| Name: | DAVIE KAPLAN, CPA, P.C. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC PROFESSIONAL SERVICE CORPORATION |
| Status: | Active |
| Date of registration: | 29 Jul 1982 (42 years ago) |
| Entity Number: | 784729 |
| ZIP code: | 14614 |
| County: | Monroe |
| Place of Formation: | New York |
| Address: | ATTN: PRESIDENT, 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, United States, 14614 |
| Principal Address: | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, United States, 14614 |
Shares Details
Shares issued 300
Share Par Value 0
Type NO PAR VALUE
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | DAVIE KAPLAN, CPA, P.C., FLORIDA | F10000004002 | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVIE KAPLAN 401(K) PLAN | 2023 | 161182991 | 2024-07-09 | DAVIE KAPLAN, CPA, P.C. | 86 | |||||||||||||||||||||
|
||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-09 |
| Name of individual signing | SCOTT KOGLER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5853414119 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-25 |
| Name of individual signing | SCOTT M. KOGLER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5853414119 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-25 |
| Name of individual signing | SCOTT M. KOGLER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5853414119 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-27 |
| Name of individual signing | SCOTT M. KOGLER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5853414119 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2020-09-11 |
| Name of individual signing | SCOTT M. KOGLER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5854544161 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2019-10-04 |
| Name of individual signing | PATRICK R. GEORGE |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5854544161 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-25 |
| Name of individual signing | PATRICK R. GEORGE |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5854544161 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-12 |
| Name of individual signing | PATRICK R. GEORGE |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5854544161 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2017-08-16 |
| Name of individual signing | PATRICK R. GEORGE |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-07-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5854544161 |
| Plan sponsor’s address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614 |
Signature of
| Role | Plan administrator |
| Date | 2016-10-13 |
| Name of individual signing | PATRICK R. GEORGE |
| Name | Role | Address |
|---|---|---|
| DAVIE KAPLAN, CPA, P.C. | DOS Process Agent | ATTN: PRESIDENT, 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, United States, 14614 |
| Name | Role | Address |
|---|---|---|
| JENNIFER JONES | Chief Executive Officer | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, United States, 14614 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2010-08-06 | 2020-07-13 | Address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614, USA (Type of address: Chief Executive Officer) |
| 2007-05-03 | 2007-06-25 | Name | DAVIE KAPLAN, P.C. |
| 2006-06-22 | 2020-07-13 | Address | ATTN: PRESIDENT, 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614, USA (Type of address: Service of Process) |
| 2006-06-22 | 2010-08-06 | Address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614, USA (Type of address: Chief Executive Officer) |
| 2006-01-17 | 2017-01-27 | Shares | Share type: PAR VALUE, Number of shares: 300, Par value: 0.01 |
| 2000-08-10 | 2006-06-22 | Address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614, USA (Type of address: Chief Executive Officer) |
| 2000-08-10 | 2006-06-22 | Address | 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614, USA (Type of address: Principal Executive Office) |
| 2000-08-10 | 2006-06-22 | Address | ATTN: PRESIDENT, 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY, 14614, USA (Type of address: Service of Process) |
| 1998-04-09 | 2007-05-03 | Name | DAVIE KAPLAN CHAPMAN & BRAVERMAN, P.C. |
| 1998-04-01 | 2006-01-17 | Shares | Share type: PAR VALUE, Number of shares: 1000025, Par value: 0.01 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 201110000177 | 2020-11-10 | CERTIFICATE OF AMENDMENT | 2020-11-10 |
| 200713060068 | 2020-07-13 | BIENNIAL STATEMENT | 2020-07-01 |
| 180702006354 | 2018-07-02 | BIENNIAL STATEMENT | 2018-07-01 |
| 170127000747 | 2017-01-27 | CERTIFICATE OF AMENDMENT | 2017-01-27 |
| 160701006082 | 2016-07-01 | BIENNIAL STATEMENT | 2016-07-01 |
| 140702006993 | 2014-07-02 | BIENNIAL STATEMENT | 2014-07-01 |
| 120726006149 | 2012-07-26 | BIENNIAL STATEMENT | 2012-07-01 |
| 100806002896 | 2010-08-06 | BIENNIAL STATEMENT | 2010-07-01 |
| 080724002765 | 2008-07-24 | BIENNIAL STATEMENT | 2008-07-01 |
| 070625000282 | 2007-06-25 | CERTIFICATE OF AMENDMENT | 2007-06-25 |
Date of last update: 20 Dec 2024
Sources: New York Secretary of State
