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  5. SCHWARTZ & ASSOCIATES, CPA, PLLC

SCHWARTZ & ASSOCIATES, CPA, PLLC

Company Details

Name: SCHWARTZ & ASSOCIATES, CPA, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Apr 2013 (12 years ago)
Entity Number: 4383110
ZIP code: 11753
County: Nassau
Place of Formation: New York
Address: 100 JERICHO QUADRANGLE, JERICHO, NY, United States, 11753

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2019 462518159 2020-01-30 SCHWARTZ & ASSOCIATES, CPA, PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2018 462518159 2019-09-26 SCHWARTZ & ASSOCIATES, CPA, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2017 462518159 2018-07-26 SCHWARTZ & ASSOCIATES, CPA, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2016 462518159 2017-10-10 SCHWARTZ & ASSOCIATES, CPA, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2017-10-09
Name of individual signing MARVIN SCHWARTZ
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2015 462518159 2016-10-02 SCHWARTZ & ASSOCIATES, CPA, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2016-09-30
Name of individual signing MARVIN SCHWARTZ
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2014 462518159 2015-07-23 SCHWARTZ & ASSOCIATES, CPA, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing MARVIN SCHWARTZ
SCHWARTZ & ASSOCIATES, CPA, PLLC 401(K) PROFIT SHARING PLAN 2013 462518159 2014-07-25 SCHWARTZ & ASSOCIATES, CPA, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 5168227085
Plan sponsor’s address 100 JERICHO QUAD, #142, JERICHO, NY, 11753

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing MARVIN SCHWARTZ

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 100 JERICHO QUADRANGLE, JERICHO, NY, United States, 11753

Filings

Filing Number Date Filed Type Effective Date
130926000444 2013-09-26 CERTIFICATE OF PUBLICATION 2013-09-26
130403000603 2013-04-03 ARTICLES OF ORGANIZATION 2013-04-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2818667707 2020-05-01 0235 PPP 333 JERICHO TPKE STE 211, JERICHO, NY, 11753
Loan Status Date 2021-10-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 101229
Loan Approval Amount (current) 101229
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 JERICHO, NASSAU, NY, 11753-0001
Project Congressional District NY-03
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity 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 Unanswered
Forgiveness Amount 102626.13
Forgiveness Paid Date 2021-09-21
1460878609 2021-03-13 0235 PPS 333 Jericho Tpke Ste 211, Jericho, NY, 11753-1104
Loan Status Date 2021-11-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 138332
Loan Approval Amount (current) 138332
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 Jericho, NASSAU, NY, 11753-1104
Project Congressional District NY-03
Number of Employees 8
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 139070.08
Forgiveness Paid Date 2021-09-29

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Related by address

100 JERICHO QUADRANGLE, JERICHO, NY, United States, 11753

109 WASHINGTON STREET LLC 127TH PLACE LLC 135 WEST BROADWAY LLC 136 WILLIAM STREET LLC 150 THOMPSON ASSOCIATES LLC 1729 GROUP LLC 2 WOODWARD AVENUE REALTY, LLC 201 WEST JOHN STREET LLC 2080 WHITE PLAINS ROAD LLC 2330 ARTHUR LLC

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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