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  5. PORTNOY, MESSINGER, PEARL & ASSOCIATES, INC.

PORTNOY, MESSINGER, PEARL & ASSOCIATES, INC.

Company Details

Name: PORTNOY, MESSINGER, PEARL & ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 24 Mar 1964 (61 years ago)
Entity Number: 174935
ZIP code: 11753
County: New York
Place of Formation: New York
Address: 100 JERICHO QUADRANGLE,, SUITE 300, JERICHO, NY, United States, 11753

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
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2023 112104390 2024-09-30 PORTNOY, MESSINGER, PEARL & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGE, SUITE 300, JERICHO, NY, 117532702

Signature of
Role Plan administrator
Date 2024-09-30
Name of individual signing SUZANNE CHIOFOLO
Valid signature Filed with authorized/valid electronic signature
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2022 112104390 2023-10-12 PORTNOY MESSINGER PEARL & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGE, SUITE 300, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing SUZANNE CHIOFOLO
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2021 112104390 2022-06-30 PORTNOY MESSINGER PEARL & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGE, SUITE 300, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2022-06-30
Name of individual signing SUZANNE CHIOFOLO
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2020 112104390 2021-10-13 PORTNOY, MESSINGER, PEARL & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGE, SUITE 300, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing SUZANNE CHIOFOLO
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2019 112104390 2020-09-24 PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGLE, SUITE 300, JERICHO, NY, 11753

Plan administrator’s name and address
Administrator’s EIN 112104390
Plan administrator’s name PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC.
Plan administrator’s address 100 JERICHO QUADRANGLE, SUITE 300, JERICHO, NY, 11753
Administrator’s telephone number 5169213400

Signature of
Role Plan administrator
Date 2020-09-24
Name of individual signing SUZANNE CHIOFOLO
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2018 112104390 2019-12-12 PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGLE, SUITE 300, JERICHO, NY, 117532702

Signature of
Role Plan administrator
Date 2019-12-12
Name of individual signing SUZANNE CHIOFOLO
Role Employer/plan sponsor
Date 2019-12-12
Name of individual signing SUZANNE CHIOFOLO
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2017 112104390 2018-10-12 PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGLE, SUITE 300, JERICHO, NY, 117532702

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing SUZANNE CHIOFOLO
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing SUZANNE CHIOFOLO
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2016 112104390 2017-07-27 PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 100 JERICHO QUADRANGLE, SUITE 300, JERICHO, NY, 117532702

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing RONALD FRIEDMAN
Role Employer/plan sponsor
Date 2017-07-27
Name of individual signing RONALD FRIEDMAN
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2015 112104390 2016-05-10 PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 6800 JERICHO TPK # S218E, SYOSSET, NY, 117914436

Signature of
Role Plan administrator
Date 2016-05-10
Name of individual signing ALAN PEARL
Role Employer/plan sponsor
Date 2016-05-10
Name of individual signing ALAN PEARL
THE PORTNOY SAVINGS AND RETIREMENT PLAN 2014 112104390 2015-05-07 PORTNOY, MESSINGER, PEARL, & ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-03-01
Business code 541600
Sponsor’s telephone number 5169213400
Plan sponsor’s address 6800 JERICHO TPK # S218E, SYOSSET, NY, 117914436

Signature of
Role Plan administrator
Date 2015-05-07
Name of individual signing ALAN PEARL
Role Employer/plan sponsor
Date 2015-05-07
Name of individual signing ALAN PEARL

DOS Process Agent

Name Role Address
ANTHONY C. ACAMPORA DOS Process Agent 100 JERICHO QUADRANGLE,, SUITE 300, JERICHO, NY, United States, 11753

Chief Executive Officer

Name Role Address
ANTHONY C. ACAMPORA Chief Executive Officer 100 JERICHO QUADRANGLE,, SUITE 300, JERICHO, NY, United States, 11753

History

Start date End date Type Value
2024-03-11 2024-03-11 Address 100 JERICHO QUADRANGLE,, SUITE 300, JERICHO, NY, 11753, USA (Type of address: Chief Executive Officer)
2019-02-19 2024-03-11 Address 100 JERICHO QUADRANGLE,, SUITE 300, JERICHO, NY, 11753, USA (Type of address: Chief Executive Officer)
2019-02-19 2024-03-11 Address 100 JERICHO QUADRANGLE,, SUITE 300, JERICHO, NY, 11753, USA (Type of address: Service of Process)
1981-02-17 2003-12-17 Name PORTNOY, MESSENGER, PEARL & ASSOCIATES, INC.
1964-03-24 1981-02-17 Name CONSOLIDATED CORPORATE CONSULTANTS, INC.
1964-03-24 2019-02-19 Address 182 MORTON BLVD., PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)
1964-03-24 2024-03-11 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
240311002709 2024-03-11 BIENNIAL STATEMENT 2024-03-11
220301001742 2022-03-01 BIENNIAL STATEMENT 2022-03-01
210104062021 2021-01-04 BIENNIAL STATEMENT 2020-03-01
190219002022 2019-02-19 BIENNIAL STATEMENT 2018-03-01
031217000521 2003-12-17 CERTIFICATE OF AMENDMENT 2003-12-17
C181878-2 1991-10-17 ASSUMED NAME CORP INITIAL FILING 1991-10-17
A739390-3 1981-02-17 CERTIFICATE OF AMENDMENT 1981-02-17
427714 1964-03-24 CERTIFICATE OF INCORPORATION 1964-03-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7799338302 2021-01-28 0235 PPS 100 Jericho Quadrangle Ste 300, Jericho, NY, 11753-2702
Loan Status Date 2022-06-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 135000
Loan Approval Amount (current) 135000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 524612
Servicing Lender Name Fountainhead SBF LLC
Servicing Lender Address 3216 W. Lake Mary Blvd, LAKE MARY, FL, 32746
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jericho, NASSAU, NY, 11753-2702
Project Congressional District NY-03
Number of Employees 8
NAICS code 541612
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 524612
Originating Lender Name Fountainhead SBF LLC
Originating Lender Address LAKE MARY, FL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 136807.5
Forgiveness Paid Date 2022-05-26

Related by officers

ANTHONY C. ACAMPORA

INSTITUTE FOR WORKFORCE ADVANCEMENT, INC.

Related by address

No related companies by address

Date of last update: 18 Mar 2025

Sources: New York Secretary of State

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