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HALLIDAY FINANCIAL GROUP, INC.

Company Details

Name: HALLIDAY FINANCIAL GROUP, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 08 Mar 2012 (13 years ago)
Entity Number: 4213549
ZIP code: 12211
County: Albany
Place of Formation: Delaware
Address: C/O 14 CORPORATE WOODS BLVD., ALBANY, NY, United States, 12211
Principal Address: 14 COPORATE WOODS BLVD, ALBANY, NY, United States, 12211

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALLIDAY FINANCIAL GROUP 401K PLAN 2023 264457439 2024-07-12 HALLIDAY FINANCIAL GROUP 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5166711099
Plan sponsor’s address 725 GLEN COVE AVE, GLEN HEAD, NY, 11545

Signature of

Role Plan administrator
Date 2024-07-12
Name of individual signing RACHEL PINO
Role Employer/plan sponsor
Date 2024-07-12
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2022 264457439 2023-07-07 HALLIDAY FINANCIAL GROUP 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5166711099
Plan sponsor’s address 725 GLEN COVE AVE, GLEN HEAD, NY, 11545

Signature of

Role Plan administrator
Date 2023-07-07
Name of individual signing RACHEL PINO
Role Employer/plan sponsor
Date 2023-07-07
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2021 264457439 2022-09-12 HALLIDAY FINANCIAL GROUP 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5166711099
Plan sponsor’s address 725 GLEN COVE AVE, GLEN HEAD, NY, 11545

Signature of

Role Plan administrator
Date 2022-09-12
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2020 264457439 2021-08-06 HALLIDAY FINANCIAL GROUP 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5166711099
Plan sponsor’s address 725 GLEN COVE AVE, GLEN HEAD, NY, 11545

Signature of

Role Plan administrator
Date 2021-08-06
Name of individual signing RACHEL PINO
Role Employer/plan sponsor
Date 2021-08-06
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2019 264457439 2020-08-25 HALLIDAY FINANCIAL GROUP 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5166711099
Plan sponsor’s address 725 GLEN COVE AVE, GLEN HEAD, NY, 11545

Signature of

Role Plan administrator
Date 2020-08-25
Name of individual signing RACHEL PINO
Role Employer/plan sponsor
Date 2020-08-25
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2018 264457439 2019-07-22 HALLIDAY FINANCIAL GROUP 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5166711099
Plan sponsor’s address 725 GLEN COVE AVE, GLEN HEAD, NY, 11545

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2017 264457439 2018-06-05 HALLIDAY FINANCIAL GROUP 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5184632200
Plan sponsor’s address 14 CORPORATE WOODS BLVD, ALBANY, NY, 12211

Signature of

Role Plan administrator
Date 2018-06-05
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2016 264457439 2017-07-11 HALLIDAY FINANCIAL GROUP 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5184632200
Plan sponsor’s address 14 CORPORATE WOODS BLVD, ALBANY, NY, 12211

Signature of

Role Plan administrator
Date 2017-07-11
Name of individual signing RACHEL PINO
Role Employer/plan sponsor
Date 2017-07-11
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2015 264457439 2016-08-02 HALLIDAY FINANCIAL GROUP 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5184632200
Plan sponsor’s address 14 CORPORATE WOODS BLVD, ALBANY, NY, 12211

Signature of

Role Plan administrator
Date 2016-08-02
Name of individual signing RACHEL PINO
HALLIDAY FINANCIAL GROUP 401K PLAN 2014 264457439 2015-07-14 HALLIDAY FINANCIAL GROUP 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 523900
Sponsor’s telephone number 5184632200
Plan sponsor’s address 14 CORPORATE WOODS BLVD, ALBANY, NY, 12211

Signature of

Role Plan administrator
Date 2015-07-14
Name of individual signing RACHEL PINO

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent C/O 14 CORPORATE WOODS BLVD., ALBANY, NY, United States, 12211

Chief Executive Officer

Name Role Address
SCOTT SOLOMAN Chief Executive Officer 14 CORPORATE WOODS BLVD, ALBANY, NY, United States, 12211

Filings

Filing Number Date Filed Type Effective Date
180308006620 2018-03-08 BIENNIAL STATEMENT 2018-03-01
160303006562 2016-03-03 BIENNIAL STATEMENT 2016-03-01
140321006157 2014-03-21 BIENNIAL STATEMENT 2014-03-01
120308000219 2012-03-08 APPLICATION OF AUTHORITY 2012-03-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9781297101 2020-04-15 0235 PPP 725 Glen Cove Avenue, Glen Head, NY, 11545
Loan Status Date 2021-03-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 483070
Loan Approval Amount (current) 483070
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 U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Glen Head, NASSAU, NY, 11545-0001
Project Congressional District NY-03
Number of Employees 58
NAICS code 523930
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 485981.65
Forgiveness Paid Date 2020-11-27

Date of last update: 26 Mar 2025

Sources: New York Secretary of State