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  5. WEEN & KOZEK, PLLC

WEEN & KOZEK, PLLC

Company Details

Name: WEEN & KOZEK, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Jun 2014 (11 years ago)
Entity Number: 4586887
ZIP code: 10038
County: New York
Place of Formation: New York
Address: 150 BROADWAY, SUITE 1920, NEW YORK, NY, United States, 10038

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEEN & KOZEK PROFIT SHARING PLAN AND TRUST 2020 471392560 2021-10-12 WEEN & KOZEK, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-12-31
Business code 541110
Sponsor’s telephone number 2129641822
Plan sponsor’s address 20 JAY STREET SUITE 822, BROOKLYN, NY, 11201

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing MICHAEL KOZEK
WEEN & KOZEK PROFIT SHARING PLAN AND TRUST 2019 471392560 2020-10-13 WEEN & KOZEK, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-12-31
Business code 541110
Sponsor’s telephone number 2129641822
Plan sponsor’s address 20 JAY STREET SUITE 814, BROOKLYN, NY, 11201

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing MICHAEL KOZEK
WEEN & KOZEK PROFIT SHARING PLAN AND TRUST 2018 471392560 2019-10-08 WEEN & KOZEK, PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-12-31
Business code 541110
Sponsor’s telephone number 2129641822
Plan sponsor’s address 20 JAY STREET SUITE 814, BROOKLYN, NY, 11201

Signature of
Role Plan administrator
Date 2019-10-08
Name of individual signing MICHAEL KOZEK
WEEN & KOZEK PROFIT SHARING PLAN AND TRUST 2017 471392560 2018-10-12 WEEN & KOZEK, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-12-31
Business code 541110
Sponsor’s telephone number 2129641822
Plan sponsor’s address 150 BROADWAY STE 1402, NEW YORK, NY, 100384362

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing MICHAEL KOZEK
WEEN & KOZEK PROFIT SHARING PLAN AND TRUST 2016 471392560 2017-10-12 WEEN & KOZEK, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-12-31
Business code 541110
Sponsor’s telephone number 2129641822
Plan sponsor’s address 150 BROADWAY STE 1402, NEW YORK, NY, 100384362

Signature of
Role Plan administrator
Date 2017-10-12
Name of individual signing MICHAEL KOZEK
WEEN & KOZEK PROFIT SHARING PLAN AND TRUST 2015 471392560 2016-10-12 WEEN & KOZEK, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-12-31
Business code 541110
Sponsor’s telephone number 2129641822
Plan sponsor’s address 150 BROADWAY STE 1402, NEW YORK, NY, 100384362

Signature of
Role Plan administrator
Date 2016-10-12
Name of individual signing MICHAEL KOZEK

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 150 BROADWAY, SUITE 1920, NEW YORK, NY, United States, 10038

Filings

Filing Number Date Filed Type Effective Date
160205000558 2016-02-05 CERTIFICATE OF AMENDMENT 2016-02-05
140819000154 2014-08-19 CERTIFICATE OF PUBLICATION 2014-08-19
140604000132 2014-06-04 ARTICLES OF ORGANIZATION 2014-06-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2325697402 2020-05-05 0202 PPP 20 JAY ST STE 814, BROOKLYN, NY, 11201
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 100000
Loan Approval Amount (current) 100000
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 BROOKLYN, KINGS, NY, 11201-0001
Project Congressional District NY-10
Number of Employees 4
NAICS code 541110
Borrower Race White
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 100958.22
Forgiveness Paid Date 2021-04-26
1353738509 2021-02-18 0202 PPS 20 Jay St Ste 822, Brooklyn, NY, 11201-8353
Loan Status Date 2022-05-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 96350
Loan Approval Amount (current) 96350
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 Brooklyn, KINGS, NY, 11201-8353
Project Congressional District NY-10
Number of Employees 4
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not 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 Non-Veteran
Forgiveness Amount 97433.24
Forgiveness Paid Date 2022-04-11

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Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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