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  5. ISOLDI BOOKKEEPING SERVICES, LLC

ISOLDI BOOKKEEPING SERVICES, LLC

Company Details

Name: ISOLDI BOOKKEEPING SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 Aug 2011 (14 years ago)
Entity Number: 4131208
ZIP code: 11720
County: Suffolk
Place of Formation: New York
Address: 29 MIDDAY DRIVE, CENTEREACH, NY, United States, 11720

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ISOLDI BOOKKEEPING SERVICES, LLC 401(K) PLAN 2023 453301792 2024-05-27 ISOLDI BOOKKEEPING SERVICES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541219
Sponsor’s telephone number 6316761434
Plan sponsor’s address 29 MIDDAY DRIVE, CENTEREACH, NY, 11720

Signature of
Role Plan administrator
Date 2024-05-27
Name of individual signing MICHELLE ISOLDI
ISOLDI BOOKKEEPING SERVICES, LLC 401(K) PLAN 2022 453301792 2023-06-05 ISOLDI BOOKKEEPING SERVICES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541219
Sponsor’s telephone number 6316761434
Plan sponsor’s address 29 MIDDAY DRIVE, CENTEREACH, NY, 11720

Signature of
Role Plan administrator
Date 2023-06-05
Name of individual signing MICHELLE ISOLDI
ISOLDI BOOKKEEPING SERVICES, LLC 401(K) PLAN 2021 453301792 2022-06-24 ISOLDI BOOKKEEPING SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541219
Sponsor’s telephone number 6316761434
Plan sponsor’s address 29 MIDDAY DRIVE, CENTEREACH, NY, 11720

Signature of
Role Plan administrator
Date 2022-06-24
Name of individual signing MICHELLE ISOLDI
ISOLDI BOOKKEEPING SERVICES, LLC 401(K) PLAN 2020 453301792 2021-06-15 ISOLDI BOOKKEEPING SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541219
Sponsor’s telephone number 6316761434
Plan sponsor’s address 29 MIDDAY DRIVE, CENTEREACH, NY, 11720

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing MICHELLE ISOLDI
ISOLDI BOOKKEEPING SERVICES, LLC 401(K) PLAN 2019 453301792 2020-07-09 ISOLDI BOOKKEEPING SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541219
Sponsor’s telephone number 6316761434
Plan sponsor’s address 29 MIDDAY DRIVE, CENTEREACH, NY, 11720

Signature of
Role Plan administrator
Date 2020-07-09
Name of individual signing MICHELLE ISOLDI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 29 MIDDAY DRIVE, CENTEREACH, NY, United States, 11720

History

Start date End date Type Value
2011-08-16 2023-06-23 Address 29 MIDDAY DRIVE, CENTEREACH, NY, 11720, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230623002537 2023-06-23 BIENNIAL STATEMENT 2021-08-01
190918060352 2019-09-18 BIENNIAL STATEMENT 2019-08-01
170901006919 2017-09-01 BIENNIAL STATEMENT 2017-08-01
151016006002 2015-10-16 BIENNIAL STATEMENT 2015-08-01
130819006127 2013-08-19 BIENNIAL STATEMENT 2013-08-01
111216000168 2011-12-16 CERTIFICATE OF PUBLICATION 2011-12-16
110816000454 2011-08-16 ARTICLES OF ORGANIZATION 2011-08-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1608988310 2021-01-19 0235 PPS 29 Midday Dr, Centereach, NY, 11720-2358
Loan Status Date 2021-09-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 51100
Loan Approval Amount (current) 51100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58771
Servicing Lender Name Legacy Bank
Servicing Lender Address 101 W Main St, HINTON, OK, 73047
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Centereach, SUFFOLK, NY, 11720-2358
Project Congressional District NY-01
Number of Employees 4
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 58771
Originating Lender Name Legacy Bank
Originating Lender Address HINTON, OK
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 51358.34
Forgiveness Paid Date 2021-08-03

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Related by address

29 MIDDAY DRIVE, CENTEREACH, NY, United States, 11720

POTREI LLC

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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