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JACOB J. KATZ AND COMPANY, INC.

Company Details

Name: JACOB J. KATZ AND COMPANY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 27 Dec 1993 (31 years ago)
Entity Number: 1782409
ZIP code: 10954
County: Rockland
Place of Formation: New York
Address: 455 ROUTE 304, Bardonia, NY, United States, 10954

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACOB J. KATZ & COMPANY, INC. 401(K) PLAN 2023 133752582 2024-07-19 JACOB J. KATZ AND COMPANY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2024-07-19
Name of individual signing CETERA RETIREMENT PLAN SPECIALISTS
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2022 133752582 2023-04-14 JACOB J. KATZ AND COMPANY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2023-04-14
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2021 133752582 2022-09-20 JACOB J. KATZ AND COMPANY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2022-09-20
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2020 133752582 2021-06-08 JACOB J. KATZ AND COMPANY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2021-06-08
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2019 133752582 2020-08-03 JACOB J. KATZ AND COMPANY, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2020-08-03
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2018 133752582 2019-07-30 JACOB J. KATZ AND COMPANY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2019-07-30
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2017 133752582 2018-04-18 JACOB J. KATZ AND COMPANY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2018-04-18
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2016 133752582 2017-03-28 JACOB J. KATZ AND COMPANY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2017-03-28
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2015 133752582 2016-04-12 JACOB J. KATZ AND COMPANY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2016-04-12
Name of individual signing DOUGLAS KATZ
JACOB J. KATZ AND COMPANY INC. 401K PLAN 2014 133752582 2015-10-06 JACOB J. KATZ AND COMPANY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8456380505
Plan sponsor’s address 455 RT. 304, BARDONIA, NY, 10954

Signature of

Role Plan administrator
Date 2015-10-06
Name of individual signing DOUGLAS KATZ

Chief Executive Officer

Name Role Address
STEVEN KATZ Chief Executive Officer 455 ROUTE 304, BARDONIA, NY, United States, 10954

DOS Process Agent

Name Role Address
STEVEN KATZ DOS Process Agent 455 ROUTE 304, Bardonia, NY, United States, 10954

History

Start date End date Type Value
2024-06-20 2024-06-20 Address 455 ROUTE 304, BARDONIA, NY, 10954, USA (Type of address: Chief Executive Officer)
2024-06-20 2024-06-20 Address 490 ROUTE 304, NEW CITY, NY, 10956, USA (Type of address: Chief Executive Officer)
2006-01-30 2024-06-20 Address 490 ROUTE 304, NEW CITY, NY, 10956, USA (Type of address: Service of Process)
2006-01-30 2024-06-20 Address 490 ROUTE 304, NEW CITY, NY, 10956, USA (Type of address: Chief Executive Officer)
1997-12-10 2006-01-30 Address 490 ROUTE 304, NEW CITY, NY, 10956, USA (Type of address: Principal Executive Office)
1997-12-10 2006-01-30 Address 490 ROUTE 304, NEW CITY, NY, 10956, USA (Type of address: Chief Executive Officer)
1997-12-10 2006-01-30 Address 490 ROUTE 304, NEW CITY, NY, 10956, USA (Type of address: Service of Process)
1996-01-25 1997-12-10 Address 369 SO. MAIN ST, NEW CITY, NY, 10956, USA (Type of address: Service of Process)
1996-01-25 1997-12-10 Address 369 SO. MAIN ST, NEW CITY, NY, 10956, USA (Type of address: Chief Executive Officer)
1996-01-25 1997-12-10 Address 369 SO. MAIN ST, NEW CITY, NY, 10956, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
240620000757 2024-06-20 BIENNIAL STATEMENT 2024-06-20
071221002201 2007-12-21 BIENNIAL STATEMENT 2007-12-01
060130002691 2006-01-30 BIENNIAL STATEMENT 2005-12-01
031128002171 2003-11-28 BIENNIAL STATEMENT 2003-12-01
011204002364 2001-12-04 BIENNIAL STATEMENT 2001-12-01
000111002644 2000-01-11 BIENNIAL STATEMENT 1999-12-01
971210002368 1997-12-10 BIENNIAL STATEMENT 1997-12-01
960125002166 1996-01-25 BIENNIAL STATEMENT 1995-12-01
931227000024 1993-12-27 CERTIFICATE OF INCORPORATION 1993-12-27

Date of last update: 04 Jan 2025

Sources: New York Secretary of State