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  5. LORI GOLDSTEIN, LTD.

LORI GOLDSTEIN, LTD.

Company Details

Name: LORI GOLDSTEIN, LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 18 Jan 1995 (30 years ago)
Entity Number: 1886050
ZIP code: 14221
County: New York
Place of Formation: New York
Principal Address: c/o TAG Associates LLC, 810 Seventh Avenue, 7th Floor, NEW YORK, NY, United States, 10019
Address: 5500 Main St Ste 345, Williamsville, NY, United States, 14221

Shares Details

Shares issued 200

Share Par Value 0.1

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LORI GOLDSTEIN, LTD. 401(K) PROFIT SHARING PLAN 2023 133804684 2024-03-04 LORI GOLDSTEIN, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 205 HUDSON STREET SUITE 1002, NEW YORK, NY, 10013
LORI GOLDSTEIN, LTD. 401(K) PROFIT SHARING PLAN 2022 133804684 2023-08-09 LORI GOLDSTEIN, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 205 HUDSON STREET SUITE 1002, NEW YORK, NY, 10013
LORI GOLDSTEIN, LTD. 401(K) PROFIT SHARING PLAN 2021 133804684 2022-06-30 LORI GOLDSTEIN, LTD. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 205 HUDSON STREET SUITE 1002, NEW YORK, NY, 10013
LORI GOLDSTEIN, LTD. 401(K) PROFIT SHARING PLAN 2020 133804684 2021-05-12 LORI GOLDSTEIN, LTD. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 205 HUDSON STREET SUITE 1002, NEW YORK, NY, 10013
LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2020 133804684 2021-01-15 LORI GOLDSTEIN, LTD. 2
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 541400
Sponsor’s telephone number 2124855488
Plan sponsor’s address 54 W. 21ST STREET, SUITE 702, NEW YORK, NY, 10010
LORI GOLDSTEIN, LTD. 401(K) PROFIT SHARING PLAN 2019 133804684 2020-10-13 LORI GOLDSTEIN, LTD. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 54 W. 21ST STREET, SUITE 702, NEW YORK, NY, 10010
LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2019 133804684 2020-10-13 LORI GOLDSTEIN, LTD. 11
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 541400
Sponsor’s telephone number 2124855488
Plan sponsor’s address 54 W. 21ST STREET, SUITE 702, NEW YORK, NY, 10010
LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2018 133804684 2019-10-10 LORI GOLDSTEIN, LTD. 11
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 541400
Sponsor’s telephone number 2124855488
Plan sponsor’s address 54 W. 21ST STREET, SUITE 702, NEW YORK, NY, 10010
LORI GOLDSTEIN, LTD. 401(K) PROFIT SHARING PLAN 2018 133804684 2019-10-10 LORI GOLDSTEIN, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 54 W. 21ST STREET, SUITE 702, NEW YORK, NY, 10010
LORI GOLDSTEIN, LTD. DEFINED BENEFIT PLAN 2017 133804684 2018-10-11 LORI GOLDSTEIN, LTD. 8
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 541400
Sponsor’s telephone number 2122558170
Plan sponsor’s address 54 W. 21ST STREET, SUITE 702, NEW YORK, NY, 10010

DOS Process Agent

Name Role Address
TELOS LEGAL CORP. DOS Process Agent 5500 Main St Ste 345, Williamsville, NY, United States, 14221

Chief Executive Officer

Name Role Address
LORI GOLDSTEIN Chief Executive Officer C/O TAG ASSOCIATES LLC, 810 SEVENTH AVENUE, 7TH FLOOR, NEW YORK, NY, United States, 10019

History

Start date End date Type Value
2025-01-02 2025-01-02 Address C/O TAG ASSOCIATES LLC, 810 SEVENTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10019, USA (Type of address: Chief Executive Officer)
2025-01-02 2025-01-02 Address 54 WEST 21 STREET, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2024-03-27 2024-03-27 Address C/O TAG ASSOCIATES LLC, 810 SEVENTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10019, USA (Type of address: Chief Executive Officer)
2024-03-27 2024-03-27 Address 54 WEST 21 STREET, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2024-03-27 2025-01-02 Shares Share type: PAR VALUE, Number of shares: 200, Par value: 0.1
2024-03-27 2025-01-02 Address 54 WEST 21 STREET, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2024-03-27 2025-01-02 Address 5500 Main St Ste 345, Williamsville, NY, 14221, USA (Type of address: Service of Process)
2024-03-27 2025-01-02 Address C/O TAG ASSOCIATES LLC, 810 SEVENTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10019, USA (Type of address: Chief Executive Officer)
2023-05-11 2024-03-27 Shares Share type: PAR VALUE, Number of shares: 200, Par value: 0.1
2021-01-22 2024-03-27 Address 114 WEST 47TH STREET, NEW YORK, NY, 10036, 1525, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250102006673 2025-01-02 BIENNIAL STATEMENT 2025-01-02
240327002773 2024-03-27 BIENNIAL STATEMENT 2024-03-27
210122060433 2021-01-22 BIENNIAL STATEMENT 2019-01-01
950118000519 1995-01-18 CERTIFICATE OF INCORPORATION 1995-01-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7634967004 2020-04-07 0202 PPP 205 Hudson Street, STE 1002, NEW YORK, NY, 10013-1808
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 140000
Loan Approval Amount (current) 140000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 4924
Servicing Lender Name City National Bank
Servicing Lender Address 555 S Flower St, LOS ANGELES, CA, 90071-2300
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEW YORK, NEW YORK, NY, 10013-1808
Project Congressional District NY-10
Number of Employees 9
NAICS code 812112
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 4924
Originating Lender Name City National Bank
Originating Lender Address LOS ANGELES, CA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 141449.86
Forgiveness Paid Date 2021-05-20

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Date of last update: 14 Mar 2025

Sources: New York Secretary of State

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