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  5. JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC

JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC

Company Details

Name: JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Nov 2005 (19 years ago)
Entity Number: 3276595
ZIP code: 12065
County: Saratoga
Place of Formation: New York
Address: 531 MOE ROAD, CLIFTON PARK, NY, United States, 12065

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2023 203734746 2024-08-13 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2022 203734746 2023-08-18 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2021 203734746 2022-09-01 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2022-09-01
Name of individual signing JOSEPH ROBERTO
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2020 203734746 2021-08-18 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2021-08-18
Name of individual signing JOSEPH ROBERTO
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2019 203734746 2020-07-15 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing JOSEPH ROBERTO
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2018 203734746 2019-08-26 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2019-08-26
Name of individual signing JOSEPH ROBERTO
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2017 203734746 2018-07-24 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing JOSEPH ROBERTO
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2016 203734746 2017-09-12 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2017-09-12
Name of individual signing JOSEPH ROBERTO
JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 401(K) PLAN 2015 203734746 2016-07-21 JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-06-01
Business code 621210
Sponsor’s telephone number 5183718206
Plan sponsor’s address 531 MOE ROAD, CLIFTON PARK, NY, 12065

Signature of
Role Plan administrator
Date 2016-07-21
Name of individual signing JOSEPH ROBERTO

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 531 MOE ROAD, CLIFTON PARK, NY, United States, 12065

Filings

Filing Number Date Filed Type Effective Date
191107060526 2019-11-07 BIENNIAL STATEMENT 2019-11-01
171107006506 2017-11-07 BIENNIAL STATEMENT 2017-11-01
151104006337 2015-11-04 BIENNIAL STATEMENT 2015-11-01
131105006210 2013-11-05 BIENNIAL STATEMENT 2013-11-01
111129002570 2011-11-29 BIENNIAL STATEMENT 2011-11-01
091030002061 2009-10-30 BIENNIAL STATEMENT 2009-11-01
071106002278 2007-11-06 BIENNIAL STATEMENT 2007-11-01
060413000799 2006-04-13 AFFIDAVIT OF PUBLICATION 2006-04-13
060413000789 2006-04-13 AFFIDAVIT OF PUBLICATION 2006-04-13
051103000008 2005-11-03 ARTICLES OF ORGANIZATION 2005-11-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5750578402 2021-02-09 0248 PPS 531 Moe Rd, Clifton Park, NY, 12065-3807
Loan Status Date 2022-01-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 173015
Loan Approval Amount (current) 173015
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49989
Servicing Lender Name NBT Bank, National Association
Servicing Lender Address 52 S Broad St, NORWICH, NY, 13815-1646
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clifton Park, SARATOGA, NY, 12065-3807
Project Congressional District NY-20
Number of Employees 13
NAICS code 621210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 49989
Originating Lender Name NBT Bank, National Association
Originating Lender Address NORWICH, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 174413.34
Forgiveness Paid Date 2021-12-09
8351327201 2020-04-28 0248 PPP 531 Moe Road, CLIFTON PARK, NY, 12065
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 173015
Loan Approval Amount (current) 173015
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49989
Servicing Lender Name NBT Bank, National Association
Servicing Lender Address 52 S Broad St, NORWICH, NY, 13815-1646
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLIFTON PARK, SARATOGA, NY, 12065-0001
Project Congressional District NY-20
Number of Employees 13
NAICS code 621210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 49989
Originating Lender Name NBT Bank, National Association
Originating Lender Address NORWICH, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 174820.99
Forgiveness Paid Date 2021-05-21

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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