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  5. TAP ADVISORS LLC

TAP ADVISORS LLC

Company Details

Name: TAP ADVISORS LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Aug 2009 (16 years ago)
Entity Number: 3844290
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 390 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAP ADVISORS LLC CASH BALANCE PLAN 2023 270645708 2024-10-29 TAP ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 505 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022
TAP ADVISORS LLC CASH BALANCE PLAN 2023 270645708 2024-05-09 TAP ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 767 FIFTH AVENUE, 18TH FL., NEW YORK, NY, 10153
TAP ADVISORS LLC PROFIT SHARING PLAN 2023 270645708 2024-09-16 TAP ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 505 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2024-09-16
Name of individual signing FREDERICK TERRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-16
Name of individual signing FREDERICK TERRY
Valid signature Filed with authorized/valid electronic signature
TAP ADVISORS LLC CASH BALANCE PLAN 2022 270645708 2023-08-30 TAP ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 767 FIFTH AVENUE, 18TH FL., NEW YORK, NY, 10153
TAP ADVISORS LLC PROFIT SHARING PLAN 2022 270645708 2023-09-12 TAP ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 767 FIFTH AVENUE, 18TH FL., NEW YORK, NY, 10153

Signature of
Role Plan administrator
Date 2023-09-12
Name of individual signing FREDERICK TERRY
Role Employer/plan sponsor
Date 2023-09-12
Name of individual signing FREDERICK TERRY
TAP ADVISORS LLC PROFIT SHARING PLAN 2021 270645708 2022-09-12 TAP ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 767 FIFTH AVENUE, 18TH FL., NEW YORK, NY, 10153

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing FREDERICK TERRY
Role Employer/plan sponsor
Date 2022-09-12
Name of individual signing FREDERICK TERRY
TAP ADVISORS LLC CASH BALANCE PLAN 2021 270645708 2022-09-08 TAP ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 767 FIFTH AVENUE, 18TH FL., NEW YORK, NY, 10153
TAP ADVISORS LLC CASH BALANCE PLAN 2020 270645708 2021-09-08 TAP ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 390 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022
TAP ADVISORS LLC PROFIT SHARING PLAN 2020 270645708 2021-09-19 TAP ADVISORS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 767 FIFTH AVENUE, 18TH FL., NEW YORK, NY, 10153

Signature of
Role Plan administrator
Date 2021-09-19
Name of individual signing FREDERICK TERRY
Role Employer/plan sponsor
Date 2021-09-19
Name of individual signing FREDERICK TERRY
TAP ADVISORS LLC CASH BALANCE PLAN 2019 270645708 2020-09-24 TAP ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2129099007
Plan sponsor’s address 390 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022

DOS Process Agent

Name Role Address
TAP ADVISORS LLC DOS Process Agent 390 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
2013-08-05 2017-08-03 Address 152 WEST 57TH STREET, 34TH FLOOR, NEW YORK, NY, 10019, USA (Type of address: Service of Process)
2009-08-12 2009-08-12 Name TAP LLC
2009-08-12 2009-10-14 Name TAP LLC
2009-08-12 2013-08-05 Address 375 PARK AVE STE 1307, NEW YORK, NY, 10152, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190805062314 2019-08-05 BIENNIAL STATEMENT 2019-08-01
170803007006 2017-08-03 BIENNIAL STATEMENT 2017-08-01
150803007864 2015-08-03 BIENNIAL STATEMENT 2015-08-01
130805006577 2013-08-05 BIENNIAL STATEMENT 2013-08-01
110808002778 2011-08-08 BIENNIAL STATEMENT 2011-08-01
091014000709 2009-10-14 CERTIFICATE OF AMENDMENT 2009-10-14
090812000662 2009-08-12 APPLICATION OF AUTHORITY 2009-08-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9959277006 2020-04-09 0202 PPP 390 Park Avenue, 9th Floor, New York, NY, 10022
Loan Status Date 2022-02-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 422900
Loan Approval Amount (current) 450900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 224780
Servicing Lender Name New York Business Development Corporation
Servicing Lender Address 50 Beaver Street, Albany, NY, 12207-1538
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, 10022-0001
Project Congressional District NY-12
Number of Employees 21
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 224780
Originating Lender Name New York Business Development Corporation
Originating Lender Address Albany, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 456261.39
Forgiveness Paid Date 2021-06-28
7707178600 2021-03-24 0202 PPS 767 5th Ave Fl 18, New York, NY, 10153-0001
Loan Status Date 2022-04-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 490182
Loan Approval Amount (current) 490182
Undisbursed Amount 0
Franchise Name -
Lender Location ID 224780
Servicing Lender Name New York Business Development Corporation
Servicing Lender Address 50 Beaver Street, Albany, NY, 12207-1538
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, 10153-0001
Project Congressional District NY-12
Number of Employees 22
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 224780
Originating Lender Name New York Business Development Corporation
Originating Lender Address Albany, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 494291.47
Forgiveness Paid Date 2022-02-03

Related by officers

No related officers

Related by address

390 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, United States, 10022

TAP SECURITIES LLC

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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