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  5. SATOVSKY ASSET MANAGEMENT, LLC

SATOVSKY ASSET MANAGEMENT, LLC

Company Details

Name: SATOVSKY ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Mar 2007 (18 years ago)
Entity Number: 3493993
ZIP code: 10016
County: Nassau
Place of Formation: Delaware
Address: 232 MADISON AVE STE 400, NEW YORK, NY, United States, 10016

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2023 208908189 2024-06-04 SATOVSKY ASSET MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2024-06-04
Name of individual signing JONATHAN M SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2022 208908189 2023-10-13 SATOVSKY ASSET MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing JONATHAN M SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2021 208908189 2022-09-21 SATOVSKY ASSET MANAGEMENT, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2022-09-21
Name of individual signing JONATHAN M SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2020 208908189 2021-07-22 SATOVSKY ASSET MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2021-07-22
Name of individual signing JONATHAN SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2019 208908189 2020-07-23 SATOVSKY ASSET MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing JONATHAN SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2018 208908189 2019-08-27 SATOVSKY ASSET MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2019-08-27
Name of individual signing JONATHAN SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2017 208908189 2018-07-20 SATOVSKY ASSET MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2018-07-20
Name of individual signing JONATHAN SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2016 208908189 2017-10-02 SATOVSKY ASSET MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2017-10-02
Name of individual signing JONATHAN SATOVSKY
Role Employer/plan sponsor
Date 2017-10-02
Name of individual signing JONATHAN SATOVSKY
SATOVSKY ASSET MANAGEMENT, LLC 401(K) PLAN 2015 208908189 2016-07-18 SATOVSKY ASSET MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2125841900
Plan sponsor’s address 232 MADISON AVENUE, SUITE 400, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2016-07-18
Name of individual signing JONATHAN SATOVSKY
Role Employer/plan sponsor
Date 2016-07-18
Name of individual signing JONATHAN SATOVSKY

DOS Process Agent

Name Role Address
JEREMI ROUX DOS Process Agent 232 MADISON AVE STE 400, NEW YORK, NY, United States, 10016

History

Start date End date Type Value
2007-03-23 2014-04-29 Address 137 SANDS POINT ROAD, PORT WASHINGTON, NY, 11050, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
140429002553 2014-04-29 BIENNIAL STATEMENT 2013-03-01
070927000095 2007-09-27 CERTIFICATE OF PUBLICATION 2007-09-27
070614000700 2007-06-14 CERTIFICATE OF AMENDMENT 2007-06-14
070323000511 2007-03-23 APPLICATION OF AUTHORITY 2007-03-23

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 17 Jan 2025

Sources: New York Secretary of State

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