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BLUM & BERNSTEIN, LLP

Company Details

Name: BLUM & BERNSTEIN, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 14 Aug 1997 (28 years ago)
Entity Number: 2171466
ZIP code: 10591
County: Blank
Place of Formation: New York
Address: 220 WHITE PLAINS RD, TARRYTOWN, NY, United States, 10591
Principal Address: 220 WHITE PLAINS RD., TARRYTOWN, NY, United States, 10591

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST 2023 112652939 2024-05-29 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2024-05-29
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST 2023 112652939 2024-05-16 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2024-05-16
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST 2022 112652939 2023-05-17 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2023-05-17
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST 2022 112652939 2023-05-16 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2023-05-16
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST 2021 112652939 2022-07-18 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2022-07-18
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST 2021 112652939 2022-07-25 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2022-07-25
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST 2020 112652939 2021-08-27 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2021-08-27
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST 2020 112652939 2021-06-30 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2021-06-30
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST 2019 112652939 2020-08-17 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2020-08-17
Name of individual signing PAUL BERNSTEIN
BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST 2019 112652939 2020-07-20 BLUM & BERNSTEIN, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541211
Sponsor’s telephone number 9146311010
Plan sponsor’s address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591

Signature of

Role Plan administrator
Date 2020-07-20
Name of individual signing PAUL BERNSTEIN

DOS Process Agent

Name Role Address
BLUM & BERNSTEIN , LLP DOS Process Agent 220 WHITE PLAINS RD, TARRYTOWN, NY, United States, 10591

History

Start date End date Type Value
2002-06-14 2023-07-20 Address 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)
1997-08-14 2002-06-14 Address 220 WHITE PLAINS RD., TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230720000647 2023-07-20 FIVE YEAR STATEMENT 2022-07-02
170609002016 2017-06-09 FIVE YEAR STATEMENT 2017-08-01
120713002056 2012-07-13 FIVE YEAR STATEMENT 2012-08-01
070718002836 2007-07-18 FIVE YEAR STATEMENT 2007-08-01
020614002107 2002-06-14 FIVE YEAR STATEMENT 2002-08-01
000524000043 2000-05-24 CERTIFICATE OF AMENDMENT 2000-05-24
971031000570 1997-10-31 AFFIDAVIT OF PUBLICATION 1997-10-31
971031000569 1997-10-31 AFFIDAVIT OF PUBLICATION 1997-10-31
970814000047 1997-08-14 NOTICE OF REGISTRATION 1997-08-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1671108405 2021-02-02 0202 PPS 220 White Plains Rd, Tarrytown, NY, 10591-5837
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 85215
Loan Approval Amount (current) 85215
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tarrytown, WESTCHESTER, NY, 10591-5837
Project Congressional District NY-16
Number of Employees 4
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Partnership
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 85827.41
Forgiveness Paid Date 2021-10-27

Date of last update: 31 Mar 2025

Sources: New York Secretary of State