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  5. MATRIX ASSET ADVISORS, INC.

MATRIX ASSET ADVISORS, INC.

Company Details

Name: MATRIX ASSET ADVISORS, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 07 Aug 1990 (35 years ago)
Entity Number: 1466623
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 444 MADISON AVENUE, 3RD FLOOR, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MATRIX ASSET ADVISORS, INC. 401K PLAN 2023 133569378 2024-09-09 MATRIX ASSET ADVISORS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2024-09-09
Name of individual signing LON BIRNHOLZ
Valid signature Filed with authorized/valid electronic signature
MATRIX ASSET ADVISORS, INC. 401K PLAN 2022 133569378 2023-08-07 MATRIX ASSET ADVISORS, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2023-08-07
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2021 133569378 2022-08-04 MATRIX ASSET ADVISORS, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2022-08-04
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2020 133569378 2021-03-19 MATRIX ASSET ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2021-03-19
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2019 133569378 2020-07-06 MATRIX ASSET ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2020-07-06
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2018 133569378 2019-07-02 MATRIX ASSET ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2019-07-02
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2017 133569378 2018-08-06 MATRIX ASSET ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606

Signature of
Role Plan administrator
Date 2018-08-06
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2016 133569378 2017-09-14 MATRIX ASSET ADVISORS, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 747 THIRD AVENUE, NEW YORK, NY, 100172803

Signature of
Role Plan administrator
Date 2017-09-14
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2015 133569378 2016-07-14 MATRIX ASSET ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 747 THIRD AVENUE, NEW YORK, NY, 100172803

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing LON BIRNHOLZ
MATRIX ASSET ADVISORS, INC. 401K PLAN 2014 133569378 2015-06-05 MATRIX ASSET ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2124862004
Plan sponsor’s address 747 THIRD AVENUE, NEW YORK, NY, 100172803

Signature of
Role Plan administrator
Date 2015-06-05
Name of individual signing LON BIRNHOLZ

Chief Executive Officer

Name Role Address
JOHN M. GATES Chief Executive Officer 444 MADISON AVENUE, 3RD FLOOR, NEW YORK, NY, United States, 10022

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 444 MADISON AVENUE, 3RD FLOOR, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
1999-12-01 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
1990-08-07 1999-12-01 Address 1633 BROADWAY, NEW YORK, NY, 10019, USA (Type of address: Registered Agent)
1990-08-07 1993-09-13 Address 1633 BROADWAY, NEW YORK, NY, 10019, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
SR-18507 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
991201000005 1999-12-01 CERTIFICATE OF CHANGE 1999-12-01
980813002328 1998-08-13 BIENNIAL STATEMENT 1998-08-01
930913003001 1993-09-13 BIENNIAL STATEMENT 1993-08-01
900807000261 1990-08-07 APPLICATION OF AUTHORITY 1990-08-07

Related by officers

JOHN M. GATES

J. GATES INC.

C T CORPORATION SYSTEM

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THE CORPORATION

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Related by address

No related companies by address

Date of last update: 22 Jan 2025

Sources: New York Secretary of State

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