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  5. MORGAN MANAGEMENT LLC

MORGAN MANAGEMENT LLC

Company Details

Name: MORGAN MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Feb 2024 (10 months ago)
Entity Number: 7247394
ZIP code: 12945
County: Franklin
Place of Formation: New York
Address: PO BOX 149, Lake Clear, NY, United States, 12945

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORGAN MANAGEMENT LLC EMPLOYEE BENEFITS PLAN 2017 161543750 2018-07-06 MORGAN MANAGEMENT LLC 638
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2010-01-01
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s mailing address 1080 PITTSFORD VICTOR RD, PITTSFORD, NY, 14534
Plan sponsor’s address 1080 PITTSFORD VICTOR RD, PITTSFORD, NY, 14534

Number of participants as of the end of the plan year
Active participants 688
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2018-07-06
Name of individual signing AMY SANSONE
Valid signature Filed with authorized/valid electronic signature
MORGAN MANAGEMENT, LLC 401K PROFIT SHARING PLAN & TRUST 2015 161543750 2016-07-18 MORGAN MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1080 PITTSFORD VICTOR ROAD, SUITE 100, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2016-07-18
Name of individual signing DARRIN FARROW
MORGAN MANAGEMENT 2013 161543750 2014-10-15 MORGAN MANAGEMENT, LLC 77
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing SHARON ZINSER
MORGAN MANAGEMENT 2013 161543750 2014-10-15 MORGAN MANAGEMENT, LLC 77
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing ROBYN MORGAN
MORGAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 161543750 2013-07-26 MORGAN MANAGEMENT, LLC 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-15
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2013-07-26
Name of individual signing SHARON ZINSER, CFO
Role Employer/plan sponsor
Date 2013-07-26
Name of individual signing SHARON ZINSER, CFO
MORGAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 161543750 2012-10-01 MORGAN MANAGEMENT, LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-15
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 161543750
Plan administrator’s name MORGAN MANAGEMENT, LLC
Plan administrator’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534
Administrator’s telephone number 5854199630

Signature of
Role Plan administrator
Date 2012-10-01
Name of individual signing SHARON ZINSER, CFO
Role Employer/plan sponsor
Date 2012-10-01
Name of individual signing SHARON ZINSER, CFO
MORGAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 2010 161543750 2011-07-22 MORGAN MANAGEMENT, LLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-15
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 161543750
Plan administrator’s name MORGAN MANAGEMENT, LLC
Plan administrator’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534
Administrator’s telephone number 5854199630

Signature of
Role Plan administrator
Date 2011-07-22
Name of individual signing LARRY HILL
Role Employer/plan sponsor
Date 2011-07-22
Name of individual signing LARRY HILL
MORGAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 2009 161543750 2010-07-27 MORGAN MANAGEMENT, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-15
Business code 531110
Sponsor’s telephone number 5854199630
Plan sponsor’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 161543750
Plan administrator’s name MORGAN MANAGEMENT, LLC
Plan administrator’s address 1170 PITTSFORD-VICTOR RD, STE 100, PITTSFORD, NY, 14534
Administrator’s telephone number 5854199630

Signature of
Role Plan administrator
Date 2010-07-27
Name of individual signing LARRY HILL
Role Employer/plan sponsor
Date 2010-07-27
Name of individual signing LARRY HILL

DOS Process Agent

Name Role Address
Morgan Management LLC DOS Process Agent PO BOX 149, Lake Clear, NY, United States, 12945

Filings

Filing Number Date Filed Type Effective Date
240206002556 2024-02-06 ARTICLES OF ORGANIZATION 2024-02-06

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 18 Nov 2024

Sources: New York Secretary of State

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