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  5. HALE ADVISORS, INC.

HALE ADVISORS, INC.

Company Details

Name: HALE ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 May 2011 (14 years ago)
Entity Number: 4097037
ZIP code: 12401
County: Ulster
Place of Formation: New York
Address: 159 MAIN STREET, KINGSTON, NY, United States, 12401
Address: 8 John Street, KINGSTON, NY, United States, 12401

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
RWSSXMBN4TT7 2024-09-07 8 JOHN ST, KINGSTON, NY, 12401, 3810, USA 8 JOHN STREET, KINGSTON, NY, 12401, USA

Business Information
Congressional District 18
State/Country of Incorporation NY, USA
Activation Date 2023-09-12
Initial Registration Date 2014-04-21
Entity Start Date 2011-05-20
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541613, 541990

Points of Contacts
Electronic Business
Title PRIMARY POC
Name ZOE DUNN
Address 8 JOHN STREET, KINGSTON, NY, 12401, USA
Government Business
Title PRIMARY POC
Name ZOE DUNN
Address 8 JOHN STREET, KINGSTON, NY, 12401, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
73ZW1 Active Non-Manufacturer 2014-05-01 2024-09-06 2029-09-06 2025-09-04

Contact Information
POC ZOE DUNN
Phone +1 845-383-1361
Address 8 JOHN ST, KINGSTON, NY, 12401 3810, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALE ADVISORS, INC. 401(K) PLAN 2023 452399936 2024-10-04 HALE ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2024-10-04
Name of individual signing ZOE DUNN
Valid signature Filed with authorized/valid electronic signature
HALE ADVISORS, INC. 401(K) PLAN 2022 452399936 2023-09-21 HALE ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2021 452399936 2022-05-12 HALE ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2022-05-12
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2020 452399936 2021-04-28 HALE ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2021-04-28
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2019 452399936 2020-05-26 HALE ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2020-05-26
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2018 452399936 2019-07-18 HALE ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address 8 JOHN STREET, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2019-07-18
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2017 452399936 2018-06-06 HALE ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2018-06-06
Name of individual signing ZOE DUNN
HALE ADVISORS, INC. 401(K) PLAN 2016 452399936 2017-09-20 HALE ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2017-09-20
Name of individual signing ELISABETH BENGTSON
HALE ADVISORS, INC. 401(K) PLAN 2015 452399936 2016-05-29 HALE ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Signature of
Role Plan administrator
Date 2016-05-29
Name of individual signing ELISABETH BENGTSON
HALE ADVISORS, INC. 401(K) PLAN 2014 452399936 2015-03-31 HALE ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8453831361
Plan sponsor’s address ONE NORTH FRONT ST, KINGSTON, NY, 12401

Plan administrator’s name and address
Administrator’s EIN 452399936
Plan administrator’s name HALE ADVISORS, INC.
Plan administrator’s address ONE NORTH FRONT STREET, KINGSTON, NY, 12401
Administrator’s telephone number 8453831361

Signature of
Role Plan administrator
Date 2015-03-31
Name of individual signing ELISABETH BENGTSON

Chief Executive Officer

Name Role Address
ZOE DUNN Chief Executive Officer 8 JOHN STREET, KINGSTON, NY, United States, 12401

DOS Process Agent

Name Role Address
HALE ADVISORS, INC. DOS Process Agent 8 John Street, KINGSTON, NY, United States, 12401

History

Start date End date Type Value
2024-11-26 2024-11-26 Address 1 NORTH FRONT STREET, 2ND FLOOR, KINGSTON, NY, 12401, USA (Type of address: Chief Executive Officer)
2018-09-27 2024-11-26 Address 1 NORTH FRONT STREET, 2ND FLOOR, KINGSTON, NY, 12401, USA (Type of address: Chief Executive Officer)
2013-05-13 2018-09-27 Address 1 NORTH FRONT STREET, SUITE 103, KINGSTON, NY, 12401, USA (Type of address: Chief Executive Officer)
2011-05-20 2024-11-26 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2011-05-20 2024-11-26 Address 159 MAIN STREET, KINGSTON, NY, 12401, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241126000583 2024-11-26 BIENNIAL STATEMENT 2024-11-26
180927006180 2018-09-27 BIENNIAL STATEMENT 2017-05-01
130513006578 2013-05-13 BIENNIAL STATEMENT 2013-05-01
110520000242 2011-05-20 CERTIFICATE OF INCORPORATION 2011-05-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3077777200 2020-04-16 0202 PPP 8 John Street, Kingston, NY, 12401
Loan Status Date 2021-01-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 117142
Loan Approval Amount (current) 117142
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Kingston, ULSTER, NY, 12401-0401
Project Congressional District NY-18
Number of Employees 10
NAICS code 541613
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 117944.34
Forgiveness Paid Date 2020-12-30

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1829025 HALE ADVISORS INC - RWSSXMBN4TT7 8 JOHN ST, KINGSTON, NY, 12401-3810
Capabilities Statement Link -
Phone Number 845-383-1361
Fax Number -
E-mail Address zoe@haleadvisors.com
WWW Page -
E-Commerce Website https://www.haleadvisors.com
Contact Person ZOE DUNN
County Code (3 digit) 111
Congressional District 18
Metropolitan Statistical Area -
CAGE Code 73ZW1
Year Established 2011
Accepts Government Credit Card No
Legal Structure Corporation
Ownership and Self-Certifications Women-Owned Small Business, Woman Owned
Business Development Servicing Office NEW YORK DISTRICT OFFICE (SBA office code 0202)
Capabilities Narrative Hale Advisors provides Governance and Training to Life Science professionals on using digital channels compliantly for promotional and non promotional communications to patients and healthcare providers.
Special Equipment/Materials (none given)
Business Type Percentages Service (100 %)
Keywords Life Science, Pharmaceutical, Regulatory, Governance, Training, Marketing, Digital Marketing, Marketing Strategy, Communications, Communications Strategy, Healthcare Strategy, Change Management
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Zoe Dunn
Role President & CEO

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541613
NAICS Code's Description Marketing Consulting Services
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

No related officers

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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