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  5. BURCHMAN, TERRIO, GEBHARDT & QUIST LLC

BURCHMAN, TERRIO, GEBHARDT & QUIST LLC

Company Details

Name: BURCHMAN, TERRIO, GEBHARDT & QUIST LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Nov 1998 (26 years ago)
Entity Number: 2318396
ZIP code: 10004
County: New York
Place of Formation: New York
Address: 80 BROAD ST, 15TH FL, NEW YORK, NY, United States, 10004

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BTQ FINANCIAL PROFIT SHARING PLAN 2014 133322802 2015-10-13 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing KEVIN QUIST
BTQ FINANCIAL PROFIT SHARING PLAN 2013 133322802 2014-10-13 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing KEVIN QUIST
BTQ FINANCIAL PROFIT SHARING PLAN 2012 133322802 2013-10-15 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing KEVIN QUIST
BTQ FINANCIAL 401(K) PLAN 2011 133322802 2012-10-10 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 68
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address
Administrator’s EIN 133322802
Plan administrator’s name BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC
Plan administrator’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004
Administrator’s telephone number 2126270627

Signature of
Role Plan administrator
Date 2012-10-10
Name of individual signing KEVIN QUIST
Role Employer/plan sponsor
Date 2012-10-10
Name of individual signing KEVIN QUIST
BTQ FINANCIAL PROFIT SHARING PLAN 2011 133322802 2012-10-09 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address
Administrator’s EIN 133322802
Plan administrator’s name BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC
Plan administrator’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004
Administrator’s telephone number 2126270627

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing KEVIN QUIST
Role Employer/plan sponsor
Date 2012-10-09
Name of individual signing KEVIN QUIST
BTQ FINANCIAL 401(K) PLAN 2010 133322802 2011-10-14 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 67
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address
Administrator’s EIN 133322802
Plan administrator’s name BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC
Plan administrator’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004
Administrator’s telephone number 2126270627

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing KEVIN QUIST
Role Employer/plan sponsor
Date 2011-10-14
Name of individual signing KEVIN QUIST
BTQ FINANCIAL PROFIT SHARING PLAN 2010 133322802 2011-10-14 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address
Administrator’s EIN 133322802
Plan administrator’s name BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC
Plan administrator’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004
Administrator’s telephone number 2126270627

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing KEVIN QUIST
Role Employer/plan sponsor
Date 2011-10-14
Name of individual signing KEVIN QUIST
BTQ FINANCIAL PROFIT SHARING PLAN 2009 133322802 2010-10-14 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address
Administrator’s EIN 133322802
Plan administrator’s name BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC
Plan administrator’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004
Administrator’s telephone number 2126270627

Signature of
Role Plan administrator
Date 2010-10-14
Name of individual signing KEVIN QUIST
Role Employer/plan sponsor
Date 2010-10-14
Name of individual signing KEVIN QUIST
BTQ FINANCIAL 401(K) PLAN 2009 133322802 2010-10-14 BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC 75
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 541990
Sponsor’s telephone number 2126270627
Plan sponsor’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004

Plan administrator’s name and address
Administrator’s EIN 133322802
Plan administrator’s name BURCHMAN, TERRIO, GEBHARDT & QUIST, LLC
Plan administrator’s address 80 BROAD STREET, 15TH FLOOR, NEW YORK, NY, 10004
Administrator’s telephone number 2126270627

Signature of
Role Plan administrator
Date 2010-10-14
Name of individual signing KEVIN QUIST
Role Employer/plan sponsor
Date 2010-10-14
Name of individual signing KEVIN QUIST

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 80 BROAD ST, 15TH FL, NEW YORK, NY, United States, 10004

History

Start date End date Type Value
1998-11-23 2002-11-19 Address 180 VARICK STREET, NEW YORK, NY, 10014, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
211221001039 2021-12-21 BIENNIAL STATEMENT 2021-12-21
181003007349 2018-10-03 BIENNIAL STATEMENT 2016-11-01
141107006342 2014-11-07 BIENNIAL STATEMENT 2014-11-01
121211007163 2012-12-11 BIENNIAL STATEMENT 2012-11-01
101104002196 2010-11-04 BIENNIAL STATEMENT 2010-11-01
081126002450 2008-11-26 BIENNIAL STATEMENT 2008-11-01
061106002620 2006-11-06 BIENNIAL STATEMENT 2006-11-01
041109002077 2004-11-09 BIENNIAL STATEMENT 2004-11-01
021119002266 2002-11-19 BIENNIAL STATEMENT 2002-11-01
001121002263 2000-11-21 BIENNIAL STATEMENT 2000-11-01

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Date of last update: 20 Jan 2025

Sources: New York Secretary of State

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