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  5. BARRETT ASSET MANAGEMENT, LLC

BARRETT ASSET MANAGEMENT, LLC

Company Details

Name: BARRETT ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 02 May 2011 (14 years ago)
Entity Number: 4088674
ZIP code: 10528
County: New York
Place of Formation: Delaware
Address: 600 MAMARONECK AVENUE#400, HARRISON, NY, United States, 10528

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARRETT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING 2022 274450823 2023-02-06 BARRETT ASSET MANAGEMENT LLC 21
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2023-02-06
Name of individual signing JOHN G YOUNGMAN
Role Employer/plan sponsor
Date 2023-02-06
Name of individual signing JOHN G YOUNGMAN
BARRETT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 274450823 2022-10-06 BARRETT ASSET MANAGEMENT LLC 25
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing JOHN G. YOUNGMAN
BARRETT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 274450823 2021-07-20 BARRETT ASSET MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing MICHAEL J ANDREWS
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUT 2019 274450823 2020-06-29 BARRETT ASSET MANAGEMENT, LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE FL 34, NEW YORK, NY, 100161333

Signature of
Role Employer/plan sponsor
Date 2020-06-29
Name of individual signing MICHAEL ANDREWS
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2018 274450823 2019-05-30 BARRETT ASSET MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2019-05-30
Name of individual signing ANN RICE
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2017 274450823 2018-07-02 BARRETT ASSET MANAGEMENT LLC 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2016 274450823 2017-07-13 BARRETT ASSET MANAGEMENT LLC 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2015 274450823 2016-07-22 BARRETT ASSET MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2016-07-22
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2014 274450823 2015-07-24 BARRETT ASSET MANAGEMENT, LLC 26
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2015-07-24
Name of individual signing CHRISTINE STUTTIG
BARRETT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2013 274450823 2014-10-09 BARRETT ASSET MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129835080
Plan sponsor’s address 90 PARK AVE 34TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2014-10-09
Name of individual signing CHRISTINE STUTTIG

DOS Process Agent

Name Role Address
C/O UNITED AGENT GROUP INC. DOS Process Agent 600 MAMARONECK AVENUE#400, HARRISON, NY, United States, 10528

Agent

Name Role Address
UNITED AGENT GROUP INC. Agent 600 MAMARONECK AVENUE #400, HARRISON, NY, 10528

History

Start date End date Type Value
2022-12-13 2023-05-02 Address 600 MAMARONECK AVENUE #400, HARRISON, NY, 10528, USA (Type of address: Registered Agent)
2022-12-13 2023-05-02 Address 600 MAMARONECK AVENUE#400, HARRISON, NY, 10528, USA (Type of address: Service of Process)
2011-05-02 2022-12-13 Address 90 PARK AVENUE, 34TH FLOOR, NEW YORK, NY, 10016, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230502001669 2023-05-02 BIENNIAL STATEMENT 2023-05-01
221213002552 2022-12-12 CERTIFICATE OF CHANGE BY ENTITY 2022-12-12
220624000379 2022-06-24 BIENNIAL STATEMENT 2021-05-01
190506060300 2019-05-06 BIENNIAL STATEMENT 2019-05-01
170503006310 2017-05-03 BIENNIAL STATEMENT 2017-05-01
130509006532 2013-05-09 BIENNIAL STATEMENT 2013-05-01
110630000684 2011-06-30 CERTIFICATE OF PUBLICATION 2011-06-30
110502000638 2011-05-02 APPLICATION OF AUTHORITY 2011-05-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2615987110 2020-04-11 0202 PPP 90 PARK AVE, NEW YORK, NY, 10016-1050
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 556320
Loan Approval Amount (current) 556320
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEW YORK, NEW YORK, NY, 10016-1050
Project Congressional District NY-12
Number of Employees 11
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 562794.95
Forgiveness Paid Date 2021-06-15

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Related by address

600 MAMARONECK AVENUE#400, HARRISON, NY, United States, 10528

'MKTG' A DENTSU SPORTS INTERNATIONAL COMPANY ACUITY-CHS, LLC ADVANTAGE COMP, INC. ALC SYSTEMS INTEGRATION GROUP, INC. AMEC FOSTER WHEELER ENVIRONMENTAL EQUIPMENT COMPANY, INC. AMERITAS ADVISORY SERVICES, LLC AMERITAS INVESTMENT COMPANY, LLC AMSCAN INC. AMT 1031 LLC AMT TITLE SERVICES, INC.

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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