| Name: | TRUMAN CAPITAL ADVISORS, LP |
| Jurisdiction: | New York |
| Legal type: | FOREIGN LIMITED PARTNERSHIP |
| Status: | Active |
| Date of registration: | 27 Jun 2008 (17 years ago) |
| Entity Number: | 3690582 |
| ZIP code: | 10005 |
| County: | Westchester |
| Place of Formation: | Delaware |
| Address: | 28 LIBERTY ST., NEW YORK, NY, United States, 10005 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUMAN CAPITAL ADVISORS 401K PLAN | 2012 | 320251511 | 2013-10-15 | TRUMAN CAPITAL ADVISORS, LP | 18 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Administrator’s EIN | 320251511 |
| Plan administrator’s name | TRUMAN CAPITAL ADVISORS, LP |
| Plan administrator’s address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
| Administrator’s telephone number | 9147307000 |
Number of participants as of the end of the plan year
| Active participants | 16 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 2 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 18 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2013-10-15 |
| Name of individual signing | WILLIAM MEEKS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2013-10-15 |
| Name of individual signing | WILLIAM MEEKS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-02-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 9147307000 |
| Plan sponsor’s mailing address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
| Plan sponsor’s address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
Plan administrator’s name and address
| Administrator’s EIN | 320251511 |
| Plan administrator’s name | TRUMAN CAPITAL ADVISORS, LP |
| Plan administrator’s address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
| Administrator’s telephone number | 9147307000 |
Number of participants as of the end of the plan year
| Active participants | 16 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 2 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 18 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2012-06-28 |
| Name of individual signing | WILLIAM MEEKS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-02-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 9147307000 |
| Plan sponsor’s mailing address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
| Plan sponsor’s address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
Plan administrator’s name and address
| Administrator’s EIN | 320251511 |
| Plan administrator’s name | TRUMAN CAPITAL ADVISORS, LP |
| Plan administrator’s address | 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504 |
| Administrator’s telephone number | 9147307000 |
Number of participants as of the end of the plan year
| Active participants | 17 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 1 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 18 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2011-06-09 |
| Name of individual signing | WILLIAM MEEKS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| C T CORPORATION SYSTEM | Agent | 28 LIBERTY ST., NEW YORK, NY, 10005 |
| Name | Role | Address |
|---|---|---|
| C T CORPORATION SYSTEM | DOS Process Agent | 28 LIBERTY ST., NEW YORK, NY, United States, 10005 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2009-03-26 | 2019-01-28 | Address | 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent) |
| 2009-03-26 | 2019-01-28 | Address | 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process) |
| 2008-06-27 | 2009-03-26 | Address | 200 BUSINESS PARK DRIVE, SUITE 103, ARMONK, NY, 10504, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| SR-50196 | 2019-01-28 | CERTIFICATE OF CHANGE | 2019-01-28 |
| SR-50197 | 2019-01-28 | CERTIFICATE OF CHANGE | 2019-01-28 |
| 090326000889 | 2009-03-26 | CERTIFICATE OF CHANGE | 2009-03-26 |
| 081027000657 | 2008-10-27 | CERTIFICATE OF PUBLICATION | 2008-10-27 |
| 080627000725 | 2008-06-27 | APPLICATION OF AUTHORITY | 2008-06-27 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4740427104 | 2020-04-13 | 0202 | PPP | 200 Business Park Drive, ARMONK, NY, 10504 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 28 Mar 2025
Sources: New York Secretary of State
