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  5. HEIMLICH FINANCIAL GROUP LLC

HEIMLICH FINANCIAL GROUP LLC

Company Details

Name: HEIMLICH FINANCIAL GROUP LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Aug 2004 (20 years ago)
Entity Number: 3088338
ZIP code: 11219
County: Kings
Place of Formation: New York
Address: 4403 15th AVE STE 510, BROOKLYN, NY, United States, 11219

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2023 201521478 2024-09-09 HEIMLICH FINANCIAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 5809 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2024-09-09
Name of individual signing JORGE HEIMLICH
Valid signature Filed with authorized/valid electronic signature
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 201521478 2023-10-09 HEIMLICH FINANCIAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 201521478 2022-09-12 HEIMLICH FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2022-09-12
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 201521478 2021-10-07 HEIMLICH FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 201521478 2020-09-09 HEIMLICH FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2020-09-09
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2020-09-09
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 201521478 2019-10-03 HEIMLICH FINANCIAL GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2019-10-03
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 201521478 2018-10-04 HEIMLICH FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2018-10-04
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2018-10-04
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 201521478 2017-09-11 HEIMLICH FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2017-09-11
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2017-09-11
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 201521478 2016-10-10 HEIMLICH FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2016-10-10
Name of individual signing JORGE HEIMLICH
HEIMLICH FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 201521478 2015-10-14 HEIMLICH FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 522298
Sponsor’s telephone number 7188539734
Plan sponsor’s address 4617 16TH AVENUE, BROOKLYN, NY, 11204

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing JORGE HEIMLICH
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing JORGE HEIMLICH

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 4403 15th AVE STE 510, BROOKLYN, NY, United States, 11219

History

Start date End date Type Value
2004-08-09 2024-08-06 Address 4411 16TH AVENUE, BROOKLYN, NY, 11204, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240806004120 2024-08-06 BIENNIAL STATEMENT 2024-08-06
220809003213 2022-08-09 BIENNIAL STATEMENT 2022-08-01
040809000655 2004-08-09 ARTICLES OF ORGANIZATION 2004-08-09

Related by officers

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Related by address

No related companies by address

Date of last update: 18 Jan 2025

Sources: New York Secretary of State

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