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  5. OAK TREE MANAGEMENT LTD.

OAK TREE MANAGEMENT LTD.

Company Details

Name: OAK TREE MANAGEMENT LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 06 Feb 1986 (39 years ago)
Entity Number: 1056223
ZIP code: 11215
County: Kings
Place of Formation: New York
Address: 264 6TH AVENUE, BROOKLYN, NY, United States, 11215

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK TREE MANAGEMENT LTD 401(K) PLAN 2023 112805518 2024-11-04 OAK TREE MANAGEMENT LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 SIXTH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2023 112805518 2024-01-17 OAK TREE MANAGEMENT LTD 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 SIXTH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2022 112805518 2023-06-01 OAK TREE MANAGEMENT LTD 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 SIXTH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2021 112805518 2022-10-17 OAK TREE MANAGEMENT LTD 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 SIXTH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2020 112805518 2021-10-15 OAK TREE MANAGEMENT LTD 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 6TH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2019 112805518 2020-10-15 OAK TREE MANAGEMENT LTD 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 6TH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2018 112805518 2019-10-10 OAK TREE MANAGEMENT LTD 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 6TH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2017 112805518 2018-09-24 OAK TREE MANAGEMENT LTD 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 6TH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2016 112805518 2017-07-27 OAK TREE MANAGEMENT LTD 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 6TH AVENUE, BROOKLYN, NY, 11215
OAK TREE MANAGEMENT LTD 401(K) PLAN 2015 112805518 2016-07-11 OAK TREE MANAGEMENT LTD 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531320
Sponsor’s telephone number 7187886515
Plan sponsor’s address 264 6TH AVENUE, BROOKLYN, NY, 11215

Chief Executive Officer

Name Role Address
RICHARD M. ROSAN Chief Executive Officer 264 6TH AVENUE, BROOKLYN, NY, United States, 11215

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 264 6TH AVENUE, BROOKLYN, NY, United States, 11215

History

Start date End date Type Value
2024-06-18 2024-09-16 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-05-17 2024-06-18 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-04-12 2024-05-17 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-01-05 2024-04-12 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-09-05 2024-01-05 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-07-13 2023-09-05 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-05-11 2023-07-13 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-02-07 2023-05-11 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-01-17 2023-02-07 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1986-02-06 2023-01-17 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
160825002045 2016-08-25 BIENNIAL STATEMENT 2016-02-01
930319003220 1993-03-19 BIENNIAL STATEMENT 1993-02-01
B319432-2 1986-02-06 CERTIFICATE OF INCORPORATION 1986-02-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4882387209 2020-04-27 0202 PPP 264 6th Ave, Brooklyn, NY, 11215-2567
Loan Status Date 2021-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 107500
Loan Approval Amount (current) 107500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Brooklyn, KINGS, NY, 11215-2567
Project Congressional District NY-10
Number of Employees 5
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 474333
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address San Francisco, CA
Gender Unanswered
Veteran Non-Veteran
Forgiveness Amount 108368.84
Forgiveness Paid Date 2021-02-26
3562158409 2021-02-05 0202 PPS 264 6th Ave, Brooklyn, NY, 11215-2567
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 100853
Loan Approval Amount (current) 100853
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Brooklyn, KINGS, NY, 11215-2567
Project Congressional District NY-10
Number of Employees 5
NAICS code 531311
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 474333
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address San Francisco, CA
Gender Unanswered
Veteran Non-Veteran
Forgiveness Amount 101411.15
Forgiveness Paid Date 2021-08-27

Related by officers

RICHARD M. ROSAN

OAK TREE FUNDING CORP.

THE CORPORATION

ARSHIA DESIGNS INC. AAA VACUUM CORP. ATLANTICA TELECOM, INC. MISTY SPORTSWEAR, INC. FAT JAMS ELECTRONICS INC. CROQUEMBOUCHE, INC. LONG BEACH PEDIATRIC GROUP, P.C. LAW OFFICES OF JOSEPH A. GRECO, P.C. TEREZ, INC. 732 CINNAMON BEACH INC.

Related by address

264 6TH AVENUE, BROOKLYN, NY, United States, 11215

186 PPW ASSOCIATES, LLC 264 DEVELOPMENT LLC LIZZET I. GARCIA M.D. PLLC OAK TREE MAINTENANCE LLC OAK TREE FUNDING CORP.

Date of last update: 16 Mar 2025

Sources: New York Secretary of State

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