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  5. ROBERTS & ROBERTS, LLC

ROBERTS & ROBERTS, LLC

Company Details

Name: ROBERTS & ROBERTS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Feb 2001 (24 years ago)
Entity Number: 2605589
ZIP code: 10021
County: New York
Place of Formation: New York
Address: ATTN: NEIL ROBERTS, 142 EAST 71ST ST., STE. 8A, NEW YORK, NY, United States, 10021

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN & TRUST 2023 150528947 2024-04-01 ROBERTS & ROBERTS 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2024-04-01
Name of individual signing KATHI J ROBERTS
ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN & TRUST 2022 150528947 2023-06-07 ROBERTS & ROBERTS 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing KATHI J ROBERTS
ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN & TRUST 2021 150528947 2022-04-06 ROBERTS & ROBERTS 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2022-04-06
Name of individual signing KATHI ROBERTS
ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN & TRUST 2020 150528947 2021-06-03 ROBERTS & ROBERTS 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2021-06-03
Name of individual signing KATHI ROBERTS
ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN & TRUST 2019 150528947 2020-07-20 ROBERTS & ROBERTS 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing KATHI ROBERTS
ROBERTS ROBERTS 401 K PROFIT SHARING PLAN TRUST 2018 150528947 2019-05-13 ROBERTS & ROBERTS 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2019-05-13
Name of individual signing KATHI ROBERTS
ROBERTS ROBERTS 401 K PROFIT SHARING PLAN TRUST 2017 150528947 2018-05-25 ROBERTS & ROBERTS 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2018-05-25
Name of individual signing KATHI ROBERTS
ROBERTS ROBERTS 401 K PROFIT SHARING PLAN TRUST 2016 150528947 2017-06-19 ROBERTS & ROBERTS 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-03-01
Business code 621320
Sponsor’s telephone number 6077222020
Plan sponsor’s address 3455 VESTAL PKWY E, VESTAL, NY, 138502147

Signature of
Role Plan administrator
Date 2017-06-19
Name of individual signing KATHI ROBERTS

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent ATTN: NEIL ROBERTS, 142 EAST 71ST ST., STE. 8A, NEW YORK, NY, United States, 10021

Filings

Filing Number Date Filed Type Effective Date
010213000477 2001-02-13 ARTICLES OF ORGANIZATION 2001-02-13

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No related companies by address

Date of last update: 20 Jan 2025

Sources: New York Secretary of State

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