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  5. SHERIDAN ASSET MANAGEMENT, LLC

SHERIDAN ASSET MANAGEMENT, LLC

Company Details

Name: SHERIDAN ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Jun 2005 (20 years ago)
Entity Number: 3218628
ZIP code: 10604
County: Westchester
Place of Formation: Delaware
Address: ATTN: CHRISTOPHER J. MORRISSEY, 1025 WESTCHESTER AVE SUITE 311, WHITE PLAINS, NY, United States, 10604

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHERIDAN ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2015 010631944 2016-06-02 SHERIDAN ASSET MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVE SUITE 311, WHITE PLAINS, NY, 10604

Signature of
Role Plan administrator
Date 2016-06-02
Name of individual signing DEAN MARTIN
SHERIDAN ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2014 010631944 2015-07-06 SHERIDAN ASSET MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVE STE 311, WHITE PLAINS, NY, 106043536

Signature of
Role Plan administrator
Date 2015-07-06
Name of individual signing DEAN MARTIN
SHERIDAN ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2013 010631944 2014-05-27 SHERIDAN ASSET MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVE STE 311, WHITE PLAINS, NY, 106043536

Signature of
Role Plan administrator
Date 2014-05-27
Name of individual signing DEAN MARTIN
SHERIDAN ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2012 010631944 2013-05-31 SHERIDAN ASSET MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVE STE 311, WHITE PLAINS, NY, 106043536

Signature of
Role Plan administrator
Date 2013-05-31
Name of individual signing SHERIDAN ASSET MANAGEMENT
SHERIDAN ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2011 010631944 2012-06-18 SHERIDAN ASSET MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVE STE 311, WHITE PLAINS, NY, 106043536

Plan administrator’s name and address
Administrator’s EIN 010631944
Plan administrator’s name SHERIDAN ASSET MANAGEMENT
Plan administrator’s address 1025 WESTCHESTER AVE STE 311, WHITE PLAINS, NY, 106043536
Administrator’s telephone number 9142850070

Signature of
Role Plan administrator
Date 2012-06-18
Name of individual signing SHERIDAN ASSET MANAGEMENT
SHERIDAN ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2010 010631944 2011-06-15 SHERIDAN ASSET MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVENUE, SUITE 311, WHITE PLAINS, NY, 10604

Plan administrator’s name and address
Administrator’s EIN 010631944
Plan administrator’s name SHERIDAN ASSET MANAGEMENT
Plan administrator’s address 1025 WESTCHESTER AVENUE, SUITE 311, WHITE PLAINS, NY, 10604
Administrator’s telephone number 9142850070

Signature of
Role Plan administrator
Date 2011-06-15
Name of individual signing SHERIDAN ASSET MANAGEMENT
SHERIDAN ASSET MANAGEMENT LLC 2009 010631944 2010-06-04 SHERIDAN ASSET MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9142850070
Plan sponsor’s address 1025 WESTCHESTER AVENUE, SUITE 311, WHITE PLAINS, NY, 10604

Plan administrator’s name and address
Administrator’s EIN 010631944
Plan administrator’s name SHERIDAN ASSET MANAGEMENT
Plan administrator’s address 1025 WESTCHESTER AVENUE, SUITE 311, WHITE PLAINS, NY, 10604
Administrator’s telephone number 9142850070

Signature of
Role Plan administrator
Date 2010-06-04
Name of individual signing SHERIDAN ASSET MANAGEMENT

Agent

Name Role Address
CHRISTOPHER J. MORRISSEY Agent 1025 WESTCHESTER AVE SUITE 311, WHITE PLAINS, NY, 10604

DOS Process Agent

Name Role Address
SHERIDAN CAPITAL ADVISORS, LLC DOS Process Agent ATTN: CHRISTOPHER J. MORRISSEY, 1025 WESTCHESTER AVE SUITE 311, WHITE PLAINS, NY, United States, 10604

Filings

Filing Number Date Filed Type Effective Date
130621002193 2013-06-21 BIENNIAL STATEMENT 2013-06-01
110624002259 2011-06-24 BIENNIAL STATEMENT 2011-06-01
090610002059 2009-06-10 BIENNIAL STATEMENT 2009-06-01
070620002170 2007-06-20 BIENNIAL STATEMENT 2007-06-01
050919000052 2005-09-19 AFFIDAVIT OF PUBLICATION 2005-09-19
050919000050 2005-09-19 AFFIDAVIT OF PUBLICATION 2005-09-19
050614000928 2005-06-14 APPLICATION OF AUTHORITY 2005-06-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3054217705 2020-05-01 0202 PPP 1025 Westchester Avenue, Suite 311, White Plains, NY, 10604
Loan Status Date 2021-07-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 87397
Loan Approval Amount (current) 87397
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address White Plains, WESTCHESTER, NY, 10604-1001
Project Congressional District NY-17
Number of Employees 4
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 88305.83
Forgiveness Paid Date 2021-05-19

Related by officers

CHRISTOPHER J. MORRISSEY

SHERIDAN OPPORTUNITY FUND II, L.P. SHERIDAN OPPORTUNITY FUND, L.P. SHERIDAN OPPORTUNITY FUND L.P. SHERIDAN SHORT DURATION FUND I, L.P.

Related by address

No related companies by address

Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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