: 1250 PITTSFORD-VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RFG ASSOCIATES LLC CASH BALANCE PLAN 2023 161347550 2024-09-27 RFG ASSOCIATES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2024-09-27
Name of individual signing MARK PAGANELLI
Valid signature Filed with authorized/valid electronic signature
RFG ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2023 161347550 2024-09-27 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2024-09-27
Name of individual signing MARK PAGANELLI
Valid signature Filed with authorized/valid electronic signature
RFG ASSOCIATES LLC CASH BALANCE PLAN 2022 161347550 2023-09-21 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2022 161347550 2023-09-21 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2021 161347550 2022-09-27 RFG ASSOCIATES LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2022-09-27
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC CASH BALANCE PLAN 2021 161347550 2022-09-27 RFG ASSOCIATES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2022-09-27
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2020 161347550 2021-10-13 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC CASH BALANCE PLAN 2020 161347550 2021-09-29 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2021-09-29
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2019 161347550 2020-09-29 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2020-09-29
Name of individual signing MARK PAGANELLI
RFG ASSOCIATES LLC CASH BALANCE PLAN 2019 161347550 2020-09-25 RFG ASSOCIATES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853834290
Plan sponsor’s address 1250 PITTSFORD VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2020-09-25
Name of individual signing MARK PAGANELLI

DOS Process Agent

Name Role Address
RFG ASSOCIATES, LLC DOS Process Agent 1250 PITTSFORD-VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2016-03-29 2024-04-12 Address 1250 PITTSFORD-VICTOR ROAD, BUILDING 200, SUITE 280, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240412002450 2024-04-12 BIENNIAL STATEMENT 2024-04-12
160329000716 2016-03-29 ARTICLES OF ORGANIZATION 2016-03-29

Date of last update: 23 Nov 2024

Sources: New York Secretary of State