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  5. PROVIDENT WEALTH ADVISORS, LLC

PROVIDENT WEALTH ADVISORS, LLC

Company Details

Name: PROVIDENT WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Mar 2006 (19 years ago)
Entity Number: 3332987
ZIP code: 11516
County: Nassau
Place of Formation: Delaware
Address: 445 CENTRAL AVE STE 201, CEDARHURST, NY, United States, 11516

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROVIDENT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 204820053 2019-09-27 PROVIDENT WEALTH ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2019-09-27
Name of individual signing GLENN FISHMAN
PROVIDENT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 204820053 2018-10-15 PROVIDENT WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing GLENN FISHMAN
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing GLENN FISHMAN
PROVIDENT WEALTH ADVISORS, LLC DEFINED BENEFIT PLAN 2017 204820053 2018-10-15 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing GLENN AKIVA FISHMAN
PROVIDENT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 204820053 2017-10-13 PROVIDENT WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2017-10-13
Name of individual signing GLENN FISHMAN
PROVIDENT WEALTH ADVISORS, LLC DEFINED BENEFIT PLAN 2016 204820053 2017-10-13 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2017-10-13
Name of individual signing GLENN AKIVA FISHMAN
PROVIDENT WEALTH ADVISORS, LLC DEFINED BENEFIT PLAN 2015 204820053 2016-10-05 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2016-10-05
Name of individual signing GLENN AKIVA FISHMAN
Role Employer/plan sponsor
Date 2016-10-05
Name of individual signing GLENN AKIVA FISHMAN
PROVIDENT WEALTH ADVISORS, LLC DEFINED BENEFIT PLAN 2014 204820053 2015-10-07 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing GLENN FISHMAN
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing GLENN FISHMAN
PROVIDENT WEALTH ADVISORS, LLC DEFINED BENEFIT PLAN 2013 204820053 2014-10-14 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing GLENN FISHMAN
Role Employer/plan sponsor
Date 2014-10-13
Name of individual signing GLENN FISHMAN
PROVIDENT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 204820053 2014-10-13 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 930 BROADWAY, WOODMERE, NY, 11598

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing GLENN A FISHMAN
Role Employer/plan sponsor
Date 2014-10-13
Name of individual signing GLENN A FISHMAN
PROVIDENT WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN 2012 204820053 2013-08-09 PROVIDENT WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5163740350
Plan sponsor’s address 445 CENTRAL AVE UNIT 201, CEDARHURST, NY, 115162026

Signature of
Role Plan administrator
Date 2013-08-09
Name of individual signing GLENN FISHMAN

DOS Process Agent

Name Role Address
C/O FISHMAN ASSOCIATES DOS Process Agent 445 CENTRAL AVE STE 201, CEDARHURST, NY, United States, 11516

Filings

Filing Number Date Filed Type Effective Date
080228002190 2008-02-28 BIENNIAL STATEMENT 2008-03-01
061107000567 2006-11-07 CERTIFICATE OF PUBLICATION 2006-11-07
060313000613 2006-03-13 APPLICATION OF AUTHORITY 2006-03-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7992308502 2021-03-08 0235 PPS 930 Broadway, Woodmere, NY, 11598-1766
Loan Status Date 2021-11-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20800
Loan Approval Amount (current) 20800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Woodmere, NASSAU, NY, 11598-1766
Project Congressional District NY-04
Number of Employees 1
NAICS code 524210
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 20925.38
Forgiveness Paid Date 2021-10-20
1453337410 2020-05-04 0235 PPP 930 Broadway, WOODMERE, NY, 11598
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20800
Loan Approval Amount (current) 20800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WOODMERE, NASSAU, NY, 11598-0001
Project Congressional District NY-04
Number of Employees 1
NAICS code 524210
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 20971.6
Forgiveness Paid Date 2021-03-05

Related by officers

C/O FISHMAN ASSOCIATES

LIFE SOLUTIONS INTERNATIONAL, LLC

Related by address

No related companies by address

Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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