| Name: | WINKLER KURTZ, LLP |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP |
| Status: | Active |
| Date of registration: | 20 Dec 1995 (29 years ago) |
| Entity Number: | 1983699 |
| ZIP code: | 11776 |
| County: | Blank |
| Place of Formation: | New York |
| Address: | 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STAT., NY, United States, 11776 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WINKLER KURTZ, LLP 401(K) PROFIT SHARING PLAN | 2023 | 112868840 | 2024-05-13 | WINKLER KURTZ, LLP | 15 | |||||||||||||||||||||||||||||||||||||||||||||||
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| Active participants | 11 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 4 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 15 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-13 |
| Name of individual signing | LUISA TURTURRO |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-13 |
| Name of individual signing | LUISA TURTURRO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 6319288000 |
| Plan sponsor’s mailing address | 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STATION, NY, 11776 |
| Plan sponsor’s address | 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STATION, NY, 11776 |
Number of participants as of the end of the plan year
| Active participants | 9 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 4 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 13 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
| Name | Role | Address |
|---|---|---|
| THE PARTNERSHIP | DOS Process Agent | 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STAT., NY, United States, 11776 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2016-04-28 | 2017-08-03 | Name | WINKLER, KURTZ, WINKLER, FELLIN, HAKE & O'HANLON, LLP |
| 2015-10-20 | 2024-05-14 | Address | 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STAT., NY, 11776, USA (Type of address: Service of Process) |
| 2012-08-06 | 2016-04-28 | Name | WINKLER, KURTZ & WINKLER, LLP |
| 2006-06-01 | 2012-08-06 | Name | WINKLER, KURTZ, WINKLER & KUHN, LLP |
| 2004-09-29 | 2006-06-01 | Name | WINKLER, KURTZ & WINKLER, LLP |
| 2000-11-21 | 2005-10-24 | Address | 310 HALLOCK AVENUE, PORT JEFFERSON, NY, 11776, USA (Type of address: Principal Executive Office) |
| 1995-12-20 | 2015-10-20 | Address | 310 HALLOCK AVENUE, PORT JEFFERSON STA, NY, 11776, USA (Type of address: Service of Process) |
| 1995-12-20 | 2004-09-29 | Name | WINKLER, KURTZ, WINKLER & DOLEWSKI, LLP |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240514003006 | 2024-05-14 | FIVE YEAR STATEMENT | 2024-05-14 |
| 170803000113 | 2017-08-03 | CERTIFICATE OF AMENDMENT | 2017-08-03 |
| 160428000379 | 2016-04-28 | CERTIFICATE OF AMENDMENT | 2016-04-28 |
| 151020002022 | 2015-10-20 | FIVE YEAR STATEMENT | 2015-12-01 |
| 120806000436 | 2012-08-06 | CERTIFICATE OF AMENDMENT | 2012-08-06 |
| 101104003098 | 2010-11-04 | FIVE YEAR STATEMENT | 2010-12-01 |
| 060601000877 | 2006-06-01 | CERTIFICATE OF AMENDMENT | 2006-06-01 |
| 051024002291 | 2005-10-24 | FIVE YEAR STATEMENT | 2005-12-01 |
| 040929000413 | 2004-09-29 | CERTIFICATE OF AMENDMENT | 2004-09-29 |
| 001121002266 | 2000-11-21 | FIVE YEAR STATEMENT | 2000-12-01 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7331607004 | 2020-04-07 | 0235 | PPP | 1201 ROUTE 112 Suite 200, PORT JEFFERSON STATION, NY, 11776-8060 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 14 Mar 2025
Sources: New York Secretary of State
