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  5. DANIEL R. BRACCIODIETA & ASSOCIATES, INC.

DANIEL R. BRACCIODIETA & ASSOCIATES, INC.

Company Details

Name: DANIEL R. BRACCIODIETA & ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 09 Nov 2006 (18 years ago)
Entity Number: 3435685
ZIP code: 11780
County: Suffolk
Place of Formation: New York
Address: 4 GLENRICH DRIVE, ST. JAMES, NY, United States, 11780
Principal Address: 4 GLENRICH DRIVE, ST JAMES, NY, United States, 11780

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 412219485 2020-08-13 DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 412219485 2020-10-20 DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 412219485 2019-04-22 DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 412219485 2018-03-23 DANIEL R. BRACCIODIETA & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2016 412219485 2017-08-28 DANIEL R. BRACCIODIETA & ASSOCIATES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing DANIEL R. BRACCIODIETA
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 412219485 2017-03-20 DANIEL R. BRACCIODIETA & ASSOCIATES 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780

Signature of
Role Plan administrator
Date 2017-03-20
Name of individual signing MARIA SCHIANO
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 412219485 2016-08-15 DANIEL R. BRACCIODIETA & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780

Signature of
Role Plan administrator
Date 2016-08-15
Name of individual signing MARIA SCHIANO
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2015 412219485 2016-08-22 DANIEL R. BRACCIODIETA & ASSOCIATES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780

Signature of
Role Plan administrator
Date 2016-08-22
Name of individual signing DANIEL R. BRACCIODIETA
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 412219485 2015-08-20 DANIEL R. BRACCIODIETA & ASSOCIATES 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780

Signature of
Role Plan administrator
Date 2015-08-20
Name of individual signing DANIEL R. BRACCIODIETA
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2014 412219485 2015-08-26 DANIEL R. BRACCIODIETA & ASSOCIATES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6315840004
Plan sponsor’s address 312 LAKE AVENUE, SAINT JAMES, NY, 11780

Signature of
Role Plan administrator
Date 2015-08-26
Name of individual signing DANIEL R. BRACCIODIETA

Chief Executive Officer

Name Role Address
DANIEL R BRACCIODIETA Chief Executive Officer 4 GLENRICH DRIVE, ST JAMES, NY, United States, 11780

DOS Process Agent

Name Role Address
DANIEL R. BRACCIODIETA & ASSOCIATES, INC. DOS Process Agent 4 GLENRICH DRIVE, ST. JAMES, NY, United States, 11780

History

Start date End date Type Value
2008-10-27 2020-11-06 Address 312 LAKE AVENUE, ST JAMES, NY, 11780, USA (Type of address: Chief Executive Officer)
2006-11-09 2020-11-06 Address 312 LAKE AVENUE, ST. JAMES, NY, 11780, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
201106060384 2020-11-06 BIENNIAL STATEMENT 2020-11-01
181105006314 2018-11-05 BIENNIAL STATEMENT 2018-11-01
141114006449 2014-11-14 BIENNIAL STATEMENT 2014-11-01
121108002430 2012-11-08 BIENNIAL STATEMENT 2012-11-01
101110003035 2010-11-10 BIENNIAL STATEMENT 2010-11-01
081027002617 2008-10-27 BIENNIAL STATEMENT 2008-11-01
061109000926 2006-11-09 CERTIFICATE OF INCORPORATION 2006-11-09

Related by officers

DANIEL R BRACCIODIETA

FAMILY WEALTH MANAGERS, LTD.

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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