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  5. WERFEL & WERFEL, PLLC

WERFEL & WERFEL, PLLC

Company Details

Name: WERFEL & WERFEL, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Jan 2006 (19 years ago)
Entity Number: 3309069
ZIP code: 11787
County: Suffolk
Place of Formation: New York
Address: 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, United States, 11787

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WERFEL & WERFEL PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 204190332 2024-10-11 WERFEL & WERFEL PLLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing BRIAN WERFEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing BRIAN WERFEL
Valid signature Filed with authorized/valid electronic signature
WERFEL & WERFEL PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 204190332 2023-10-11 WERFEL & WERFEL PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing BRIAN S WERFEL
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing BRIAN S WERFEL
WERFEL & WERFEL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 204190332 2022-09-30 WERFEL & WERFEL, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2022-09-30
Name of individual signing BRIAN S WERFEL
Role Employer/plan sponsor
Date 2022-09-30
Name of individual signing BRIAN S WERFEL
WERFEL & WERFEL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 204190332 2021-09-22 WERFEL & WERFEL, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2021-09-22
Name of individual signing BRIAN WERFEL
Role Employer/plan sponsor
Date 2021-09-22
Name of individual signing BRIAN WERFEL
WERFEL & WERFEL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 204190332 2020-10-09 WERFEL & WERFEL, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing BRIAN S WERFEL
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing BRIAN S WERFEL
WERFEL & WERFEL, P.L.L.C. CASH BALANCE PENSION PLAN AND TRUST 2019 204190332 2020-05-18 WERFEL & WERFEL, PLLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2020-05-18
Name of individual signing BRIAN WERFEL
Role Employer/plan sponsor
Date 2020-05-18
Name of individual signing BRIAN WERFEL
WERFEL & WERFEL, P.L.L.C. CASH BALANCE PENSION PLAN AND TRUST 2019 204190332 2020-04-04 WERFEL & WERFEL, PLLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2020-04-03
Name of individual signing BRIAN S WERFEL
Role Employer/plan sponsor
Date 2020-04-03
Name of individual signing BRIAN S WERFEL
WERFEL & WERFEL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 204190332 2019-10-15 WERFEL & WERFEL, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541110
Sponsor’s telephone number 6312655650
Plan sponsor’s address 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing BRIAN S WERFEL
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing BRIAN S WERFEL

DOS Process Agent

Name Role Address
WERFEL & WERFEL, PLLC DOS Process Agent 496 SMITHTOWN BYPASS, SUITE 301, SMITHTOWN, NY, United States, 11787

History

Start date End date Type Value
2012-01-27 2014-02-28 Address C/O DAVID M. WERFEL, ESQ, 1 RABRO DR, STE 103, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)
2006-01-20 2012-01-27 Address C/O DAVID M. WERFEL, ESQ, 1 RABRO DRIVE SUITE 103, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
140228006032 2014-02-28 BIENNIAL STATEMENT 2014-01-01
120127002536 2012-01-27 BIENNIAL STATEMENT 2012-01-01
100113002241 2010-01-13 BIENNIAL STATEMENT 2010-01-01
071231002354 2007-12-31 BIENNIAL STATEMENT 2008-01-01
060120001289 2006-01-20 ARTICLES OF ORGANIZATION 2006-01-20

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 31 Dec 2024

Sources: New York Secretary of State

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