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BARTLEY & DICK, LLC

Company Details

Name: BARTLEY & DICK, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 May 2012 (13 years ago)
Entity Number: 4242473
ZIP code: 10018
County: New York
Place of Formation: New York
Address: 330 W 38th St, SUITE 1401, NEW YORK, NY, United States, 10018

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARTLEY & DICK LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 455378093 2024-05-29 BARTLEY & DICK LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 2129473433
Plan sponsor’s address 330 WEST 38TH STREET, SUITE 1401, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2024-05-29
Name of individual signing EDWARD ROJAS
BARTLEY & DICK LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 455378093 2023-05-04 BARTLEY & DICK LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 2129473433
Plan sponsor’s address 330 WEST 38TH STREET, SUITE 1401, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2023-05-04
Name of individual signing EDWARD ROJAS
BARTLEY & DICK LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 455378093 2022-07-08 BARTLEY & DICK LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 2129473433
Plan sponsor’s address 330 WEST 38TH STREET, SUITE 1401, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2022-07-08
Name of individual signing EDWARD ROJAS
BARTLEY & DICK LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 455378093 2021-05-04 BARTLEY & DICK LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 2129473433
Plan sponsor’s address 330 WEST 38TH STREET, SUITE 1401, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2021-05-04
Name of individual signing EDWARD ROJAS
BARTLEY & DICK LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 455378093 2020-06-10 BARTLEY & DICK LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 2129473433
Plan sponsor’s address 330 WEST 38TH STREET, SUITE 1401, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2020-06-10
Name of individual signing EDWARD ROJAS
BARTLEY DICK LLC 401 K PROFIT SHARING PLAN TRUST 2018 455378093 2019-05-28 BARTLEY & DICK LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 2129473433
Plan sponsor’s address 330 WEST 38TH STREET, SUITE 1401, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of

Role Plan administrator
Date 2019-05-28
Name of individual signing EDWARD ROJAS

DOS Process Agent

Name Role Address
SCOTT BARTLEY DOS Process Agent 330 W 38th St, SUITE 1401, NEW YORK, NY, United States, 10018

History

Start date End date Type Value
2012-05-08 2024-05-30 Address 325 WEST 38TH STREET, SUITE 1205, NEW YORK, NY, 10018, 9589, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240530020840 2024-05-30 BIENNIAL STATEMENT 2024-05-30
130110001219 2013-01-10 CERTIFICATE OF AMENDMENT 2013-01-10
120508000543 2012-05-08 ARTICLES OF ORGANIZATION 2012-05-08

Date of last update: 16 Jan 2025

Sources: New York Secretary of State