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PORTFOLIO STRATEGIES INCORPORATED

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Company Details

Name: PORTFOLIO STRATEGIES INCORPORATED
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 15 Sep 1993 (32 years ago)
Entity Number: 1756971
ZIP code: 10952
County: Rockland
Place of Formation: New York
Address: 11 WAVERLY PLACE, MONSEY, NY, United States, 10952

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
PAUL S KIRSHENBAUM Chief Executive Officer 11 WAVERLY PLACE, MONSEY, NY, United States, 10952

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 11 WAVERLY PLACE, MONSEY, NY, United States, 10952

Form 5500 Series

Employer Identification Number (EIN):
133736192
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
5
Sponsors Telephone Number:

Filings

Filing Number Date Filed Type Effective Date
131002006162 2013-10-02 BIENNIAL STATEMENT 2013-09-01
110915002889 2011-09-15 BIENNIAL STATEMENT 2011-09-01
090914002730 2009-09-14 BIENNIAL STATEMENT 2009-09-01
070917002565 2007-09-17 BIENNIAL STATEMENT 2007-09-01
051103002875 2005-11-03 BIENNIAL STATEMENT 2005-09-01

USAspending Awards / Financial Assistance

Date:
2020-12-16
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-06-22
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
28700.00
Total Face Value Of Loan:
201700.00

Paycheck Protection Program

Jobs Reported:
13
Initial Approval Amount:
$173,000
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$201,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$203,627.36
Servicing Lender:
First Commerce Bank
Use of Proceeds:
Payroll: $201,700

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Date of last update: 15 Mar 2025

Sources: New York Secretary of State