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OFFIT CAPITAL ADVISORS LLC

Company Details

Name: OFFIT CAPITAL ADVISORS LLC
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 25 Jan 2008 (17 years ago)
Date of dissolution: 25 Jan 2008
Entity Number: 3622407
County: Blank
Place of Formation: Delaware

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OFFIT CAPITAL ADVISORS LLC 401(K) RETIREMENT SAVINGS PLAN 2012 260271563 2013-09-10 OFFIT CAPITAL ADVISORS LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2125883240
Plan sponsor’s mailing address 485 LEXINGTON AVE, 24TH FLOOR, NEW YORK, NY, 10017
Plan sponsor’s address 485 LEXINGTON AVE, 24TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address

Administrator’s EIN 260271563
Plan administrator’s name OFFIT CAPITAL ADVISORS LLC
Plan administrator’s address 485 LEXINGTON AVE, 24TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2125883240

Number of participants as of the end of the plan year

Active participants 36
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
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 34
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 2013-09-10
Name of individual signing VINCENT RELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-10
Name of individual signing VINCENT RELLA
Valid signature Filed with authorized/valid electronic signature
OFFIT CAPITAL ADVISORS LLC 401(K) RETIREMENT SAVINGS PLAN 2011 260271563 2012-05-29 OFFIT CAPITAL ADVISORS LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2125883240
Plan sponsor’s mailing address 485 LEXINGTON AVE, 24TH FLOOR, NEW YORK, NY, 10017
Plan sponsor’s address 485 LEXINGTON AVE, 24TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address

Administrator’s EIN 260271563
Plan administrator’s name OFFIT CAPITAL ADVISORS LLC
Plan administrator’s address 485 LEXINGTON AVE, 24TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2125883240

Number of participants as of the end of the plan year

Active participants 40
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
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 32
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 2012-05-29
Name of individual signing VINCENT RELLA
Valid signature Filed with authorized/valid electronic signature

Date of last update: 28 Mar 2025

Sources: New York Secretary of State