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  5. IVYWISE, LLC

IVYWISE, LLC

Company Details

Name: IVYWISE, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Jan 2004 (21 years ago)
Entity Number: 2998882
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 501 MADISON AVENUE, SUITE 802, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IVYWISE LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 364378684 2024-07-11 IVYWISE LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 2124532558
Plan sponsor’s address C/O SPIELMAN,KOENIGSBERG PARKER L, 1675 BROADWAY FL 20, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2024-07-11
Name of individual signing DANIEL LIPMAN
IVYWISE LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 364378684 2023-06-13 IVYWISE LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 2124522562
Plan sponsor’s address C/O SPIELMAN,KOENIGSBERG PAR, 1675 BROADWAY, 20TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2023-06-13
Name of individual signing DANIEL LIPMAN
IVYWISE LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 364378684 2022-04-16 IVYWISE LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 2124532558
Plan sponsor’s address C/O SPIELMAN,KOENIGSBERG PARKER, 1675 BROADWAY 20TH FL, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2022-04-16
Name of individual signing DANIEL LIPMAN
IVYWISE LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 364378684 2021-07-20 IVYWISE LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 2124522562
Plan sponsor’s address C/O SKP, LLP, 1675 BROADWAY 20TH FL, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing DANIEL LIPMAN
IVYWISE LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 364378684 2020-07-22 IVYWISE LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 2124532558
Plan sponsor’s address C/O SKP, LLP, 1675 BROADWAY, 20TH FL, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing DAN LIPMAN
IVYWISE, LLC, PROFIT SHARING PLAN 2018 364378684 2019-04-01 IVYWISE, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 711510
Sponsor’s telephone number 2124895200
Plan sponsor’s address SPIELMAN, KOENIGSBERG AND PARKER, 1745 BROADWAY - 18TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2019-04-01
Name of individual signing KATHERINE COHEN
Role Employer/plan sponsor
Date 2019-04-01
Name of individual signing KATHERINE COHEN
IVYWISE, LLC, PROFIT SHARING PLAN 2017 364378684 2018-03-19 IVYWISE, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 711510
Sponsor’s telephone number 2124895200
Plan sponsor’s address SPIELMAN, KOENIGSBERG AND PARKER, 1745 BROADWAY - 18TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2018-03-19
Name of individual signing KATHERINE COHEN
Role Employer/plan sponsor
Date 2018-03-19
Name of individual signing KATHERINE COHEN
IVYWISE, LLC, PROFIT SHARING PLAN 2016 364378684 2017-04-20 IVYWISE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 711510
Sponsor’s telephone number 2124895200
Plan sponsor’s address SPIELMAN, KOENIGSBERG AND PARKER, 1745 BROADWAY - 18TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2017-04-20
Name of individual signing KATHERINE COHEN
Role Employer/plan sponsor
Date 2017-04-20
Name of individual signing KATHERINE COHEN
IVYWISE, LLC, PROFIT SHARING PLAN 2015 364378684 2017-10-26 IVYWISE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 711510
Sponsor’s telephone number 2124895200
Plan sponsor’s address SPIELMAN, KOENIGSBERG AND PARKER, 1745 BROADWAY - 18TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2017-10-26
Name of individual signing KATHERINE COHEN
Role Employer/plan sponsor
Date 2017-10-26
Name of individual signing KATHERINE COHEN
IVYWISE, LLC, PROFIT SHARING PLAN 2015 364378684 2016-05-12 IVYWISE, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 711510
Sponsor’s telephone number 2124895200
Plan sponsor’s address SPIELMAN, KOENIGSBERG AND PARKER, 1745 BROADWAY - 18TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2016-05-12
Name of individual signing KATHERINE COHEN
Role Employer/plan sponsor
Date 2016-05-12
Name of individual signing KATHERINE COHEN

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 80 STATE STREET, ALBANY, NY, 12207

DOS Process Agent

Name Role Address
IVYWISE, LLC DOS Process Agent 501 MADISON AVENUE, SUITE 802, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
2023-12-01 2024-01-02 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Registered Agent)
2023-12-01 2024-01-02 Address 501 MADISON AVENUE, SUITE 802, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2016-01-04 2023-12-01 Address 501 MADISON AVENUE, SUITE 802, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2014-01-15 2016-01-04 Address 200 WEST 57TH STREET, SUITE 803, NEW YORK, NY, 10019, USA (Type of address: Service of Process)
2006-02-02 2014-01-15 Address 140 WEST 57TH ST, STE 3D, NEW YORK, NY, 10019, USA (Type of address: Service of Process)
2004-01-12 2023-12-01 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Registered Agent)
2004-01-12 2006-02-02 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240102003449 2024-01-02 BIENNIAL STATEMENT 2024-01-02
231201038255 2023-12-01 BIENNIAL STATEMENT 2022-01-01
200113060567 2020-01-13 BIENNIAL STATEMENT 2020-01-01
180102007889 2018-01-02 BIENNIAL STATEMENT 2018-01-01
160104007330 2016-01-04 BIENNIAL STATEMENT 2016-01-01
140115006161 2014-01-15 BIENNIAL STATEMENT 2014-01-01
120227002501 2012-02-27 BIENNIAL STATEMENT 2012-01-01
100205002029 2010-02-05 BIENNIAL STATEMENT 2010-01-01
080122002055 2008-01-22 BIENNIAL STATEMENT 2008-01-01
060202002115 2006-02-02 BIENNIAL STATEMENT 2006-01-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9301308503 2021-03-12 0202 PPS 501 Madison Ave Rm 802, New York, NY, 10022-5619
Loan Status Date 2022-04-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 725780
Loan Approval Amount (current) 725780
Undisbursed Amount 0
Franchise Name -
Lender Location ID 4924
Servicing Lender Name City National Bank
Servicing Lender Address 555 S Flower St, LOS ANGELES, CA, 90071-2300
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, 10022-5619
Project Congressional District NY-12
Number of Employees 63
NAICS code 541990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 4924
Originating Lender Name City National Bank
Originating Lender Address LOS ANGELES, CA
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 732878.72
Forgiveness Paid Date 2022-03-10
8318917003 2020-04-08 0202 PPP 501 MADISON AVE STE 802, NEW YORK, NY, 10022-5601
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) 639667
Loan Approval Amount (current) 639667
Undisbursed Amount 0
Franchise Name -
Lender Location ID 4924
Servicing Lender Name City National Bank
Servicing Lender Address 555 S Flower St, LOS ANGELES, CA, 90071-2300
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, 10022-5601
Project Congressional District NY-12
Number of Employees 34
NAICS code 541990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 4924
Originating Lender Name City National Bank
Originating Lender Address LOS ANGELES, CA
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 646712.1
Forgiveness Paid Date 2021-06-04

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IVYWISE, LLC

IVYWISE, INC.

Related by address

501 MADISON AVENUE, SUITE 802, NEW YORK, NY, United States, 10022

IVYWISE, INC.

Date of last update: 05 Feb 2025

Sources: New York Secretary of State

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