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CALOGERO & ASSOCIATES, LLC

Company Details

Name: CALOGERO & ASSOCIATES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 10 Jan 2013 (12 years ago)
Entity Number: 4344053
ZIP code: 13413
County: Oneida
Place of Formation: New York
Address: 4350 MIDDLE SETTLEMENT ROAD, STE C, NEW HARTFORD, NY, United States, 13413

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CALOGERO & ASSOCIATES 401(K) PLAN 2023 461789978 2024-10-04 CALOGERO & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2024-10-04
Name of individual signing JOHN C. CALOGERO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-04
Name of individual signing JOHN C. CALOGERO
Valid signature Filed with authorized/valid electronic signature
CALOGERO & ASSOCIATES 401(K) PLAN 2022 461789978 2023-08-24 CALOGERO & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2023-08-24
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2021 461789978 2022-09-28 CALOGERO & ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2022-09-28
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2020 461789978 2021-07-29 CALOGERO & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2021-07-29
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2021-07-29
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2019 461789978 2020-07-12 CALOGERO & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2020-07-12
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2018 461789978 2019-07-12 CALOGERO & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2019-07-12
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2017 461789978 2018-07-16 CALOGERO & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2018-07-16
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2018-07-16
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2016 461789978 2017-04-25 CALOGERO & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2017-04-25
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2015 461789978 2016-07-01 CALOGERO & ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2016-07-01
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2016-07-01
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2014 461789978 2015-07-29 CALOGERO & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of

Role Plan administrator
Date 2015-07-29
Name of individual signing JOHN C. CALOGERO

DOS Process Agent

Name Role Address
CALOGERO & ASSOCIATES, LLC DOS Process Agent 4350 MIDDLE SETTLEMENT ROAD, STE C, NEW HARTFORD, NY, United States, 13413

History

Start date End date Type Value
2013-01-10 2017-01-10 Address 4350 MIDDLE SETTLEMENT ROAD, SUITE 3, NEW HARTFORD, NY, 13413, 5328, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210107061526 2021-01-07 BIENNIAL STATEMENT 2021-01-01
190115060857 2019-01-15 BIENNIAL STATEMENT 2019-01-01
170110006820 2017-01-10 BIENNIAL STATEMENT 2017-01-01
150113007582 2015-01-13 BIENNIAL STATEMENT 2015-01-01
130403000760 2013-04-03 CERTIFICATE OF PUBLICATION 2013-04-03
130110000623 2013-01-10 ARTICLES OF ORGANIZATION 2013-01-10

Date of last update: 29 Dec 2024

Sources: New York Secretary of State