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PERELLA WEINBERG PARTNERS GROUP LP

Company Details

Name: PERELLA WEINBERG PARTNERS GROUP LP
Jurisdiction: New York
Legal type: FOREIGN LIMITED PARTNERSHIP
Status: Active
Date of registration: 27 Mar 2007 (18 years ago)
Entity Number: 3495407
ZIP code: 12207
County: New York
Place of Formation: Delaware
Address: 80 STATE STREET, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PERELLA WEINBERG PARTNERS GROUP LP 2012 205466924 2013-11-22 PERELLA WEINBERG PARTNERS GROUP LP 308
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2006-05-01
Business code 523110
Plan sponsor’s mailing address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153

Number of participants as of the end of the plan year

Active participants 305
Retired or separated participants receiving benefits 16

Signature of

Role Plan administrator
Date 2013-11-22
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-11-22
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
PWP 401(K) PLAN 2012 205466924 2013-10-11 PERELLA WEINBERG PARTNERS GROUP LP 367
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523110
Sponsor’s telephone number 2122873379
Plan sponsor’s mailing address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153

Plan administrator’s name and address

Administrator’s EIN 205466924
Plan administrator’s name PERELLA WEINBERG PARTNERS GROUP LP
Plan administrator’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Administrator’s telephone number 2122873379

Number of participants as of the end of the plan year

Active participants 302
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 111
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 413
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2013-10-11
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-11
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
PWP 401K PLAN 2011 205466924 2012-09-14 PERELLA WEINBERG PARTNERS GROUP LP 293
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523110
Sponsor’s telephone number 2122873379
Plan sponsor’s mailing address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153

Plan administrator’s name and address

Administrator’s EIN 205466924
Plan administrator’s name PERELLA WEINBERG PARTNERS GROUP LP
Plan administrator’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Administrator’s telephone number 2122873379

Number of participants as of the end of the plan year

Active participants 280
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 87
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 334
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-09-14
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
PWP 401(K) PLAN 2010 205466924 2011-10-17 PERELLA WEINBERG PARTNERS GROUP LP 234
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2122873379
Plan sponsor’s mailing address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153

Plan administrator’s name and address

Administrator’s EIN 205466924
Plan administrator’s name PERELLA WEINBERG PARTNERS GROUP LP
Plan administrator’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Administrator’s telephone number 2122873379

Number of participants as of the end of the plan year

Active participants 237
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 56
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 281
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Employer/plan sponsor
Date 2011-10-17
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
PWP 401(K) PLAN 2010 205466924 2011-10-17 PERELLA WEINBERG PARTNERS GROUP LP 234
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2122873379
Plan sponsor’s mailing address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153

Plan administrator’s name and address

Administrator’s EIN 205466924
Plan administrator’s name PERELLA WEINBERG PARTNERS GROUP LP
Plan administrator’s address 767 FIFTH AVENUE, NEW YORK, NY, 10153
Administrator’s telephone number 2122873379

Number of participants as of the end of the plan year

Active participants 237
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 56
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 281
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-10-17
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
PERELLA WEINBERG PARTNERS GROUP LP 2010 205466924 2011-09-01 PERELLA WEINBERG PARTNERS GROUP LP 227
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2006-05-01
Business code 523900
Sponsor’s telephone number 2122873200
Plan sponsor’s mailing address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153

Plan administrator’s name and address

Administrator’s EIN 205466924
Plan administrator’s name PERELLA WEINBERG PARTNERS GROUP LP
Plan administrator’s address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153
Administrator’s telephone number 2122873200

Number of participants as of the end of the plan year

Active participants 250
Retired or separated participants receiving benefits 8
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2011-09-01
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature
PERELLA WEINBERG PARTNERS GROUP LP 2010 205466924 2011-09-01 PERELLA WEINBERG PARTNERS GROUP LP 227
Three-digit plan number (PN) 501
Effective date of plan 2006-05-01
Business code 523900
Sponsor’s telephone number 2122873200
Plan sponsor’s mailing address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153
Plan sponsor’s address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153

Plan administrator’s name and address

Administrator’s EIN 205466924
Plan administrator’s name PERELLA WEINBERG PARTNERS GROUP LP
Plan administrator’s address 767 FIFTH AVENUE, 4TH FLOOR, NEW YORK, NY, 10153
Administrator’s telephone number 2122873200

Number of participants as of the end of the plan year

Active participants 250
Retired or separated participants receiving benefits 8
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Employer/plan sponsor
Date 2011-09-01
Name of individual signing KYLE SUGARMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 80 STATE STREET, ALBANY, NY, 12207

DOS Process Agent

Name Role Address
C/O CORPORATION SERVICE COMPANY DOS Process Agent 80 STATE STREET, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2007-03-27 2010-09-13 Address 767 FIFTH AVENUE 5TH FLOOR, NEW YORK, NY, 10153, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
100913000033 2010-09-13 CERTIFICATE OF CHANGE 2010-09-13
070727000897 2007-07-27 CERTIFICATE OF PUBLICATION 2007-07-27
070327000496 2007-03-27 APPLICATION OF AUTHORITY 2007-03-27

Date of last update: 17 Jan 2025

Sources: New York Secretary of State