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  5. BELL FINANCIAL LLC

BELL FINANCIAL LLC

Company Details

Name: BELL FINANCIAL LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Mar 2014 (11 years ago)
Entity Number: 4552238
ZIP code: 12205
County: Albany
Place of Formation: New York
Address: 2 PINE WEST PLAZA SUITE 203, ALBANY, NY, United States, 12205

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BELL FINANCIAL CASH BALANCE PLAN 2022 471338402 2023-10-02 BELL FINANCIAL 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5184347411
Plan sponsor’s address 2 PINE WEST PLAZA, SUITE 203, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing DEREK BELL
BELL FINANCIAL 401(K) PLAN 2022 471338402 2023-06-26 BELL FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5184347411
Plan sponsor’s address 2 PINE WEST PLAZA, SUITE 203, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2023-06-26
Name of individual signing DEREK BELL
BELL FINANCIAL CASH BALANCE PLAN 2022 471338402 2023-12-01 BELL FINANCIAL 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5184347411
Plan sponsor’s address 2 PINE WEST PLAZA, SUITE 203, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2023-12-01
Name of individual signing DEREK BELL
BELL FINANCIAL 401(K) PLAN 2022 471338402 2023-11-27 BELL FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5184347411
Plan sponsor’s address 2 PINE WEST PLAZA, SUITE 203, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2023-11-27
Name of individual signing DEREK BELL
BELL FINANCIAL CASH BALANCE PLAN 2021 471338402 2022-10-14 BELL FINANCIAL 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5184347411
Plan sponsor’s address 2 PINE WEST PLAZA, SUITE 203, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing DEREK BELL
BELL FINANCIAL 401(K) PLAN 2021 471338402 2022-10-14 BELL FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5184347411
Plan sponsor’s address 2 PINE WEST PLAZA, SUITE 203, ALBANY, NY, 12205

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing DEREK BELL

DOS Process Agent

Name Role Address
BELL FINANCIAL, LLC DOS Process Agent 2 PINE WEST PLAZA SUITE 203, ALBANY, NY, United States, 12205

History

Start date End date Type Value
2014-03-27 2024-03-08 Address 2 PINE WEST PLAZA SUITE 203, ALBANY, NY, 12205, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240308003026 2024-03-08 BIENNIAL STATEMENT 2024-03-08
220402000556 2022-04-02 BIENNIAL STATEMENT 2022-03-01
140709000799 2014-07-09 CERTIFICATE OF PUBLICATION 2014-07-09
140327000748 2014-03-27 ARTICLES OF ORGANIZATION 2014-03-27

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 15 Jan 2025

Sources: New York Secretary of State

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