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  5. O'SHEA MCDONALD & STEVENS LLP

O'SHEA MCDONALD & STEVENS LLP

Company Details

Name: O'SHEA MCDONALD & STEVENS LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 02 Jun 1995 (30 years ago)
Entity Number: 1927559
ZIP code: 13440
County: Blank
Place of Formation: New York
Address: 107 W LIBERTY ST, ROME, NY, United States, 13440

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2023 150591730 2024-10-02 O'SHEA MCDONALD & STEVENS LLP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 134424310

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing CHRISTINA BUSCH
Valid signature Filed with authorized/valid electronic signature
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2021 150591730 2022-10-14 O'SHEA MCDONALD & STEVENS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 134424310

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing CHRISTINA BUSCH
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2021 150591730 2022-06-14 O'SHEA MCDONALD & STEVENS LLP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 134424310

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing CHRISTINA BUSCH
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2020 150591730 2021-06-22 O'SHEA MCDONALD & STEVENS LLP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST, P.O. BOX 4310, ROME, NY, 13442

Signature of
Role Plan administrator
Date 2021-06-22
Name of individual signing CHRISTINA BUSCH
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2019 150591730 2020-07-16 O'SHEA MCDONALD & STEVENS LLP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 13442

Signature of
Role Plan administrator
Date 2020-07-16
Name of individual signing CHRISTINA BUSCH
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2018 150591730 2019-07-09 O'SHEA MCDONALD & STEVENS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 134424310

Signature of
Role Plan administrator
Date 2019-07-09
Name of individual signing CHRISTINA BUSCH
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2017 150591730 2018-06-14 O'SHEA MCDONALD & STEVENS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 134424310

Signature of
Role Plan administrator
Date 2018-06-14
Name of individual signing TIMOTHY B OSHEA
O'SHEA MCDONALD & STEVENS LLP PENSION PLAN 2016 150591730 2017-06-13 O'SHEA MCDONALD & STEVENS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-09-01
Business code 541110
Sponsor’s telephone number 3153364500
Plan sponsor’s address 107 WEST LIBERTY ST., P.O. BOX 4310, ROME, NY, 134424310

Signature of
Role Plan administrator
Date 2017-06-13
Name of individual signing TIMOTHY B O'SHEA
Role Employer/plan sponsor
Date 2017-06-13
Name of individual signing CHRISTINA BUSCH

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 107 W LIBERTY ST, ROME, NY, United States, 13440

History

Start date End date Type Value
2000-09-25 2007-05-31 Name O'SHEA, MCDONALD, PANZONE & STEVENS, LLP
1995-06-02 2000-09-25 Name O'SHEA, MCDONALD, LASCURETTES & STEVENS, LLP
1995-06-02 2000-06-27 Address 107 WEST LIBERTY STREET, ROME, NY, 13440, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200424002004 2020-04-24 FIVE YEAR STATEMENT 2020-06-01
150512002024 2015-05-12 FIVE YEAR STATEMENT 2015-06-01
100528002757 2010-05-28 FIVE YEAR STATEMENT 2010-06-01
070531000047 2007-05-31 CERTIFICATE OF AMENDMENT 2007-05-31
050513002364 2005-05-13 FIVE YEAR STATEMENT 2005-06-01
000925000095 2000-09-25 CERTIFICATE OF AMENDMENT 2000-09-25
000627002022 2000-06-27 FIVE YEAR STATEMENT 2000-06-01
950828000294 1995-08-28 AFFIDAVIT OF PUBLICATION 1995-08-28
950828000290 1995-08-28 AFFIDAVIT OF PUBLICATION 1995-08-28
950602000506 1995-06-02 NOTICE OF REGISTRATION 1995-07-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1484717300 2020-04-28 0248 PPP 107 West Liberty Street, ROME, NY, 13442
Loan Status Date 2021-09-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 15000
Loan Approval Amount (current) 15000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33209
Servicing Lender Name Berkshire Bank
Servicing Lender Address 99 North St, PITTSFIELD, MA, 01201-5114
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address ROME, ONEIDA, NY, 13442-0001
Project Congressional District NY-22
Number of Employees 2
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 33209
Originating Lender Name Berkshire Bank
Originating Lender Address PITTSFIELD, MA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 15182.88
Forgiveness Paid Date 2021-08-09
3977788608 2021-03-17 0248 PPS 107 W Liberty St, Rome, NY, 13440-5717
Loan Status Date 2021-04-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 25080
Loan Approval Amount (current) 25080
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Rome, ONEIDA, NY, 13440-5717
Project Congressional District NY-22
Number of Employees 4
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 29599
Originating Lender Name Northeast Bank
Originating Lender Address LEWISTON, ME
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 25363.78
Forgiveness Paid Date 2022-05-12

Related by officers

THE PARTNERSHIP

CARBONE & CARBONE LLP FORESTVILLE SPECIAL NEEDS SRO, L.P. FORT DRUM STUDIO-TELS., L.P. SCP CO-INVESTMENT FUND I, L.P. NORTHERN BOULEVARD LIMITED PARTNERSHIP PINNACLE MEDINA CAPITAL, LTD. LUCCHESE & D'AMMORA, LLP SARETSKY, KATZ, DRANOFF, WEISSMAN & MAYNARD, LLP STELLIAM MASTER FUND, L.P. GS CAPITAL PARTNERS VI PIA PMD QP FUND, L.P.

Related by address

107 W LIBERTY ST, ROME, NY, United States, 13440

GILLETTE ENTERPRISES OF ROME, N.Y., INC. GUGGI'S CARPET SHOWROOM, INC. GUGGI'S WALNUT GROVE INTERIORS, LTD.

Date of last update: 14 Mar 2025

Sources: New York Secretary of State

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