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  5. TRICKLE UP PROGRAM, INC.

TRICKLE UP PROGRAM, INC.

Branch

Company Details

Name: TRICKLE UP PROGRAM, INC.
Jurisdiction: New York
Legal type: FOREIGN NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 10 Jul 2003 (22 years ago)
Branch of: TRICKLE UP PROGRAM, INC., Connecticut (Company Number 0114256)
Entity Number: 2929208
ZIP code: 10001
County: New York
Place of Formation: Connecticut
Address: 104 WEST 27TH ST., 12TH FL., NEW YORK, NY, United States, 10001

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
6WPB4 Active Non-Manufacturer 2013-06-03 2024-09-26 2029-09-26 2025-09-25

Contact Information
POC CHARLY VILLANUEVA
Phone +1 646-361-3504
Address 31 W 34TH STREET, NEW YORK, NY, 10001 3031, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRICKLE UP 403(B) PLAN 2023 061043042 2024-09-17 TRICKLE UP PROGRAM, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 31 WEST 34TH ST., SUITE 7001, NEW YORK, NY, 10001

Plan administrator’s name and address
Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC.
Plan administrator’s address 701 WESTCHESTER AVE, STE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of
Role Plan administrator
Date 2024-09-17
Name of individual signing DAVID MAUGER
Valid signature Filed with authorized/valid electronic signature
TRICKLE UP 403(B) PLAN 2022 061043042 2023-09-07 TRICKLE UP PROGRAM, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 31 WEST 34TH ST., SUITE 7001, NEW YORK, NY, 10001

Plan administrator’s name and address
Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC.
Plan administrator’s address 701 WESTCHESTER AVE, STE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of
Role Plan administrator
Date 2023-09-07
Name of individual signing BETTY CALDWELL
TRICKLE UP 403(B) PLAN 2021 061043042 2022-08-30 TRICKLE UP PROGRAM, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Plan administrator’s name and address
Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC.
Plan administrator’s address 701 WESTCHESTER AVE, STE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of
Role Plan administrator
Date 2022-08-30
Name of individual signing BETTY CALDWELL
TRICKLE UP 403(B) PLAN 2020 061043042 2021-07-20 TRICKLE UP PROGRAM, INC. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing MICHAEL CASTLEN
Role Employer/plan sponsor
Date 2021-07-20
Name of individual signing MICHAEL CASTLEN
TRICKLE UP 403(B) PLAN 2019 061043042 2020-05-28 TRICKLE UP PROGRAM, INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2020-05-28
Name of individual signing MICHAEL CASTLEN
Role Employer/plan sponsor
Date 2020-05-28
Name of individual signing MICHAEL CASTLEN
TRICKLE UP 403(B) PLAN 2018 061043042 2019-06-28 TRICKLE UP PROGRAM, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2019-06-28
Name of individual signing MICHAEL CASTLEN
Role Employer/plan sponsor
Date 2019-06-28
Name of individual signing MICHAEL CASTLEN
TRICKLE UP 403(B) PLAN 2017 061043042 2018-07-16 TRICKLE UP PROGRAM, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing MICHAEL CASTLEN
Role Employer/plan sponsor
Date 2018-07-16
Name of individual signing MICHAEL CASTLEN
TRICKLE UP 403(B) PLAN 2016 061043042 2017-03-30 TRICKLE UP PROGRAM, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2017-03-30
Name of individual signing WILLIAM M. ABRAMS
Role Employer/plan sponsor
Date 2017-03-30
Name of individual signing WILLIAM M. ABRAMS
TRICKLE UP 403(B) PLAN 2015 061043042 2016-04-20 TRICKLE UP PROGRAM, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2016-04-20
Name of individual signing WILLIAM M. ABRAMS
Role Employer/plan sponsor
Date 2016-04-20
Name of individual signing WILLIAM M. ABRAMS
TRICKLE UP 403(B) PLAN 2014 061043042 2015-09-04 TRICKLE UP PROGRAM, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2122559980
Plan sponsor’s address 104 WEST 27TH STREET, 12TH FLOOR, NEW YORK, NY, 10001

Signature of
Role Plan administrator
Date 2015-09-04
Name of individual signing WILLIAM M. ABRAMS
Role Employer/plan sponsor
Date 2015-09-04
Name of individual signing WILLIAM M. ABRAMS

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 104 WEST 27TH ST., 12TH FL., NEW YORK, NY, United States, 10001

Filings

Filing Number Date Filed Type Effective Date
030710000631 2003-07-10 APPLICATION OF AUTHORITY 2003-07-10

Related by officers

THE CORPORATION

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Related by address

No related companies by address

Date of last update: 05 Feb 2025

Sources: New York Secretary of State

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