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  5. TRESS CAPITOL ADVISORS LLC

TRESS CAPITOL ADVISORS LLC

Company Details

Name: TRESS CAPITOL ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Jun 2013 (12 years ago)
Entity Number: 4421276
ZIP code: 12077
County: Albany
Place of Formation: New York
Address: 75 MOSHER ROAD, GLENMONT, NY, United States, 12077

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRESS CAPITOL ADVISORS, LLC TRESS CAPITOL ADVISORS, LLC CASH BALANCE PLAN 2023 462924090 2024-10-10 TRESS CAPITOL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC 401(K) PLAN 2023 462924090 2024-10-10 TRESS CAPITOL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC TRESS CAPITOL ADVISORS, LLC CASH BALANCE PLAN 2022 462924090 2023-07-25 TRESS CAPITOL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC 401(K) PLAN 2022 462924090 2023-07-25 TRESS CAPITOL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC TRESS CAPITOL ADVISORS, LLC CASH BALANCE PLAN 2021 462924090 2022-07-12 TRESS CAPITOL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC 401(K) PLAN 2021 462924090 2022-09-29 TRESS CAPITOL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC 401(K) PLAN 2020 462924090 2021-10-15 TRESS CAPITOL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC TRESS CAPITOL ADVISORS, LLC CASH BALANCE PLAN 2020 462924090 2021-10-07 TRESS CAPITOL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077
TRESS CAPITOL ADVISORS, LLC 401(K) PLAN 2019 462924090 2020-06-28 TRESS CAPITOL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077

Signature of
Role Plan administrator
Date 2020-06-28
Name of individual signing TRACY TRESS
TRESS CAPITOL ADVISORS, LLC TRESS CAPITOL ADVISORS, LLC CASH BALANCE PLAN 2019 462924090 2020-06-08 TRESS CAPITOL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 5188134833
Plan sponsor’s address 75 MOSHER ROAD, GLENMONT, NY, 12077

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 75 MOSHER ROAD, GLENMONT, NY, United States, 12077

Filings

Filing Number Date Filed Type Effective Date
131126000981 2013-11-26 CERTIFICATE OF PUBLICATION 2013-11-26
130621000255 2013-06-21 ARTICLES OF ORGANIZATION 2013-06-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7780447805 2020-06-04 0248 PPP 75 Mosher Rd, GLENMONT, NY, 12077-4201
Loan Status Date 2021-07-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 122896
Loan Approval Amount (current) 122896
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address GLENMONT, ALBANY, NY, 12077-4201
Project Congressional District NY-20
Number of Employees 3
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 124168.73
Forgiveness Paid Date 2021-06-30

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Date of last update: 09 Mar 2025

Sources: New York Secretary of State

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