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  5. HELBRAUN & LEVEY LLP

HELBRAUN & LEVEY LLP

Company Details

Name: HELBRAUN & LEVEY LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 18 Nov 2009 (15 years ago)
Entity Number: 3880278
ZIP code: 10038
County: Blank
Place of Formation: New York
Address: 110 WILLIAM ST, STE 1410, NEW YORK, NY, United States, 10038

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HELBRAUN & LEVEY, LLP 401(K) PLAN 2023 133310114 2024-10-02 HELBRAUN & LEVEY LLP 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191993
Plan sponsor’s address 40 FULTON STREET, 28TH FLOOR, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing ALLYSUN REDMOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-02
Name of individual signing ALLYSUN REDMOND
Valid signature Filed with authorized/valid electronic signature
HELBRAUN & LEVEY, LLP 401(K) PLAN 2022 133310114 2023-09-25 HELBRAUN & LEVEY LLP 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191993
Plan sponsor’s address 40 FULTON STREET, 28TH FLOOR, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2023-09-25
Name of individual signing BETHANY RICE
Role Employer/plan sponsor
Date 2023-09-25
Name of individual signing BETHANY RICE
HELBRAUN & LEVEY, LLP 401(K) PLAN 2021 133310114 2022-09-19 HELBRAUN & LEVEY LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191993
Plan sponsor’s address 40 FULTON STREET, 28TH FLOOR, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing BETHANY RICE
Role Employer/plan sponsor
Date 2022-09-19
Name of individual signing BETHANY RICE
HELBRAUN & LEVEY, LLP 401(K) PLAN 2020 133310114 2021-10-11 HELBRAUN & LEVEY, LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191993
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1410, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing DAVID HELBRAUN
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing DAVID HELBRAUN
HELBRAUN & LEVEY, LLP 401(K) PLAN 2019 133310114 2020-10-14 HELBRAUN & LEVEY, LLP 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191993
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1410, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing JOSEPH R. LEVEY
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing JOSEPH R. LEVEY
HELBRAUN & LEVEY, LLP 401(K) PLAN 2018 133310114 2019-10-03 HELBRAUN & LEVEY, LLP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191993
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1410, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing JOSEPH LEVEY
Role Employer/plan sponsor
Date 2019-10-03
Name of individual signing JOSEPH LEVEY
HELBRAUN & LEVEY, LLP 401(K) PLAN 2017 271420384 2018-10-10 HELBRAUN & LEVEY, LLP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191193
Plan sponsor’s address 110 WILLIAM ST, NEW YORK, NY, 10038

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing JOSEPH LEVEY
HELBRAUN & LEVEY LLP PROFIT SHARING/401(K) PLAN 2016 271420384 2017-09-13 HELBRAUN & LEVEY LLP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 2122191193
Plan sponsor’s address 110 WILLIAMS STREET, SUITE #1410, NEW YORK, NY, 10038

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 110 WILLIAM ST, STE 1410, NEW YORK, NY, United States, 10038

History

Start date End date Type Value
2015-01-16 2025-01-15 Address 110 WILLIAM ST, STE 1410, NEW YORK, NY, 10038, USA (Type of address: Service of Process)
2012-02-02 2016-05-06 Name HELBRAUN LEVEY & O'DONOGHUE LLP
2009-11-18 2012-02-02 Name HELBRAUN & LEVEY LLP
2009-11-18 2015-01-16 Address 110 WILLIAM STREET, STE 1410, NEW YORK, NY, 10038, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250115001039 2025-01-15 FIVE YEAR STATEMENT 2025-01-15
190917002001 2019-09-17 FIVE YEAR STATEMENT 2019-11-01
160506000290 2016-05-06 CERTIFICATE OF AMENDMENT 2016-05-06
150116002015 2015-01-16 FIVE YEAR STATEMENT 2014-11-01
120202000635 2012-02-02 CERTIFICATE OF AMENDMENT 2012-02-02
091118000760 2009-11-18 NOTICE OF REGISTRATION 2009-11-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2506797200 2020-04-16 0202 PPP 110 WILLIAM ST RM 1410, NEW YORK, NY, 10038
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 349930
Loan Approval Amount (current) 349930
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, 10038-0001
Project Congressional District NY-10
Number of Employees 17
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 353959.44
Forgiveness Paid Date 2021-06-15
2420308308 2021-01-20 0202 PPS 110 William St Rm 1410, New York, NY, 10038-3911
Loan Status Date 2022-04-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 350750
Loan Approval Amount (current) 350750
Undisbursed Amount 0
Franchise Name -
Lender Location ID 440858
Servicing Lender Name DR Bank
Servicing Lender Address 1001 Post Rd, DARIEN, CT, 06820-4553
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, 10038-3911
Project Congressional District NY-10
Number of Employees 16
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 440858
Originating Lender Name DR Bank
Originating Lender Address DARIEN, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 353273.45
Forgiveness Paid Date 2021-11-03

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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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