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  5. WISDOM PORTFOLIO SERVICES, LLC

WISDOM PORTFOLIO SERVICES, LLC

Company Details

Name: WISDOM PORTFOLIO SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Dec 2011 (13 years ago)
Entity Number: 4177136
ZIP code: 11021
County: Nassau
Place of Formation: New York
Address: 277 NORTHERN BLVD., STE. 100, GREAT NECK, NY, United States, 11021

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WISDOM PORTFOLIO SERVICES 401K PLAN 2023 454066456 2024-10-02 WISDOM PORTFOLIO SERVICES LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168108140
Plan sponsor’s address 3000 MARCUS AVE, SUITE 2W1, NEW HYDE PARK, NY, 11042

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing MICHAEL CURLEY
Valid signature Filed with authorized/valid electronic signature
WISDOM PORTFOLIO SERVICES 401K PLAN 2022 454066456 2023-10-03 WISDOM PORTFOLIO SERVICES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing MICHAEL CURLEY
WISDOM PORTFOLIO SERVICES 401K PLAN 2021 454066456 2022-05-23 WISDOM PORTFOLIO SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing CHRIS REILLY
WISDOM PORTFOLIO SERVICES 401K PLAN 2020 454066456 2021-06-02 WISDOM PORTFOLIO SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2021-06-02
Name of individual signing CHRIS REILLY
WISDOM PORTFOLIO SERVICES 401K PLAN 2019 454066456 2020-06-30 WISDOM PORTFOLIO SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing CHRIS REILLY
WISDOM PORTFOLIO SERVICES 401K PLAN 2019 454066456 2020-06-13 WISDOM PORTFOLIO SERVICES LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2020-06-13
Name of individual signing CREILLY1837
WISDOM PORTFOLIO SERVICES 401K PLAN 2018 454066456 2019-05-23 WISDOM PORTFOLIO SERVICES LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing CHRIS REILLY
WISDOM PORTFOLIO SERVICES 401K PLAN 2017 454066456 2018-06-05 WISDOM PORTFOLIO SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2018-06-05
Name of individual signing CHRIS REILLY
WISDOM PORTFOLIO SERVICES 401K PLAN 2016 454066456 2017-05-19 WISDOM PORTFOLIO SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2017-05-19
Name of individual signing CHRIS REILLY
WISDOM PORTFOLIO SERVICES 401K PLAN 2015 454066456 2016-06-03 WISDOM PORTFOLIO SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522291
Sponsor’s telephone number 5168297570
Plan sponsor’s address 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2016-06-03
Name of individual signing CHRIS REILLY

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 277 NORTHERN BLVD., STE. 100, GREAT NECK, NY, United States, 11021

Filings

Filing Number Date Filed Type Effective Date
131210006783 2013-12-10 BIENNIAL STATEMENT 2013-12-01
120326000974 2012-03-26 CERTIFICATE OF PUBLICATION 2012-03-26
111215000575 2011-12-15 ARTICLES OF ORGANIZATION 2011-12-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2774887700 2020-05-01 0235 PPP 277 NORTHERN BLVD STE 200, GREAT NECK, NY, 11021
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 75075
Loan Approval Amount (current) 75075
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 GREAT NECK, NASSAU, NY, 11021-1000
Project Congressional District NY-03
Number of Employees 6
NAICS code 999990
Borrower Race Asian
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 75976.28
Forgiveness Paid Date 2021-07-19

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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