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ROLAND BRENES INSURANCE AGENCY, INC.

Company Details

Name: ROLAND BRENES INSURANCE AGENCY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Aug 2007 (18 years ago)
Entity Number: 3561822
ZIP code: 10509
County: Putnam
Place of Formation: New York
Address: 81 PUMPHOUSE RD, BREWSTER, NY, United States, 10509
Principal Address: 1525 RTE 22, STE 1, BREWSTER, NY, United States, 10509

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROLAND BRENES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2023 260865861 2024-06-11 ROLAND BRENES INSURANCE AGENCY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8452798899
Plan sponsor’s address 1525 ROUTE 22 STE 1, BREWSTER, NY, 105094041

Signature of

Role Plan administrator
Date 2024-06-11
Name of individual signing ROLAND H BRENES
ROLAND BRENES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2022 260865861 2023-07-11 ROLAND BRENES INSURANCE AGENCY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8452798899
Plan sponsor’s address 1525 ROUTE 22 STE 1, BREWSTER, NY, 105094041

Signature of

Role Plan administrator
Date 2023-07-11
Name of individual signing ROLAND H BRENES
ROLAND BRENES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2021 260865861 2022-07-14 ROLAND BRENES INSURANCE AGENCY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8452798899
Plan sponsor’s address 1525 ROUTE 22 STE 1, BREWSTER, NY, 105094041

Signature of

Role Plan administrator
Date 2022-07-14
Name of individual signing ROLAND H BRENES
ROLAND BRENES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2020 260865861 2021-07-12 ROLAND BRENES INSURANCE AGENCY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8452798899
Plan sponsor’s address 1525 ROUTE 22 STE 1, BREWSTER, NY, 105094041

Signature of

Role Plan administrator
Date 2021-07-12
Name of individual signing ROLAND H BRENES
ROLAND BRENES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2019 260865861 2020-06-24 ROLAND BRENES INSURANCE AGENCY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8452798899
Plan sponsor’s address 1525 ROUTE 22 STE 1, BREWSTER, NY, 105094041

Signature of

Role Plan administrator
Date 2020-06-24
Name of individual signing ROLAND H BRENES

Chief Executive Officer

Name Role Address
ROLAND H BRENES Chief Executive Officer 81 PUMPHOUSE RD, BREWSTER, NY, United States, 10509

DOS Process Agent

Name Role Address
ROLAND H BRENES DOS Process Agent 81 PUMPHOUSE RD, BREWSTER, NY, United States, 10509

History

Start date End date Type Value
2007-08-29 2009-08-10 Address 49 PLEASANT DR., BREWSTER, NY, 10509, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
130819002359 2013-08-19 BIENNIAL STATEMENT 2013-08-01
110815002349 2011-08-15 BIENNIAL STATEMENT 2011-08-01
090810002827 2009-08-10 BIENNIAL STATEMENT 2009-08-01
070829000226 2007-08-29 CERTIFICATE OF INCORPORATION 2007-08-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2574917201 2020-04-16 0202 PPP 1525 ROUTE 22 STE 1, BREWSTER, NY, 10509
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 38905
Loan Approval Amount (current) 38905
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 BREWSTER, PUTNAM, NY, 10509-0001
Project Congressional District NY-17
Number of Employees 3
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 39414.42
Forgiveness Paid Date 2021-08-12

Date of last update: 28 Mar 2025

Sources: New York Secretary of State