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  5. OPTIONSOFT TECHNOLOGIES, INC.

OPTIONSOFT TECHNOLOGIES, INC.

Company Details

Name: OPTIONSOFT TECHNOLOGIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 09 Apr 2003 (22 years ago)
Entity Number: 2892680
ZIP code: 12065
County: Saratoga
Place of Formation: New York
Address: 4 CORPORATE DRIVE, CLIFTON PARK, NY, United States, 12065

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2023 134253968 2024-10-11 OPTIONSOFT TECHNOLOGIES, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing KENNETH TOMARO
Valid signature Filed with authorized/valid electronic signature
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2022 134253968 2023-08-17 OPTIONSOFT TECHNOLOGIES, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2023-08-17
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2021 134253968 2022-09-28 OPTIONSOFT TECHNOLOGIES, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2022-09-27
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2020 134253968 2021-10-08 OPTIONSOFT TECHNOLOGIES, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2019 134253968 2021-01-04 OPTIONSOFT TECHNOLOGIES, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2020-12-29
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2019 134253968 2020-10-13 OPTIONSOFT TECHNOLOGIES, INC. 24
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2018 134253968 2019-10-07 OPTIONSOFT TECHNOLOGIES, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2017 134253968 2018-09-25 OPTIONSOFT TECHNOLOGIES, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2018-09-24
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2016 134253968 2017-10-02 OPTIONSOFT TECHNOLOGIES, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2017-10-02
Name of individual signing KENNETH TOMARO
OPTIONSOFT TECHNOLOGIES, INC. 401(K) PLAN 2015 134253968 2016-10-05 OPTIONSOFT TECHNOLOGIES, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541519
Sponsor’s telephone number 5188990144
Plan sponsor’s address 4 CORPORATE DRIVE, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2016-10-05
Name of individual signing KENNETH TOMARO

DOS Process Agent

Name Role Address
KENNETH TOMARO DOS Process Agent 4 CORPORATE DRIVE, CLIFTON PARK, NY, United States, 12065

Chief Executive Officer

Name Role Address
KENNETH TOMARO Chief Executive Officer 4 CORPORATE DRIVE, CLIFTON PARK, NY, United States, 12065

History

Start date End date Type Value
2011-04-19 2013-04-24 Address 7 HEMPHILL PLACE, BALLSTON SPA, NY, 12020, USA (Type of address: Chief Executive Officer)
2011-04-19 2013-04-24 Address 7 HEMPHILL PLACE, BALLSTON SPA, NY, 12020, USA (Type of address: Service of Process)
2005-06-07 2011-04-19 Address 7 HEMPHILL PLACE, BALLSTON SPA, NY, 12020, USA (Type of address: Chief Executive Officer)
2005-06-07 2013-04-24 Address 7 HEMPHILL PLACE, BALLSTON SPA, NY, 12020, USA (Type of address: Principal Executive Office)
2005-06-07 2011-04-19 Address 7 HEMPHILL PLACE, BALLSTON SPA, NY, 12020, USA (Type of address: Service of Process)
2003-04-09 2005-06-07 Address 1745 ROUTE 9, CLIFTON PARK, NY, 00000, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
130424006234 2013-04-24 BIENNIAL STATEMENT 2013-04-01
110419002460 2011-04-19 BIENNIAL STATEMENT 2011-04-01
070411002464 2007-04-11 BIENNIAL STATEMENT 2007-04-01
050607002754 2005-06-07 BIENNIAL STATEMENT 2005-04-01
030409000661 2003-04-09 CERTIFICATE OF INCORPORATION 2003-04-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4960298307 2021-01-23 0248 PPS 4 Corporate Dr, Halfmoon, NY, 12065-8603
Loan Status Date 2021-12-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 360000
Loan Approval Amount (current) 360000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50168
Servicing Lender Name The Adirondack Trust Company
Servicing Lender Address 473 Broadway, SARATOGA SPRINGS, NY, 12866-2203
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Halfmoon, SARATOGA, NY, 12065-8603
Project Congressional District NY-20
Number of Employees 26
NAICS code 812990
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 50168
Originating Lender Name The Adirondack Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 363020
Forgiveness Paid Date 2021-11-26
4443607005 2020-04-03 0248 PPP 4 CORPORATE DR, HALFMOON, NY, 12065-8603
Loan Status Date 2021-02-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 338300
Loan Approval Amount (current) 338300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50168
Servicing Lender Name The Adirondack Trust Company
Servicing Lender Address 473 Broadway, SARATOGA SPRINGS, NY, 12866-2203
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HALFMOON, SARATOGA, NY, 12065-8603
Project Congressional District NY-20
Number of Employees 25
NAICS code 812990
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 50168
Originating Lender Name The Adirondack Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 341062.78
Forgiveness Paid Date 2021-02-01

Related by officers

No related officers

Related by address

4 CORPORATE DRIVE, CLIFTON PARK, NY, United States, 12065

COLONIAL USA HOLDINGS LLC MACKEN ENTERPRISES, LLC WIRELESS INFORMATION NODE LLC

Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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