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BERNER FINANCIAL SERVICES, LLC

Company Details

Name: BERNER FINANCIAL SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Feb 2019 (6 years ago)
Entity Number: 5494441
County: Ulster
Place of Formation: New York
Address: 124 MAIN STREET, SUITE 9B, NEW PALTZ, NY, United States, 12561
Address ZIP Code: 12561

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERNER FINANCIAL SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 834013673 2023-10-16 BERNER FINANCIAL SERVICES LLC 2
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Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8452561950
Plan sponsor’s address 124 MAIN ST, NEW PALTZ, NY, 125611551

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing IRENE BERNER
BERNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 834013673 2022-04-22 BERNER FINANCIAL SERVICES LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8452561950
Plan sponsor’s address 124 MAIN STE 9B, NEW PALTZ, NY, 12561

Signature of

Role Plan administrator
Date 2022-04-22
Name of individual signing IRENE BERNER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 124 MAIN STREET, SUITE 9B, NEW PALTZ, NY, United States, 12561

Filings

Filing Number Date Filed Type Effective Date
190430000184 2019-04-30 CERTIFICATE OF PUBLICATION 2019-04-30
190214000062 2019-02-14 ARTICLES OF ORGANIZATION 2019-02-14

Date of last update: 04 Nov 2024

Sources: New York Secretary of State