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  5. TALIS EQUITY, LLC

TALIS EQUITY, LLC

Company Details

Name: TALIS EQUITY, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jul 2009 (16 years ago)
Entity Number: 3836438
ZIP code: 14103
County: Orleans
Place of Formation: New York
Address: ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, United States, 14103

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TALIS EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 270727892 2024-10-15 TALIS EQUITY LLC 191
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVE STE 201, MEDINA, NY, 141031078

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing MICHELLE KLOTZBACH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing MICHELLE KLOTZBACH
Valid signature Filed with authorized/valid electronic signature
TALIS EQUITY LLC 401K PROFIT SHARING PLAN & TRUST 2022 270727892 2023-10-16 TALIS EQUITY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVE STE 201, MEDINA, NY, 141031078

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing MICHELLE KLOTZBACH
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 270727892 2022-08-01 TALIS EQUITY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 270727892 2021-07-19 TALIS EQUITY LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2021-07-19
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 270727892 2020-07-14 TALIS EQUITY LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY LLC 401 K PROFIT SHARING PLAN TRUST 2018 270727892 2019-07-22 TALIS EQUITY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY LLC 401 K PROFIT SHARING PLAN TRUST 2017 270727892 2018-07-27 TALIS EQUITY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY LLC 401 K PROFIT SHARING PLAN TRUST 2016 270727892 2017-07-27 TALIS EQUITY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7168307567
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing MICHELLE KLOTZBACH
TALIS EQUITY INC 401 K PROFIT SHARING PLAN TRUST 2015 270727892 2016-07-08 TALIS EQUITY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7163104492
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2016-07-08
Name of individual signing LINDA LIMINA
TALIS EQUITY INC 401 K PROFIT SHARING PLAN TRUST 2014 270727892 2015-08-10 TALIS EQUITY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 339110
Sponsor’s telephone number 7163104492
Plan sponsor’s address 711 PARK AVENUE STE 201, MEDINA, NY, 14103

Signature of
Role Plan administrator
Date 2015-08-10
Name of individual signing HEATHER SCHRADER

DOS Process Agent

Name Role Address
TALIS EQUITY, LLC DOS Process Agent ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, United States, 14103

History

Start date End date Type Value
2017-07-05 2023-08-15 Address ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2017-03-24 2017-07-05 Address ATTN: LISA TOMBARI, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2012-10-03 2013-02-27 Name TOP DOT EQUITY PARTNERS, LLC
2011-09-01 2017-03-24 Address ATTN: LINDA LIMINA, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2011-04-26 2012-10-03 Name AXIOM EQUITY PARTNERS, LLC
2009-07-22 2011-09-01 Address ATTN: ROGER L. HUNGERFORD, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2009-07-22 2011-04-26 Name RLH ENTERPRISES, LLC

Filings

Filing Number Date Filed Type Effective Date
230815000387 2023-08-15 BIENNIAL STATEMENT 2023-07-01
220409001259 2022-04-09 BIENNIAL STATEMENT 2021-07-01
170705006534 2017-07-05 BIENNIAL STATEMENT 2017-07-01
170324006175 2017-03-24 BIENNIAL STATEMENT 2015-07-01
130805002308 2013-08-05 BIENNIAL STATEMENT 2013-07-01
130227000307 2013-02-27 CERTIFICATE OF AMENDMENT 2013-02-27
121003000298 2012-10-03 CERTIFICATE OF AMENDMENT 2012-10-03
110901002873 2011-09-01 BIENNIAL STATEMENT 2011-07-01
110426000640 2011-04-26 CERTIFICATE OF AMENDMENT 2011-04-26
100816000657 2010-08-16 CERTIFICATE OF PUBLICATION 2010-08-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5280857107 2020-04-13 0296 PPP 711 Park Avenue, MEDINA, NY, 14103-1036
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 179073
Loan Approval Amount (current) 179073
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Unanswered
Project Address MEDINA, ORLEANS, NY, 14103-1036
Project Congressional District NY-24
Number of Employees 14
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 181476.99
Forgiveness Paid Date 2021-08-26

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Related by address

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Date of last update: 10 Mar 2025

Sources: New York Secretary of State

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