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PRB WEALTH MANAGEMENT LLC

Company Details

Name: PRB WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 Jul 2010 (15 years ago)
Entity Number: 3974105
ZIP code: 10168
County: New York
Place of Formation: New York
Address: 122 EAST 42ND STREET, SUITE 1610, NEW YORK, NY, United States, 10168

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRB WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN 2017 273082120 2018-07-13 PRB WEALTH MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 2128677730
Plan sponsor’s address 122 EAST 42ND STREET, SUITE 1610, NEW YORK, NY, 10168
PRB WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN 2014 273082120 2015-07-02 PRB WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 2128677730
Plan sponsor’s address 122 EAST 42ND STREET, SUITE 1610, NEW YORK, NY, 10168

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 122 EAST 42ND STREET, SUITE 1610, NEW YORK, NY, United States, 10168

History

Start date End date Type Value
2013-11-14 2013-11-15 Address 121 EAST 42ND STREET, SUITE 1610, NEW YORK, NY, 10168, USA (Type of address: Service of Process)
2010-07-19 2013-11-14 Address 475 PARK AVENUE SOUTH,, 18TH FLOOR, NEW YORK, NY, 10016, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
131115000680 2013-11-15 CERTIFICATE OF CHANGE 2013-11-15
131114000514 2013-11-14 CERTIFICATE OF AMENDMENT 2013-11-14
120706006069 2012-07-06 BIENNIAL STATEMENT 2012-07-01
100920000627 2010-09-20 CERTIFICATE OF PUBLICATION 2010-09-20
100719000226 2010-07-19 ARTICLES OF ORGANIZATION 2010-07-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7926317108 2020-04-14 0202 PPP 122 EAST 42ND ST #1610, NEW YORK, NY, 10168
Loan Status Date 2021-10-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 201719
Loan Approval Amount (current) 201720
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
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, 10168-0001
Project Congressional District NY-12
Number of Employees 12
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 204577.7
Forgiveness Paid Date 2021-09-16

Date of last update: 27 Mar 2025

Sources: New York Secretary of State