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BALANCING LIFE'S ISSUES, INC.

Headquarter

Company Details

Name: BALANCING LIFE'S ISSUES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 21 Aug 2001 (24 years ago)
Entity Number: 2673099
ZIP code: 10562
County: Westchester
Place of Formation: New York
Activity Description: Corporate training, health & wellness, family, eldercare, business classes.
Address: C/O KAUFMAN, 14 SADDLE RIDGE, OSSINING, NY, United States, 10562
Principal Address: 14 SADDLE RIDGE RD, OSSINING, NY, United States, 10562

Contact Details

Phone +1 914-762-9075

Website http://www.balancinglifesissues.com

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Links between entities

Type Company Name Company Number State
Headquarter of BALANCING LIFE'S ISSUES, INC., ILLINOIS CORP_73041619 ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
MTJNMXAC4M65 2025-03-11 1 DEPOT PLZ, OSSINING, NY, 10562, 4600, USA 1 DEPOT PLAZA, OSSINING, NY, 10562, 4204, USA

Business Information

URL http://www.balancinglifesissues.com
Congressional District 17
State/Country of Incorporation NY, USA
Activation Date 2024-03-13
Initial Registration Date 2011-07-07
Entity Start Date 2001-08-01
Fiscal Year End Close Date Dec 31

Service Classifications

NAICS Codes 541611, 611430, 611699, 813920
Product and Service Codes R408, R410, R420, R431, R499, U001, U006, U008, U009, U010, U012, U099

Points of Contacts

Electronic Business
Title PRIMARY POC
Name WENDY WOLLNER
Role CEO
Address 1 DEPOT PZA, OSSINING, NY, 10562, 4204, USA
Government Business
Title PRIMARY POC
Name WENDY WOLLNER
Role CEO
Address 1 DEPOT PLAZA, OSSINING, NY, 10562, 4204, USA
Past Performance
Title PRIMARY POC
Name WENDY WOLLNER
Role CEO
Address 1 DEPOT PZA, OSSINING, NY, 10562, 4204, USA
Title ALTERNATE POC
Name CARRIE A GALLAGHER
Role VICE PRESIDENT
Address 112 CROTON AVE, OSSINING, NY, 10562, USA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
6FU49 Obsolete Non-Manufacturer 2011-07-08 2024-11-25 No data 2025-11-21

Contact Information

POC WENDY WOLLNER
Phone +1 914-643-0527
Address 1 DEPOT PLZ, OSSINING, NY, 10562 4600, 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
BALANCING LIFE'S ISSUES, INC. 401K PLAN 2014 134186996 2015-07-01 BALANCING LIFE'S ISSUES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541990
Sponsor’s telephone number 9147629075
Plan sponsor’s address 1 DEPOT PLAZA, OSSINING, NY, 10562

Signature of

Role Plan administrator
Date 2015-07-01
Name of individual signing WENDY A. WOLLNER

Chief Executive Officer

Name Role Address
WENDY KAUFMAN Chief Executive Officer 14 SADDLE RIDGE RD, OSSINING, NY, United States, 10562

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent C/O KAUFMAN, 14 SADDLE RIDGE, OSSINING, NY, United States, 10562

History

Start date End date Type Value
2024-09-13 2024-09-13 Address 14 SADDLE RIDGE RD, OSSINING, NY, 10562, USA (Type of address: Chief Executive Officer)
2003-08-18 2024-09-13 Address 14 SADDLE RIDGE RD, OSSINING, NY, 10562, USA (Type of address: Chief Executive Officer)
2001-08-21 2024-09-13 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2001-08-21 2024-09-13 Address C/O KAUFMAN, 14 SADDLE RIDGE, OSSINING, NY, 10562, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240913003254 2024-09-13 BIENNIAL STATEMENT 2024-09-13
210412000500 2021-04-12 CERTIFICATE OF AMENDMENT 2021-04-12
201229060207 2020-12-29 BIENNIAL STATEMENT 2019-08-01
110811002945 2011-08-11 BIENNIAL STATEMENT 2011-08-01
090804002600 2009-08-04 BIENNIAL STATEMENT 2009-08-01
070808002632 2007-08-08 BIENNIAL STATEMENT 2007-08-01
051003002106 2005-10-03 BIENNIAL STATEMENT 2005-08-01
030818002089 2003-08-18 BIENNIAL STATEMENT 2003-08-01
010821000715 2001-08-21 CERTIFICATE OF INCORPORATION 2001-08-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1252478308 2021-01-16 0202 PPS 1 Depot Sq, Ossining, NY, 10562-4600
Loan Status Date 2021-07-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 129300
Loan Approval Amount (current) 129300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317954
Servicing Lender Name Newtek Small Business Finance, Inc.
Servicing Lender Address 1981 Marcus Avenue, LAKE SUCCESS, NY, 11042
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Ossining, WESTCHESTER, NY, 10562-4600
Project Congressional District NY-17
Number of Employees 9
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 317954
Originating Lender Name Newtek Small Business Finance, Inc.
Originating Lender Address LAKE SUCCESS, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 129795.65
Forgiveness Paid Date 2021-06-15
4178667206 2020-04-27 0202 PPP One Depot Plaza, Ossining, NY, 10562-4600
Loan Status Date 2021-03-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 129397
Loan Approval Amount (current) 129397
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46100
Servicing Lender Name PCSB Bank
Servicing Lender Address 2477 Rte 6, BREWSTER, NY, 10509-2528
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Ossining, WESTCHESTER, NY, 10562-4600
Project Congressional District NY-17
Number of Employees 10
NAICS code 541512
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 46100
Originating Lender Name PCSB Bank
Originating Lender Address BREWSTER, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 130504.06
Forgiveness Paid Date 2021-03-16

Date of last update: 14 Apr 2025

Sources: New York Secretary of State