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  5. SUSUMU ADVISORS LLC

SUSUMU ADVISORS LLC

Company Details

Name: SUSUMU ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Jul 2000 (24 years ago)
Entity Number: 2534718
ZIP code: 14202
County: Erie
Place of Formation: New York
Address: 12 FOUNTAIN PLAZA / SUITE 500, BUFFALO, NY, United States, 14202

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KEI ADVISORS RETIREMENT PLAN 2023 161590374 2024-09-03 KEI ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7163103948
Plan sponsor’s address P.O. BOX 702, BUFFALO, NY, 14231

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS CASH BALANCE PLAN 2023 161590374 2024-09-03 KEI ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 7163103948
Plan sponsor’s address P.O. BOX 702, BUFFALO, NY, 14231

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS CASH BALANCE PLAN 2022 161590374 2023-09-18 KEI ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address PO BOX 702, WILLIAMSVILLE, NY, 14231

Signature of
Role Plan administrator
Date 2023-09-18
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS RETIREMENT PLAN 2022 161590374 2023-09-18 KEI ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address P.O. BOX 702, WILLIAMSVILLE, NY, 14231

Signature of
Role Plan administrator
Date 2023-09-18
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS CASH BALANCE PLAN 2021 161590374 2022-09-07 KEI ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address 7606 TRANSIT RD STE 300, BUFFALO, NY, 14221

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS RETIREMENT PLAN 2021 161590374 2022-09-07 KEI ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address 7606 TRANSIT RD STE 300, BUFFALO, NY, 14221

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS CASH BALANCE PLAN 2020 161590374 2021-08-30 KEI ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address 7606 TRANSIT RD STE 300, BUFFALO, NY, 14221

Signature of
Role Plan administrator
Date 2021-08-30
Name of individual signing JOSEPH PAWLOWSKI
Role Employer/plan sponsor
Date 2021-08-30
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS RETIREMENT PLAN 2020 161590374 2021-08-30 KEI ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address 7606 TRANSIT RD STE 300, BUFFALO, NY, 14221

Signature of
Role Plan administrator
Date 2021-08-30
Name of individual signing JOSEPH PAWLOWSKI
Role Employer/plan sponsor
Date 2021-08-30
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS CASH BALANCE PLAN 2019 161590374 2020-08-31 KEI ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address 7606 TRANSIT RD STE 300, BUFFALO, NY, 14221

Signature of
Role Plan administrator
Date 2020-08-31
Name of individual signing JOSEPH PAWLOWSKI
KEI ADVISORS RETIREMENT PLAN 2019 161590374 2020-08-31 KEI ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7168433831
Plan sponsor’s address 7606 TRANSIT RD STE 300, BUFFALO, NY, 14221

Signature of
Role Plan administrator
Date 2020-08-31
Name of individual signing JOSEPH PAWLOWSKI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 12 FOUNTAIN PLAZA / SUITE 500, BUFFALO, NY, United States, 14202

History

Start date End date Type Value
2023-03-15 2024-09-03 Address 12 FOUNTAIN PLAZA / SUITE 500, BUFFALO, NY, 14202, USA (Type of address: Service of Process)
2010-07-15 2023-03-15 Address 12 FOUNTAIN PLAZA / SUITE 500, BUFFALO, NY, 14202, 2292, USA (Type of address: Service of Process)
2006-06-21 2010-07-15 Address 12 FOUNTAIN PLAZA, STE 500, BUFFALO, NY, 14202, 2292, USA (Type of address: Service of Process)
2000-07-24 2006-06-21 Address 500 FLEET BANK BLDG., 12 FOUNTAIN PLAZA, BUFFALO, NY, 14202, 2292, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240903000348 2024-08-26 CERTIFICATE OF AMENDMENT 2024-08-26
230315001867 2023-03-15 BIENNIAL STATEMENT 2022-07-01
100715003168 2010-07-15 BIENNIAL STATEMENT 2010-07-01
080723002565 2008-07-23 BIENNIAL STATEMENT 2008-07-01
060621002569 2006-06-21 BIENNIAL STATEMENT 2006-07-01
040709002715 2004-07-09 BIENNIAL STATEMENT 2004-07-01
020715002096 2002-07-15 BIENNIAL STATEMENT 2002-07-01
000925000478 2000-09-25 AFFIDAVIT OF PUBLICATION 2000-09-25
000925000475 2000-09-25 AFFIDAVIT OF PUBLICATION 2000-09-25
000724000668 2000-07-24 ARTICLES OF ORGANIZATION 2000-07-24

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Date of last update: 02 Jan 2025

Sources: New York Secretary of State

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