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  5. KARLITZ & COMPANY, INC.

KARLITZ & COMPANY, INC.

Company Details

Name: KARLITZ & COMPANY, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 24 Apr 2012 (13 years ago)
Entity Number: 4235464
ZIP code: 10018
County: New York
Place of Formation: New Jersey
Address: 570 SEVENTH AVENUE, SUITE 1004, NEW YORK, NY, United States, 10018

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KARLITZ & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2023 223084217 2024-06-12 KARLITZ & COMPANY INC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST RM 401, NEW YORK, NY, 100367214

Signature of
Role Plan administrator
Date 2024-06-12
Name of individual signing CHRIS BURNS
KARLITZ & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 223084217 2023-08-01 KARLITZ & COMPANY INC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST RM 401, NEW YORK, NY, 100367214

Signature of
Role Plan administrator
Date 2023-08-01
Name of individual signing MICHAEL ISAACSON
KARLITZ & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2021 223084217 2022-05-19 KARLITZ & COMPANY INC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST RM 401, NEW YORK, NY, 100367214

Signature of
Role Plan administrator
Date 2022-05-19
Name of individual signing MICHAEL ISAACSON
KARLITZ & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 223084217 2021-05-24 KARLITZ & COMPANY INC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing MICHAEL ISAACSON
KARLITZ & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2019 223084217 2020-07-02 KARLITZ & COMPANY INC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing MICHAEL ISAACSON
KARLITZ COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2018 223084217 2019-06-17 KARLITZ & COMPANY INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing MICHAEL ISAACSON
KARLITZ COMPANY INC 401 K PROFIT SHARING PLAN TRUST 2017 223084217 2018-09-26 KARLITZ & COMPANY INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898913
Plan sponsor’s address 200 W 41ST ST, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2018-09-26
Name of individual signing MICHAEL ISAACSON
KARLITZ & COMPANY, INC. 401(K) P/S PLAN 2015 223084217 2016-03-17 KARLITZ & COMPANY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 9179714796
Plan sponsor’s address 570 7TH AVE, SUITE 1004, NEW YORK, NY, 10018

Plan administrator’s name and address
Administrator’s EIN 223084217
Plan administrator’s name KARLITZ & COMPANY, INC.
Plan administrator’s address 570 7TH AVE, SUITE 1004, NEW YORK, NY, 10018
Administrator’s telephone number 9179714796

Signature of
Role Plan administrator
Date 2016-03-17
Name of individual signing CAROLE COLEMAN
KARLITZ & COMPANY, INC. 401(K) P/S PLAN 2014 223084217 2015-06-10 KARLITZ & COMPANY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898903
Plan sponsor’s address 570 7TH AVE, SUITE 1004, NEW YORK, NY, 10018

Plan administrator’s name and address
Administrator’s EIN 223084217
Plan administrator’s name KARLITZ & COMPANY, INC.
Plan administrator’s address 570 7TH AVE, SUITE 1004, NEW YORK, NY, 10018
Administrator’s telephone number 6462898903

Signature of
Role Plan administrator
Date 2015-06-10
Name of individual signing CAROLE COLEMAN
KARLITZ & COMPANY, INC. 401(K) P/S PLAN 2013 223084217 2014-06-06 KARLITZ & COMPANY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6462898903
Plan sponsor’s address 570 7TH AVE, SUITE 1004, NEW YORK, NY, 10018

Plan administrator’s name and address
Administrator’s EIN 223084217
Plan administrator’s name KARLITZ & COMPANY, INC.
Plan administrator’s address 570 7TH AVE, SUITE 1004, NEW YORK, NY, 10018
Administrator’s telephone number 6462898903

Signature of
Role Plan administrator
Date 2014-06-06
Name of individual signing CAROLE COLEMAN

Chief Executive Officer

Name Role Address
HERB KARLITZ Chief Executive Officer 570 SEVENTH AVENUE, SUITE 1004, NEW YORK, NY, United States, 10018

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 570 SEVENTH AVENUE, SUITE 1004, NEW YORK, NY, United States, 10018

Filings

Filing Number Date Filed Type Effective Date
140425006307 2014-04-25 BIENNIAL STATEMENT 2014-04-01
120424000413 2012-04-24 APPLICATION OF AUTHORITY 2012-04-24

Related by officers

THE CORPORATION

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Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: New York Secretary of State

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