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SCHLAM STONE & DOLAN LLP

Company Details

Name: SCHLAM STONE & DOLAN LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 02 Jan 1998 (27 years ago)
Entity Number: 2213660
ZIP code: 10004
County: Blank
Place of Formation: New York
Address: 26 BROADWAY / 19TH FL, NEW YORK, NY, United States, 10004

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHLAM STONE & DOLAN LLP 401(K) PROFIT SHARING PLAN & TRUST 2023 133056013 2024-05-03 SCHLAM STONE & DOLAN LLP 41
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541110
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, 19TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2024-05-03
Name of individual signing ERISA FIDUCIARY SERVICES
SCHLAM STONE & DOLAN LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 133056013 2023-04-07 SCHLAM STONE & DOLAN LLP 39
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541110
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, 19TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2023-04-07
Name of individual signing ERISA FIDUCIARY SERVICES
SCHLAM STONE & DOLAN LLP 401(K) PROFIT SHARING PLAN & TRUST 2021 133056013 2022-04-06 SCHLAM STONE & DOLAN LLP 41
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541110
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, 19TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2022-04-06
Name of individual signing ERISA FIDUCIARY SERVICES
SCHLAM STONE & DOLAN LLP 401(K) PROFIT SHARING PLAN & TRUST 2020 133056013 2021-04-01 SCHLAM STONE & DOLAN LLP 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541110
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, 19TH FLOOR, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2021-04-01
Name of individual signing ERISA FIDUCIARY SERVICES
SCHLAM STONE & DOLAN, LLP SAVINGS PLAN 2019 112758241 2020-08-10 SCHLAM STONE & DOLAN, LLP 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541190
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2020-08-10
Name of individual signing HARVEY M. STONE
SCHLAM STONE & DOLAN, LLP SAVINGS PLAN 2018 112758241 2019-07-29 SCHLAM STONE & DOLAN, LLP 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541190
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2019-07-29
Name of individual signing HARVEY M. STONE
SCHLAM STONE & DOLAN, LLP SAVINGS PLAN 2017 112758241 2018-06-07 SCHLAM STONE & DOLAN, LLP 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541190
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2018-06-07
Name of individual signing HARVEY M. STONE
SCHLAM STONE & DOLAN, LLP SAVINGS PLAN 2016 112758241 2017-08-10 SCHLAM STONE & DOLAN, LLP 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541190
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2017-08-10
Name of individual signing HARVEY M. STONE
SCHLAM STONE & DOLAN, LLP SAVINGS PLAN 2015 112758241 2016-09-19 SCHLAM STONE & DOLAN, LLP 39
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 541190
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2016-09-19
Name of individual signing HARVEY M. STONE
SCHLAM, STONE & DOLAN, LLP CASH BALANCE PLAN 2014 112758241 2015-03-23 SCHLAM, STONE & DOLAN, LLP 21
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 541190
Sponsor’s telephone number 2123445400
Plan sponsor’s address 26 BROADWAY, NEW YORK, NY, 10004

Signature of

Role Plan administrator
Date 2015-03-23
Name of individual signing HARVEY M. STONE

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 26 BROADWAY / 19TH FL, NEW YORK, NY, United States, 10004

History

Start date End date Type Value
2003-01-23 2024-04-11 Address 26 BROADWAY / 19TH FL, NEW YORK, NY, 10004, USA (Type of address: Service of Process)
1998-01-02 2003-01-23 Address 26 BROADWAY - 19TH FLOOR, NEW YORK, NY, 10004, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240411002051 2024-04-11 FIVE YEAR STATEMENT 2024-04-11
171113002044 2017-11-13 FIVE YEAR STATEMENT 2018-01-01
121231002043 2012-12-31 FIVE YEAR STATEMENT 2013-01-01
121128000766 2012-11-28 CERTIFICATE OF AMENDMENT 2012-11-28
071231002238 2007-12-31 FIVE YEAR STATEMENT 2008-01-01
030123002187 2003-01-23 FIVE YEAR STATEMENT 2003-01-01
980102000434 1998-01-02 NOTICE OF REGISTRATION 1998-01-02

Date of last update: 03 Jan 2025

Sources: New York Secretary of State