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CARLISTO & SAXENIAN CPA'S, LLP

Company Details

Name: CARLISTO & SAXENIAN CPA'S, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 14 Dec 1994 (30 years ago)
Entity Number: 1875984
ZIP code: 10543
County: Blank
Place of Formation: New York
Address: 136 PALMER AVE, STE 101, MAMARONECK, NY, United States, 10543

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARLISTO & SAXENIAN CPA'S LLP 401(K) PROFIT SHARING PLAN 2023 132527102 2024-09-18 CARLISTO & SAXENIAN CPA'S LLP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 9142732900
Plan sponsor’s address 80 BUSINESS PARK DRIVE, SUITE 106, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2024-09-18
Name of individual signing MICHAEL CARLISTO
Valid signature Filed with authorized/valid electronic signature
CARLISTO & SAXENIAN CPA'S LLP 401(K) PROFIT SHARING PLAN 2022 132527102 2023-10-10 CARLISTO & SAXENIAN CPA'S LLP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 9142732900
Plan sponsor’s address 80 BUSINESS PARK DRIVE, SUITE 106, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2023-10-10
Name of individual signing MICHAEL CARLISTO
CARLISTO & SAXENIAN CPA'S LLP 401(K) PROFIT SHARING PLAN 2021 132527102 2022-10-03 CARLISTO & SAXENIAN CPA'S LLP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 9142732900
Plan sponsor’s address 80 BUSINESS PARK DRIVE, SUITE 106, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2022-10-03
Name of individual signing MICHAEL CARLISTO
CARLISTO & SAXENIAN CPA'S LLP 401(K) PROFIT SHARING PLAN 2020 132527102 2021-09-16 CARLISTO & SAXENIAN CPA'S LLP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 9142732900
Plan sponsor’s address 80 BUSINESS PARK DRIVE, SUITE 106, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2021-09-16
Name of individual signing MICHAEL CARLISTO

Agent

Name Role Address
HOFFINGER FRIEDLAND DOBRISH BERNFELD & STERN, P.C. Agent 110 EAST 59TH STREET, NEW YORK, NY, 10022

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 136 PALMER AVE, STE 101, MAMARONECK, NY, United States, 10543

History

Start date End date Type Value
1994-12-14 2000-02-11 Address 110 EAST 59TH STREET, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
041116002276 2004-11-16 FIVE YEAR STATEMENT 2004-12-01
010821000769 2001-08-21 CERTIFICATE OF AMENDMENT 2001-08-21
000211002134 2000-02-11 FIVE YEAR STATEMENT 1999-12-01
950907000097 1995-09-07 AFFIDAVIT OF PUBLICATION 1995-09-07
950907000103 1995-09-07 AFFIDAVIT OF PUBLICATION 1995-09-07
941214000374 1994-12-14 NOTICE OF REGISTRATION 1995-01-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2152698508 2021-02-20 0202 PPS 80 Business Park Dr Ste 106, Armonk, NY, 10504-1704
Loan Status Date 2022-04-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 67615
Loan Approval Amount (current) 67615
Undisbursed Amount 0
Franchise Name -
Lender Location ID 224780
Servicing Lender Name New York Business Development Corporation
Servicing Lender Address 50 Beaver Street, Albany, NY, 12207-1538
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Armonk, WESTCHESTER, NY, 10504-1704
Project Congressional District NY-17
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 224780
Originating Lender Name New York Business Development Corporation
Originating Lender Address Albany, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 67979.94
Forgiveness Paid Date 2021-09-15

Date of last update: 14 Mar 2025

Sources: New York Secretary of State