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KANE-DAVEY ASSOCIATES, INC.

Headquarter

Company Details

Entity Name: KANE-DAVEY ASSOCIATES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 09 Aug 1991 (Companies founded in August 1991)
Business ALEI: 0263942
Annual report due: 09 Aug 2025
NAICS code: 423850 - Service Establishment Equipment and Supplies Merchant Wholesalers
Business address: 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States
Mailing address: 326 WEST MAIN STREET SUITE 101, MILFORD, CT, United States, 06460
ZIP code: 06460 (Companies in New Haven, 06460)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: LisaLonergan@kane-davey.com

Links between entities

Type Company Name Company Number State
Headquarter of KANE-DAVEY ASSOCIATES, INC. 2288877 NEW YORK

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
3PMK1 Active Non-Manufacturer 2004-01-13 2024-03-07 2025-12-11 2021-12-09

Contact Information

POC JOHN ZIAC
Phone +1 203-255-1354
Fax +1 203-255-3018
Address 326 W MAIN ST 101, MILFORD, CT, 06460 2560, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KANE-DAVEY ASSOCIATES, INC. DEFINED BENEFIT PLAN 2023 061325139 2024-04-29 KANE-DAVEY ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2021-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 326 WEST MAIN STREET, SUITE 101, MILFORD, CT, 06460

Signature of

Role Plan administrator
Date 2024-04-29
Name of individual signing JONATHAN ZIAC
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES 401(K) PLAN 2023 061325139 2024-03-28 KANE-DAVEY ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2021-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 326 WEST MAIN STREET, SUITE 101, MILFORD, CT, 06460

Signature of

Role Plan administrator
Date 2024-03-28
Name of individual signing JONATHAN G. ZIAC
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES 401(K) PLAN 2022 061325139 2023-01-30 KANE-DAVEY ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2021-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 326 WEST MAIN STREET, SUITE 101, MILFORD, CT, 06460

Signature of

Role Plan administrator
Date 2023-01-30
Name of individual signing JONATHAN G. ZIAC
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES, INC. DEFINED BENEFIT PLAN 2022 061325139 2023-04-04 KANE-DAVEY ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2021-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 326 WEST MAIN STREET, SUITE 101, MILFORD, CT, 06460

Signature of

Role Plan administrator
Date 2023-04-04
Name of individual signing JONATHAN ZIAC
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES 401(K) PLAN 2021 061325139 2022-03-03 KANE-DAVEY ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2021-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 326 WEST MAIN STREET, SUITE 101, MILFORD, CT, 06460

Signature of

Role Plan administrator
Date 2022-03-03
Name of individual signing JONATHAN G. ZIAC
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES, INC. DEFINED BENEFIT PLAN 2021 061325139 2022-03-17 KANE-DAVEY ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2021-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 326 WEST MAIN STREET, SUITE 101, MILFORD, CT, 06460

Signature of

Role Plan administrator
Date 2022-03-17
Name of individual signing JONATHAN ZIAC
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES, INC. RETIREMENT PLAN 2018 061325139 2019-07-25 KANE-DAVEY ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 2 SCHOONER LANE, UNIT 12 - 1ST FLR, MILFORD, CT, 064603327

Signature of

Role Plan administrator
Date 2019-07-25
Name of individual signing JOHN B DAVEY JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-25
Name of individual signing JOHN B DAVEY JR
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES, INC. RETIREMENT PLAN 2018 061325139 2019-09-25 KANE-DAVEY ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 2 SCHOONER LANE, UNIT 12 - 1ST FLR, MILFORD, CT, 064603327

Signature of

Role Plan administrator
Date 2019-09-25
Name of individual signing JOHN B DAVEY JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-25
Name of individual signing JOHN B DAVEY JR
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES, INC. RETIREMENT PLAN 2017 061325139 2018-06-06 KANE-DAVEY ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 2 SCHOONER LANE, UNIT 12 - 1ST FLR, MILFORD, CT, 064603327

Signature of

Role Plan administrator
Date 2018-06-06
Name of individual signing JOHN DAVEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-06
Name of individual signing JOHN DAVEY
Valid signature Filed with authorized/valid electronic signature
KANE-DAVEY ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST 2016 061325139 2017-12-14 KANE-DAVEY ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2012-01-01
Business code 541330
Sponsor’s telephone number 2032551354
Plan sponsor’s address 2 SCHOONER LANE, UNIT 12 - 1ST FLOO, MILFORD, CT, 064603327

Signature of

Role Plan administrator
Date 2017-12-14
Name of individual signing JOHN B DAVEY JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-12-14
Name of individual signing JOHN B DAVEY JR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JONATHAN G. ZIAC Agent 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States +1 917-319-8215 LisaLonergan@kane-davey.com 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States

Officer

Name Role Business address Phone E-Mail Residence address
JONATHAN G. ZIAC Officer 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States +1 917-319-8215 LisaLonergan@kane-davey.com 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States
LISA LONERGAN Officer 326 WEST MAIN STREET SUITE 101, MILFORD, CT, 06460, United States No data No data 242 Housatonic Dr, Milford, CT, 06460-4940, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012269358 2024-08-01 No data Annual Report Annual Report No data
BF-0011390550 2023-08-07 No data Annual Report Annual Report No data
BF-0010250899 2022-07-12 No data Annual Report Annual Report 2022
BF-0009810384 2021-09-08 No data Annual Report Annual Report No data
0006983412 2020-09-21 No data Annual Report Annual Report 2020
0006687120 2019-11-26 No data Change of Business Address Business Address Change No data
0006593891 2019-07-10 No data Annual Report Annual Report 2019
0006544432 2019-04-26 No data Interim Notice Interim Notice No data
0006546936 2019-04-26 2019-04-26 Change of Agent Agent Change No data
0006229122 2018-08-08 No data Annual Report Annual Report 2018

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website