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WHITMAN INSIGHT STRATEGIES, LLC

Company Details

Name: WHITMAN INSIGHT STRATEGIES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Jan 2003 (22 years ago)
Entity Number: 2857286
ZIP code: 10011
County: New York
Place of Formation: New York
Address: 80 8TH AVENUE, SUITE 1210, NEW YORK, NY, United States, 10011

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2023 010763468 2024-07-24 WHITMAN INSIGHT STRATEGIES, LLC 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011

Signature of

Role Plan administrator
Date 2024-07-24
Name of individual signing BERNARD WHITMAN
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2022 010763468 2023-10-10 WHITMAN INSIGHT STRATEGIES, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2021 010763468 2022-09-09 WHITMAN INSIGHT STRATEGIES, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2020 010763468 2021-10-12 WHITMAN INSIGHT STRATEGIES, LLC 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2019 010763468 2020-04-15 WHITMAN INSIGHT STRATEGIES, LLC 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN 2019 010763468 2020-06-11 WHITMAN INSIGHT STRATEGIES, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2018 010763468 2019-09-03 WHITMAN INSIGHT STRATEGIES, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN 2018 010763468 2019-09-03 WHITMAN INSIGHT STRATEGIES, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN 2017 010763468 2018-07-26 WHITMAN INSIGHT STRATEGIES, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2017 010763468 2018-07-26 WHITMAN INSIGHT STRATEGIES, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011

DOS Process Agent

Name Role Address
WHITMAN INSIGHT STRATEGIES, LLC DOS Process Agent 80 8TH AVENUE, SUITE 1210, NEW YORK, NY, United States, 10011

Agent

Name Role Address
NATIONAL REGISTERED AGENTS, INC. Agent 28 LIBERTY ST., NEW YORK, NY, 10005

History

Start date End date Type Value
2019-01-28 2023-03-07 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2007-01-23 2023-03-07 Address 80 8TH AVENUE, SUITE 1210, NEW YORK, NY, 10011, USA (Type of address: Service of Process)
2003-01-15 2019-01-28 Address 875 AVENUE OF THE AMERICAS, SUITE 501, NEW YORK, NY, 10001, USA (Type of address: Registered Agent)
2003-01-15 2007-01-23 Address 875 AVENUE OF THE AMERICAS, SUITE 501, NEW YORK, NY, 10001, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230307002423 2023-03-07 BIENNIAL STATEMENT 2023-01-01
SR-88411 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
130131006236 2013-01-31 BIENNIAL STATEMENT 2013-01-01
081231002425 2008-12-31 BIENNIAL STATEMENT 2009-01-01
070123002059 2007-01-23 BIENNIAL STATEMENT 2007-01-01
030115000696 2003-01-15 ARTICLES OF ORGANIZATION 2003-01-15

Date of last update: 19 Jan 2025

Sources: New York Secretary of State