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  5. SORELL, LENNA & SCHMIDT, LLP

SORELL, LENNA & SCHMIDT, LLP

Company Details

Name: SORELL, LENNA & SCHMIDT, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 02 Aug 2012 (13 years ago)
Entity Number: 4278911
ZIP code: 11788
County: Blank
Place of Formation: New York
Address: 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, United States, 11788

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SORELL LENNA & SCHMIDT LLP DEFINED BENEFIT PENSION PLAN 2023 460870987 2024-10-07 SORELL LENNA & SCHMIDT LLP 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 135 ENGINEERS ROAD, SUITE 110, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing LEO LENNA
Valid signature Filed with authorized/valid electronic signature
SORELL, LENNA & SCHMIDT, LLP 401(K) PLAN 2023 460870987 2024-09-23 SORELL, LENNA & SCHMIDT, LLP 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 135 ENGINEERS ROAD, SUITE 110, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2024-09-23
Name of individual signing LEO LENNA
Valid signature Filed with authorized/valid electronic signature
SORELL, LENNA & SCHMIDT, LLP 401(K) PLAN 2022 460870987 2023-10-03 SORELL, LENNA & SCHMIDT, LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 135 ENGINEERS ROAD, SUITE 110, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing LEO LENNA
SORELL LENNA & SCHMIDT LLP DEFINED BENEFIT PENSION PLAN 2022 460870987 2023-10-06 SORELL LENNA & SCHMIDT LLP 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 135 ENGINEERS ROAD, SUITE 110, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2023-10-06
Name of individual signing LEO LENNA
SORELL LENNA & SCHMIDT LLP DEFINED BENEFIT PENSION PLAN 2021 460870987 2022-10-17 SORELL LENNA & SCHMIDT LLP 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 135 ENGINEERS RD STE 110, HAUPPAUGE, NY, 117884018

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing LEO LENNA
Role Employer/plan sponsor
Date 2022-10-17
Name of individual signing LEO LENNA
SORELL, LENNA & SCHMIDT, LLP 401(K) PLAN 2021 460870987 2022-10-03 SORELL, LENNA & SCHMIDT, LLP 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing LEO LENNA
SORELL LENNA & SCHMIDT LLP DEFINED BENEFIT PENSION PLAN 2020 460870987 2021-09-21 SORELL LENNA & SCHMIDT LLP 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2021-09-21
Name of individual signing LEO LENNA
SORELL, LENNA & SCHMIDT, LLP 401(K) PLAN 2020 460870987 2021-09-24 SORELL, LENNA & SCHMIDT, LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing LEO LENNA
SORELL LENNA & SCHMIDT LLP DEFINED BENEFIT PENSION PLAN 2019 460870987 2020-10-15 SORELL LENNA & SCHMIDT LLP 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing LEO LENNA
SORELL, LENNA & SCHMIDT, LLP 401(K) PLAN 2019 460870987 2020-09-28 SORELL, LENNA & SCHMIDT, LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 6316569818
Plan sponsor’s address 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, 11788

Signature of
Role Plan administrator
Date 2020-09-28
Name of individual signing LEO LENNA

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, United States, 11788

History

Start date End date Type Value
2012-08-02 2013-01-10 Address 45 JOANN COURT, OCEANSIDE, NY, 11572, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
170613002021 2017-06-13 FIVE YEAR STATEMENT 2017-08-01
130404000333 2013-04-04 CERTIFICATE OF PUBLICATION 2013-04-04
130110001204 2013-01-10 CERTIFICATE OF AMENDMENT 2013-01-10
120802000969 2012-08-02 NOTICE OF REGISTRATION 2012-08-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5631698400 2021-02-09 0235 PPS 99 Smithtown Byp, Hauppauge, NY, 11788-2521
Loan Status Date 2022-01-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 268556
Loan Approval Amount (current) 268556
Undisbursed Amount 0
Franchise Name -
Lender Location ID 28811
Servicing Lender Name Capital One, National Association
Servicing Lender Address 1680 Capital One Dr, MCLEAN, VA, 22102-3407
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Hauppauge, SUFFOLK, NY, 11788-2521
Project Congressional District NY-01
Number of Employees 11
NAICS code 922130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 28811
Originating Lender Name Capital One, National Association
Originating Lender Address MCLEAN, VA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 270793.97
Forgiveness Paid Date 2021-12-16
8994637302 2020-05-01 0235 PPP 99 Smithtown Bypass, HAUPPAUGE, NY, 11788-2521
Loan Status Date 2021-08-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 218000
Loan Approval Amount (current) 218000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 28811
Servicing Lender Name Capital One, National Association
Servicing Lender Address 1680 Capital One Dr, MCLEAN, VA, 22102-3407
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HAUPPAUGE, SUFFOLK, NY, 11788-2521
Project Congressional District NY-01
Number of Employees 16
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 28811
Originating Lender Name Capital One, National Association
Originating Lender Address MCLEAN, VA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 220567.56
Forgiveness Paid Date 2021-07-13

Related by officers

THE PARTNERSHIP

CARBONE & CARBONE LLP FORESTVILLE SPECIAL NEEDS SRO, L.P. FORT DRUM STUDIO-TELS., L.P. SCP CO-INVESTMENT FUND I, L.P. NORTHERN BOULEVARD LIMITED PARTNERSHIP PINNACLE MEDINA CAPITAL, LTD. LUCCHESE & D'AMMORA, LLP SARETSKY, KATZ, DRANOFF, WEISSMAN & MAYNARD, LLP STELLIAM MASTER FUND, L.P. GS CAPITAL PARTNERS VI PIA PMD QP FUND, L.P.

Related by address

99 SMITHTOWN BYPASS, 2ND FLOOR, HAUPPAUGE, NY, United States, 11788

SORELL, LENNA & SCHMIDT MANAGEMENT CORP.

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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