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  5. AEA CONSULTING, LLC

AEA CONSULTING, LLC

Headquarter

Company Details

Name: AEA CONSULTING, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Mar 1999 (26 years ago)
Entity Number: 2350919
ZIP code: 12508
County: Dutchess
Place of Formation: New York
Address: 380 MAIN STREET, SUITE 300, BEACON, NY, United States, 12508

Links between entities

Type Company Name Company Number State
Headquarter of AEA CONSULTING, LLC, ILLINOIS LLC_15064269 ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
LTYVNUJWL1Q5 2024-10-04 380 MAIN ST UNIT 300, BEACON, NY, 12508, 3078, USA 380 MAIN ST # 300, BEACON, NY, 12508, 3078, USA

Business Information
URL www.aeaconsulting.com
Congressional District 18
State/Country of Incorporation NY, USA
Activation Date 2023-10-06
Initial Registration Date 2017-03-09
Entity Start Date 1999-03-01
Fiscal Year End Close Date Sep 30

Service Classifications
NAICS Codes 541611

Points of Contacts
Electronic Business
Title PRIMARY POC
Name SHERRY THRELKELD
Role FINANCE MANAGER
Address 380 MAIN STREET #300, BEACON, NY, 12508, USA
Government Business
Title PRIMARY POC
Name ELIZABETH ELLIS
Role DIRECTOR
Address 380 MAIN STREET #300, BEACON, NY, 12508, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
7UUY3 Active Non-Manufacturer 2017-05-05 2024-08-30 2029-08-30 2025-08-28

Contact Information
POC ELIZABETH ELLIS
Phone +1 845-765-8100
Address 380 MAIN ST UNIT 300, BEACON, NY, 12508 3078, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AEA CONSULTING LLC 401(K) PLAN 2023 134050460 2024-05-23 AEA CONSULTING LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-09-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2024-05-23
Name of individual signing SHERRY THRELKELD
AEA CONSULTING 401(K) PLAN 2022 134050460 2023-06-13 AEA CONSULTING, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, UNIT 6, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2023-06-13
Name of individual signing ANTHONY WARREN
AEA CONSULTING CASH BALANCE PLAN 2022 134050460 2023-10-25 AEA CONSULTING, LLC 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2023-10-25
Name of individual signing ANTHONY WARREN
AEA CONSULTING PROFIT SHARING PLAN 2022 134050460 2023-09-05 AEA CONSULTING, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2023-09-05
Name of individual signing ANTHONY WARREN
AEA CONSULTING 401(K) PLAN 2021 134050460 2023-04-03 AEA CONSULTING, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2023-04-03
Name of individual signing ANTHONY WARREN
AEA CONSULTING PROFIT SHARING PLAN 2021 134050460 2023-02-02 AEA CONSULTING, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2023-02-02
Name of individual signing ANTHONY WARREN
AEA CONSULTING CASH BALANCE PLAN 2021 134050460 2022-11-14 AEA CONSULTING, LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2022-11-14
Name of individual signing ANTHONY WARREN
AEA CONSULTING CASH BALANCE PLAN 2020 134050460 2022-06-22 AEA CONSULTING 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2022-06-22
Name of individual signing ANTHONY WARREN
AEA CONSULTING 401(K) PLAN 2020 134050460 2022-01-10 AEA CONSULTING 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2022-01-10
Name of individual signing ANTHONY WARREN
AEA CONSULTING PROFIT SHARING PLAN 2020 134050460 2022-01-10 AEA CONSULTING 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541600
Sponsor’s telephone number 8457658100
Plan sponsor’s address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508

Signature of
Role Plan administrator
Date 2022-01-10
Name of individual signing ANTHONY WARREN

DOS Process Agent

Name Role Address
AEA CONSULTING, LLC DOS Process Agent 380 MAIN STREET, SUITE 300, BEACON, NY, United States, 12508

