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PBJ WEALTH MANAGEMENT, LLC

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Company Details

Name: PBJ WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 30 Oct 2008 (17 years ago)
Entity Number: 3737695
ZIP code: 13219
County: Onondaga
Place of Formation: New York
Address: 109 DRAPER AVE, SYRACUES, NY, United States, 13219

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 109 DRAPER AVE, SYRACUES, NY, United States, 13219

Form 5500 Series

Employer Identification Number (EIN):
611573766
Plan Year:
2024
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2010
Number Of Participants:
0
Sponsors Telephone Number:

History

Start date End date Type Value
2008-10-30 2012-11-02 Address SUITE 103, 126 NORTH SALINA STREET, SYRACUSE, NY, 13202, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
201001060600 2020-10-01 BIENNIAL STATEMENT 2020-10-01
121102002261 2012-11-02 BIENNIAL STATEMENT 2012-10-01
101026002163 2010-10-26 BIENNIAL STATEMENT 2010-10-01
081030000457 2008-10-30 ARTICLES OF ORGANIZATION 2008-10-30

USAspending Awards / Financial Assistance

Date:
2021-03-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
35500.00
Total Face Value Of Loan:
35500.00
Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
35500.00
Total Face Value Of Loan:
35500.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$35,500
Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$35,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$35,913.36
Servicing Lender:
KeyBank National Association
Use of Proceeds:
Payroll: $35,500
Jobs Reported:
2
Initial Approval Amount:
$35,500
Date Approved:
2021-03-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$35,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$35,786.92
Servicing Lender:
KeyBank National Association
Use of Proceeds:
Payroll: $35,495
Utilities: $1

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State