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O'KEEFE STEVENS ADVISORY, INC.

Company Details

Name: O'KEEFE STEVENS ADVISORY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 28 Nov 2016 (8 years ago) (Companies founded in November 2016)
Entity Number: 5043551
ZIP code: 14625 (Companies in Monroe, 14625)
County: Monroe
Place of Formation: New York
Address: 170 DALE ROAD, ROCHESTER, NY, United States, 14625

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
1780565 1 BAUSCH AND LOMB PLACE, SUITE 920, ROCHESTER, NY, 14604 1 BAUSCH AND LOMB PLACE, SUITE 920, ROCHESTER, NY, 14604 5853406538

Filings since 2024-07-10

Form type 13F-HR
File number 028-19548
Filing date 2024-07-10
Reporting date 2024-06-30
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Filings since 2024-04-11

Form type 13F-HR
File number 028-19548
Filing date 2024-04-11
Reporting date 2024-03-31
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Filings since 2024-01-05

Form type 13F-HR
File number 028-19548
Filing date 2024-01-05
Reporting date 2023-12-31
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Filings since 2023-10-18

Form type 13F-HR
File number 028-19548
Filing date 2023-10-18
Reporting date 2023-09-30
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Filings since 2023-07-06

Form type 13F-HR
File number 028-19548
Filing date 2023-07-06
Reporting date 2023-06-30
File View File

Filings since 2023-04-11

Form type 13F-HR
File number 028-19548
Filing date 2023-04-11
Reporting date 2023-03-31
File View File

Filings since 2023-01-10

Form type 13F-HR
File number 028-19548
Filing date 2023-01-10
Reporting date 2022-12-31
File View File

Filings since 2022-10-11

Form type 13F-HR
File number 028-19548
Filing date 2022-10-11
Reporting date 2022-09-30
File View File

Filings since 2022-07-08

Form type 13F-HR
File number 028-19548
Filing date 2022-07-08
Reporting date 2022-06-30
File View File

Filings since 2022-04-13

Form type 13F-HR
File number 028-19548
Filing date 2022-04-13
Reporting date 2022-03-31
File View File

Filings since 2022-01-14

Form type 13F-HR
File number 028-19548
Filing date 2022-01-14
Reporting date 2021-12-31
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Filings since 2021-10-12

Form type 13F-HR
File number 028-19548
Filing date 2021-10-12
Reporting date 2021-09-30
File View File

Filings since 2021-07-12

Form type 13F-HR
File number 028-19548
Filing date 2021-07-12
Reporting date 2021-06-30
File View File

Filings since 2021-04-12

Form type 13F-HR
File number 028-19548
Filing date 2021-04-12
Reporting date 2021-03-31
File View File

Filings since 2021-01-12

Form type 13F-HR
File number 028-19548
Filing date 2021-01-12
Reporting date 2020-12-31
File View File

Filings since 2020-10-08

Form type 13F-HR
File number 028-19548
Filing date 2020-10-08
Reporting date 2020-09-30
File View File

Filings since 2020-07-08

Form type 13F-HR
File number 028-19548
Filing date 2020-07-08
Reporting date 2020-06-30
File View File

Filings since 2020-01-07

Form type 13F-HR/A
File number 028-19548
Filing date 2020-01-07
Reporting date 2019-12-31
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Filings since 2020-01-06

Form type 13F-HR
File number 028-19548
Filing date 2020-01-06
Reporting date 2019-12-31
File View File

Filings since 2019-10-07

Form type 13F-HR
File number 028-19548
Filing date 2019-10-07
Reporting date 2019-09-30
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2019-06-30
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2019-03-31
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2018-12-31
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2018-09-30
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2018-06-30
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2018-03-31
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2017-12-31
File View File

Filings since 2019-07-08

Form type 13F-HR
File number 028-19548
Filing date 2019-07-08
Reporting date 2017-09-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN 2023 814543388 2024-03-06 O'KEEFE STEVENS ADVISORY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5855406538
Plan sponsor’s address ONE BAUSCH AND LOMB PLACE, SUITE 92, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2024-03-06
Name of individual signing JUSTIN STEVENS
O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN 2022 814543388 2023-04-17 O'KEEFE STEVENS ADVISORY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5855406538
Plan sponsor’s address ONE BAUSCH AND LOMB PLACE, SUITE 92, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2023-04-17
Name of individual signing JUSTIN STEVENS
O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN 2021 814543388 2022-03-29 O'KEEFE STEVENS ADVISORY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5855406538
Plan sponsor’s address ONE BAUSCH AND LOMB PLACE, SUITE 92, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2022-03-28
Name of individual signing JUSTIN STEVENS
O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN 2020 814543388 2021-03-11 O'KEEFE STEVENS ADVISORY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5855406538
Plan sponsor’s address ONE BAUSCH AND LOMB PLACE, SUITE 920, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2021-03-11
Name of individual signing JUSTIN STEVENS
O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN 2019 814543388 2020-02-24 O'KEEFE STEVENS ADVISORY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5853406538
Plan sponsor’s address ONE BAUSCH AND LOMB PLACE, SUITE 920, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2020-02-24
Name of individual signing JUSTIN STEVENS
O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN 2018 814543388 2019-02-11 O'KEEFE STEVENS ADVISORY, INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5853406538
Plan sponsor’s address ONE BAUSCH AND LOMB PLACE, SUITE 920, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2019-02-11
Name of individual signing JUSTIN STEVENS

DOS Process Agent

Name Role Address
O'KEEFE STEVENS ADVISORY, INC. DOS Process Agent 170 DALE ROAD, ROCHESTER, NY, United States, 14625

Filings

Filing Number Date Filed Type Effective Date
161128010022 2016-11-28 CERTIFICATE OF INCORPORATION 2016-11-28

Date of last update: 23 Nov 2024

Sources: New York Secretary of State