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  5. S. GOLDMAN ADVISORS, LLC

S. GOLDMAN ADVISORS, LLC

Company Details

Name: S. GOLDMAN ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Oct 2005 (20 years ago)
Entity Number: 3271375
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 641 LEXINGTON AVE, 18TH FL, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2023 200507039 2024-07-25 S. GOLDMAN ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 599 LEXINGTON AVE FL 35A, NEW YORK, NY, 100226130

Signature of
Role Plan administrator
Date 2024-07-25
Name of individual signing GERRY JAEGER
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2022 200507039 2023-07-26 S. GOLDMAN ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 599 LEXINGTON AVE FL 35A, NEW YORK, NY, 100226130

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing GERALD JAEGER
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2021 200507039 2022-08-23 S. GOLDMAN ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 599 LEXINGTON AVE FL 35A, NEW YORK, NY, 100226130

Signature of
Role Plan administrator
Date 2022-08-23
Name of individual signing GERALD JAEGER
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2020 200507039 2021-08-24 S. GOLDMAN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 599 LEXINGTON AVE FL 35A, NEW YORK, NY, 100226130

Signature of
Role Plan administrator
Date 2021-08-23
Name of individual signing GERALD JAEGER
S. GOLDMAN CAPITAL LLC 401(K) PLAN 2019 208303758 2020-07-02 S. GOLDMAN ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 208303758
Plan administrator’s name S. GOLDMAN ADVISORS LLC
Plan administrator’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2124045732

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing GERALD JAEGER
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2019 200507039 2020-07-02 S. GOLDMAN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 200507039
Plan administrator’s name S. GOLDMAN ADVISORS LLC
Plan administrator’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2124045732

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing GERALD JAEGER
S. GOLDMAN CAPITAL LLC 401(K) PLAN 2018 208303758 2019-09-26 S. GOLDMAN ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 208303758
Plan administrator’s name S. GOLDMAN ADVISORS LLC
Plan administrator’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2124045732

Signature of
Role Plan administrator
Date 2019-09-26
Name of individual signing GERALD JAEGER
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2018 200507039 2019-09-26 S. GOLDMAN ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 200507039
Plan administrator’s name S. GOLDMAN ADVISORS LLC
Plan administrator’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2124045732

Signature of
Role Plan administrator
Date 2019-09-26
Name of individual signing GERALD JAEGER
S. GOLDMAN ADVISORS LLC 401(K) PLAN 2017 200507039 2018-10-08 S. GOLDMAN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 200507039
Plan administrator’s name S. GOLDMAN ADVISORS LLC
Plan administrator’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2124045732

Signature of
Role Plan administrator
Date 2018-10-07
Name of individual signing GERALD JAEGER
S. GOLDMAN CAPITAL LLC 401(K) PLAN 2017 208303758 2018-10-08 S. GOLDMAN ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 2124045732
Plan sponsor’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 208303758
Plan administrator’s name S. GOLDMAN ADVISORS LLC
Plan administrator’s address 825 THIRD AVENUE, 34TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2124045732

Signature of
Role Plan administrator
Date 2018-10-07
Name of individual signing GERALD JAEGER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 641 LEXINGTON AVE, 18TH FL, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
2005-10-20 2007-11-19 Address 641 LEXINGTON AVENUE 25TH FLR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
091005002444 2009-10-05 BIENNIAL STATEMENT 2009-10-01
071119002126 2007-11-19 BIENNIAL STATEMENT 2007-10-01
051020000924 2005-10-20 APPLICATION OF AUTHORITY 2005-10-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1653387103 2020-04-10 0202 PPP 599 Lexington Avenue, Floor 35A 0.0, New York, NY, 10022-7664
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 83332
Loan Approval Amount (current) 83332
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 New York, NEW YORK, NY, 10022-0001
Project Congressional District NY-12
Number of Employees 4
NAICS code 523120
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 Non-Veteran
Forgiveness Amount 84110.09
Forgiveness Paid Date 2021-03-22

Related by officers

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Related by address

641 LEXINGTON AVE, 18TH FL, NEW YORK, NY, United States, 10022

VANERIA & SESTI LLP

Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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