History

Start date End date Type Value
2023-03-01 2025-03-06 Address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508, USA (Type of address: Service of Process)
2021-03-03 2023-03-01 Address 380 MAIN STREET, SUITE 300, BEACON, NY, 12508, 3078, USA (Type of address: Service of Process)
2017-04-24 2021-03-03 Address 5 HANNA LN APT 6, BEACON, NY, 12508, 2869, USA (Type of address: Service of Process)
2003-03-21 2017-04-24 Address 285 W BROADWAY, STE 520, NEW YORK, NY, 10025, USA (Type of address: Service of Process)
2001-03-26 2003-03-21 Address 285 WEST BROADWAY, SUITE 630, NEW YORK, NY, 10013, USA (Type of address: Service of Process)
1999-03-01 2001-03-26 Address 251 WEST 92ND STREET, NEW YORK, NY, 10025, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250306001433 2025-03-06 BIENNIAL STATEMENT 2025-03-06
230301004025 2023-03-01 BIENNIAL STATEMENT 2023-03-01
221215001330 2022-12-15 BIENNIAL STATEMENT 2021-03-01
210303061939 2021-03-03 BIENNIAL STATEMENT 2019-03-01
170424000234 2017-04-24 CERTIFICATE OF CHANGE 2017-04-24
070301002137 2007-03-01 BIENNIAL STATEMENT 2007-03-01
050322002740 2005-03-22 BIENNIAL STATEMENT 2005-03-01
030321002222 2003-03-21 BIENNIAL STATEMENT 2003-03-01
010326002059 2001-03-26 BIENNIAL STATEMENT 2001-03-01
990301000447 1999-03-01 ARTICLES OF ORGANIZATION 1999-03-01

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
BPA CALL AWARD 59310523F0023 2023-09-22 2024-11-21 2024-11-21
Unique Award Key CONT_AWD_59310523F0023_5920_59310523A0002_5920
Awarding Agency National Endowment for the Arts
Link View Page

Award Amounts
Obligated Amount 100770.00
Current Award Amount 201540.00
Potential Award Amount 201540.00

Description
Title MODIFY BPA CALL-NO COST EXTENSION-EXTEND THE SERVICES FOR 2 ADDITIONAL MONTHS TO NOV. 21, 2024 REVIEW, EDIT FINAL REPORTS ORA.
NAICS Code 541720: RESEARCH AND DEVELOPMENT IN THE SOCIAL SCIENCES AND HUMANITIES
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details
Recipient AEA CONSULTING, LLC
UEI LTYVNUJWL1Q5
Recipient Address UNITED STATES, 380 MAIN ST UNIT 300, BEACON, DUTCHESS, NEW YORK, 125083078
PURCHASE ORDER AWARD 33330725P00521659 2025-03-13 2025-03-17 2025-03-17
Unique Award Key CONT_AWD_33330725P00521659_3300_-NONE-_-NONE-
Awarding Agency Smithsonian Institution
Link View Page

Award Amounts
Obligated Amount 126768.00
Current Award Amount 126768.00
Potential Award Amount 126768.00

Description
Title STRATEGIC PLANNING FOR SAWHM
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes R799: SUPPORT- MANAGEMENT: OTHER

Recipient Details
Recipient AEA CONSULTING, LLC
UEI LTYVNUJWL1Q5
Recipient Address UNITED STATES, 380 MAIN ST UNIT 300, BEACON, DUTCHESS, NEW YORK, 125083078

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7142358401 2021-02-11 0202 PPS 380 Main St Unit 300, Beacon, NY, 12508-3078
Loan Status Date 2022-01-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 187987
Loan Approval Amount (current) 187987
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 Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Beacon, DUTCHESS, NY, 12508-3078
Project Congressional District NY-18
Number of Employees 8
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 189542.7
Forgiveness Paid Date 2021-12-14
9459777007 2020-04-09 0202 PPP 380 MAIN ST, BEACON, NY, 12508-3003
Loan Status Date 2021-06-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 208384
Loan Approval Amount (current) 208384
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 Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address BEACON, DUTCHESS, NY, 12508-3003
Project Congressional District NY-18
Number of Employees 10
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 210556.63
Forgiveness Paid Date 2021-04-29

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2198025 AEA CONSULTING, LLC - LTYVNUJWL1Q5 380 MAIN ST UNIT 300, BEACON, NY, 12508-3078
Capabilities Statement Link -
Phone Number 845-765-8100
Fax Number -
E-mail Address eellis@aeaconsulting.com
WWW Page www.aeaconsulting.com
E-Commerce Website -
Contact Person ELIZABETH ELLIS
County Code (3 digit) 027
Congressional District 18
Metropolitan Statistical Area 2281
CAGE Code 7UUY3
Year Established 1999
Accepts Government Credit Card No
Legal Structure LLC
Ownership and Self-Certifications -
Business Development Servicing Office NEW YORK DISTRICT OFFICE (SBA office code 0202)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 31 Mar 2025

Sources: New York Secretary of State

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