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  5. BAY STREET ADVISORS LLC

BAY STREET ADVISORS LLC

Company Details

Name: BAY STREET ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Mar 2009 (16 years ago)
Entity Number: 3789652
ZIP code: 10017
County: New York
Place of Formation: New York
Address: 675 3RD AVENUE, 10TH FLOOR, NEW YORK, NY, United States, 10017

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BAY STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 270156241 2024-04-30 BAY STREET ADVISORS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2024-04-30
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 270156241 2023-04-03 BAY STREET ADVISORS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2023-04-03
Name of individual signing BAY STREET ADVISORS LLC
BAY STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 270156241 2022-04-21 BAY STREET ADVISORS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2022-04-21
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 270156241 2021-06-15 BAY STREET ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 270156241 2020-05-07 BAY STREET ADVISORS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2020-05-07
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 270156241 2019-04-25 BAY STREET ADVISORS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2019-04-25
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 270156241 2018-06-28 BAY STREET ADVISORS LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2018-06-28
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 270156241 2018-08-06 BAY STREET ADVISORS LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 675 3RD AVE 10TH FLOOR, MANHATTAN, NY, 100171016

Signature of
Role Plan administrator
Date 2018-08-06
Name of individual signing LAWRENCE BAUM
BAY STREET ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2015 270156241 2016-09-13 BAY STREET ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6462784341
Plan sponsor’s address 370 LEXINGTON SUITE 605, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2016-09-13
Name of individual signing LAWRENCE BAUM

DOS Process Agent

Name Role Address
LAWRENCE BAUM DOS Process Agent 675 3RD AVENUE, 10TH FLOOR, NEW YORK, NY, United States, 10017

History

Start date End date Type Value
2016-11-15 2017-03-06 Address 370 LEXINGTON AVE, RM 605, NEW YORK, NY, 10017, USA (Type of address: Service of Process)
2009-03-24 2016-11-15 Address ATTN: JOEL HANDEL, ESQ., 620 EIGHTH AVENUE, NEW YORK, NY, 10018, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210305060542 2021-03-05 BIENNIAL STATEMENT 2021-03-01
190311060409 2019-03-11 BIENNIAL STATEMENT 2019-03-01
170306006633 2017-03-06 BIENNIAL STATEMENT 2017-03-01
161115006266 2016-11-15 BIENNIAL STATEMENT 2015-03-01
110510002875 2011-05-10 BIENNIAL STATEMENT 2011-03-01
090521000618 2009-05-21 CERTIFICATE OF PUBLICATION 2009-05-21
090511000665 2009-05-11 CERTIFICATE OF AMENDMENT 2009-05-11
090324000005 2009-03-24 ARTICLES OF ORGANIZATION 2009-03-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7322088607 2021-03-23 0202 PPS 675 3rd Ave Fl 10, New York, NY, 10017-5700
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 298750
Loan Approval Amount (current) 298750
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 New York, NEW YORK, NY, 10017-5700
Project Congressional District NY-12
Number of Employees 14
NAICS code 561312
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 301027.14
Forgiveness Paid Date 2022-01-03
2242677107 2020-04-10 0202 PPP 675 THIRD AVENUE 10TH FLOOR, NEW YORK, NY, 10017-5704
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 324170.77
Loan Approval Amount (current) 324170.77
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 New Business or 2 years or less
Project Address NEW YORK, NEW YORK, NY, 10017-5704
Project Congressional District NY-12
Number of Employees 14
NAICS code 561312
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 328168.34
Forgiveness Paid Date 2021-07-08

Related by officers

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Related by address

No related companies by address

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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