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WERT & COMPANY INC.

Company Details

Name: WERT & COMPANY INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 12 Sep 1995 (29 years ago)
Entity Number: 1955471
ZIP code: 10007
County: New York
Place of Formation: New York
Address: 106 DUANE STREET, FLOOR 3, NEW YORK, NY, United States, 10007

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
WERT & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2023 133854309 2024-10-10 WERT & COMPANY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address 8 MCMORROW LANE, PO BOX 323, NORTH SALEM, NY, 105600323

Signature of

Role Plan administrator
Date 2024-10-10
Name of individual signing JEFFREY WERT
Valid signature Filed with authorized/valid electronic signature
WERT & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 133854309 2023-07-31 WERT & COMPANY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address 8 MCMORROW LANE, NORTH SALEM, NY, 105600323

Signature of

Role Plan administrator
Date 2023-07-31
Name of individual signing JUDY WERT
WERT & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2021 133854309 2022-08-10 WERT & COMPANY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address PO BOX 323, NORTH SALEM, NY, 105600323

Signature of

Role Plan administrator
Date 2022-08-10
Name of individual signing JUDITH WERT
WERT & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 133854309 2021-12-13 WERT & COMPANY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address PO BOX 323, NORTH SALEM, NY, 105600323

Signature of

Role Plan administrator
Date 2021-12-13
Name of individual signing JUDITH WERT
WERT & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2019 133854309 2020-07-29 WERT & COMPANY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 6464426931
Plan sponsor’s address 106 DUANE ST, 3RD FLOOR, NEW YORK, NY, 10007

Signature of

Role Plan administrator
Date 2020-07-29
Name of individual signing JUDITH WERT
WERT COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2018 133854309 2019-06-18 WERT & COMPANY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address 106 DUANE ST, 3RD FLOOR, NEW YORK, NY, 10007

Signature of

Role Plan administrator
Date 2019-06-18
Name of individual signing JUDITH WERT
WERT COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2017 133854309 2018-07-27 WERT & COMPANY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address 106 DUANE ST, 3RD FLOOR, NEW YORK, NY, 10007

Signature of

Role Plan administrator
Date 2018-07-27
Name of individual signing JUDITH WERT
WERT COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2016 133854309 2017-07-24 WERT & COMPANY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address 106 DUANE ST, 3RD FLOOR, NEW YORK, NY, 10007

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing JUDY WERT
WERT COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2015 133854309 2016-07-27 WERT & COMPANY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 2126842796
Plan sponsor’s address 106 DUANE ST, 3RD FLOOR, NEW YORK, NY, 10007

Signature of

Role Plan administrator
Date 2016-07-27
Name of individual signing JUDITH WERT
WERT COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2014 133854309 2015-07-31 WERT & COMPANY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 561300
Sponsor’s telephone number 6464426931
Plan sponsor’s address 106 DUANE STREET, FLOOR 3, NEW YORK, NY, 10007

Signature of

Role Plan administrator
Date 2015-07-31
Name of individual signing JUDITH WERT

Chief Executive Officer

Name Role Address
JUDITH WERT Chief Executive Officer 106 DUANE STREET, FLOOR 3, NEW YORK, NY, United States, 10007

DOS Process Agent

Name Role Address
JUDITH WERT DOS Process Agent 106 DUANE STREET, FLOOR 3, NEW YORK, NY, United States, 10007

History

Start date End date Type Value
1997-10-02 2018-10-31 Address 152 MADISON AVE - 1702, NEW YORK, NY, 10016, USA (Type of address: Chief Executive Officer)
1997-10-02 2018-10-31 Address 152 MADISON AVE - 1702, NEW YORK, NY, 10016, USA (Type of address: Principal Executive Office)
1997-10-02 2018-10-31 Address 152 MADISON AVE - 1702, NEW YORK, NY, 10016, USA (Type of address: Service of Process)
1995-09-12 1997-10-02 Address 315 RIVERSIDE DRIVE-APT. 7D, NEW YORK, NY, 10025, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
181031002035 2018-10-31 BIENNIAL STATEMENT 2017-09-01
971002002431 1997-10-02 BIENNIAL STATEMENT 1997-09-01
951128000366 1995-11-28 CERTIFICATE OF AMENDMENT 1995-11-28
950912000399 1995-09-12 CERTIFICATE OF INCORPORATION 1995-09-12

Date of last update: 21 Jan 2025

Sources: New York Secretary of State