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  5. WHITMAN INSIGHT STRATEGIES, LLC

WHITMAN INSIGHT STRATEGIES, LLC

Company Details

Name: WHITMAN INSIGHT STRATEGIES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Jan 2003 (22 years ago)
Entity Number: 2857286
ZIP code: 10011
County: New York
Place of Formation: New York
Address: 80 8TH AVENUE, SUITE 1210, NEW YORK, NY, United States, 10011

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2023 010763468 2024-07-24 WHITMAN INSIGHT STRATEGIES, LLC 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011

Signature of
Role Plan administrator
Date 2024-07-24
Name of individual signing BERNARD WHITMAN
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2022 010763468 2023-10-10 WHITMAN INSIGHT STRATEGIES, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2021 010763468 2022-09-09 WHITMAN INSIGHT STRATEGIES, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2020 010763468 2021-10-12 WHITMAN INSIGHT STRATEGIES, LLC 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2019 010763468 2020-04-15 WHITMAN INSIGHT STRATEGIES, LLC 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN 2019 010763468 2020-06-11 WHITMAN INSIGHT STRATEGIES, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2018 010763468 2019-09-03 WHITMAN INSIGHT STRATEGIES, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN 2018 010763468 2019-09-03 WHITMAN INSIGHT STRATEGIES, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN 2017 010763468 2018-07-26 WHITMAN INSIGHT STRATEGIES, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011
WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN 2017 010763468 2018-07-26 WHITMAN INSIGHT STRATEGIES, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541910
Sponsor’s telephone number 2128077200
Plan sponsor’s address 80 EIGHTH AVENUE, SUITE 1210, NEW YORK, NY, 10011

DOS Process Agent

Name Role Address
WHITMAN INSIGHT STRATEGIES, LLC DOS Process Agent 80 8TH AVENUE, SUITE 1210, NEW YORK, NY, United States, 10011

Agent

Name Role Address
NATIONAL REGISTERED AGENTS, INC. Agent 28 LIBERTY ST., NEW YORK, NY, 10005

History

Start date End date Type Value
2019-01-28 2023-03-07 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2007-01-23 2023-03-07 Address 80 8TH AVENUE, SUITE 1210, NEW YORK, NY, 10011, USA (Type of address: Service of Process)
2003-01-15 2019-01-28 Address 875 AVENUE OF THE AMERICAS, SUITE 501, NEW YORK, NY, 10001, USA (Type of address: Registered Agent)
2003-01-15 2007-01-23 Address 875 AVENUE OF THE AMERICAS, SUITE 501, NEW YORK, NY, 10001, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230307002423 2023-03-07 BIENNIAL STATEMENT 2023-01-01
SR-88411 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
130131006236 2013-01-31 BIENNIAL STATEMENT 2013-01-01
081231002425 2008-12-31 BIENNIAL STATEMENT 2009-01-01
070123002059 2007-01-23 BIENNIAL STATEMENT 2007-01-01
030115000696 2003-01-15 ARTICLES OF ORGANIZATION 2003-01-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6359507104 2020-04-14 0202 PPP 80 8TH AVE Suite 1210, NEW YORK, NY, 10011
Loan Status Date 2021-06-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 220000
Loan Approval Amount (current) 220000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
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, 10011-0001
Project Congressional District NY-12
Number of Employees 9
NAICS code 541613
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 222401.67
Forgiveness Paid Date 2021-05-21
9962858305 2021-01-31 0202 PPS 80 8th Ave Ste 1210, New York, NY, 10011-7196
Loan Status Date 2021-11-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 220000
Loan Approval Amount (current) 220000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
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, 10011-7196
Project Congressional District NY-10
Number of Employees 9
NAICS code 541910
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 221436.11
Forgiveness Paid Date 2021-09-29

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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