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  5. PARAMOUNT SETTLEMENT PLANNING, LLC

PARAMOUNT SETTLEMENT PLANNING, LLC

Company Details

Name: PARAMOUNT SETTLEMENT PLANNING, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Apr 2011 (14 years ago)
Entity Number: 4079534
ZIP code: 14224
County: Erie
Place of Formation: New York
Address: 4134 SENECA STREET, WEST SENECA, NY, United States, 14224

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2023 800716936 2024-06-26 PARAMOUNT SETTLEMENT PLANNING, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 1090 UNION ROAD SUITE 230, WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2024-06-26
Name of individual signing JAMIE ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2022 800716936 2023-06-28 PARAMOUNT SETTLEMENT PLANNING, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 4134 SENECA ST., WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing PAUL ISAAC
Role Employer/plan sponsor
Date 2023-06-28
Name of individual signing JAMIE ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2021 800716936 2022-07-18 PARAMOUNT SETTLEMENT PLANNING, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 4134 SENECA ST., WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing PAUL ISAAC
Role Employer/plan sponsor
Date 2022-07-18
Name of individual signing JAMIE A ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2020 800716936 2021-05-12 PARAMOUNT SETTLEMENT PLANNING, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 4134 SENECA ST., WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2021-05-12
Name of individual signing PAUL ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2019 800716936 2020-06-09 PARAMOUNT SETTLEMENT PLANNING, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 4134 SENECA ST., WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2020-06-09
Name of individual signing PAUL ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2018 800716936 2019-05-15 PARAMOUNT SETTLEMENT PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 3686 SENECA ST. STE. 100, WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2019-05-15
Name of individual signing PAUL ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2017 800716936 2018-04-25 PARAMOUNT SETTLEMENT PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120127
Plan sponsor’s address 3686 SENECA ST. STE. 100, WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2018-04-25
Name of individual signing PAUL ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2016 800716936 2017-05-01 PARAMOUNT SETTLEMENT PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120721
Plan sponsor’s address 3686 SENECA STREET, WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2017-05-01
Name of individual signing PAUL ISAAC
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2015 800716936 2016-09-13 PARAMOUNT SETTLEMENT PLANNING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120721
Plan sponsor’s address 3686 SENECA STREET, WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2016-09-13
Name of individual signing PAUL DONOVAN
PARAMOUNT SETTLEMENT PLANNING, LLC RETIREMENT PLAN 2014 800716936 2015-07-30 PARAMOUNT SETTLEMENT PLANNING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7167120721
Plan sponsor’s address 3686 SENECA STREET, WEST SENECA, NY, 14224

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing PAUL ISAAC

DOS Process Agent

Name Role Address
PARAMOUNT SETTLEMENT PLANNING, LLC DOS Process Agent 4134 SENECA STREET, WEST SENECA, NY, United States, 14224

History

Start date End date Type Value
2011-04-11 2019-04-03 Address 3686 SENECA STREET, WEST SENECA, NY, 14224, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210505060188 2021-05-05 BIENNIAL STATEMENT 2021-04-01
190403060157 2019-04-03 BIENNIAL STATEMENT 2019-04-01
170419006038 2017-04-19 BIENNIAL STATEMENT 2017-04-01
150406006152 2015-04-06 BIENNIAL STATEMENT 2015-04-01
130410006140 2013-04-10 BIENNIAL STATEMENT 2013-04-01
110607000349 2011-06-07 CERTIFICATE OF PUBLICATION 2011-06-07
110411000104 2011-04-11 ARTICLES OF ORGANIZATION 2011-04-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5291007203 2020-04-27 0296 PPP 4134 Seneca Street, West Seneca, NY, 14224-0001
Loan Status Date 2021-07-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 80000
Loan Approval Amount (current) 80000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46027
Servicing Lender Name Evans Bank, National Association
Servicing Lender Address 8599 Erie Rd, ANGOLA, NY, 14006
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address West Seneca, ERIE, NY, 14224-0001
Project Congressional District NY-26
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 46027
Originating Lender Name Evans Bank, National Association
Originating Lender Address ANGOLA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 80916.16
Forgiveness Paid Date 2021-06-24
5756838409 2021-02-09 0296 PPS 4134 Seneca St, West Seneca, NY, 14224-3044
Loan Status Date 2021-10-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 80000
Loan Approval Amount (current) 80000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46027
Servicing Lender Name Evans Bank, National Association
Servicing Lender Address 8599 Erie Rd, ANGOLA, NY, 14006
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address West Seneca, ERIE, NY, 14224-3044
Project Congressional District NY-23
Number of Employees 7
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 46027
Originating Lender Name Evans Bank, National Association
Originating Lender Address ANGOLA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 80471.23
Forgiveness Paid Date 2021-09-14

Related by officers

No related officers

Related by address

4134 SENECA STREET, WEST SENECA, NY, United States, 14224

4134 SENECA STREET, LLC INVICTUS ADVISORY SERVICES, LLC PRECISION RESOLUTION, LLC

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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