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FULCRUM ANALYTICS, INC.

Company Details

Name: FULCRUM ANALYTICS, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 07 May 2015 (10 years ago)
Entity Number: 4755222
ZIP code: 10018
County: New York
Place of Formation: Delaware
Address: 70 W. 40TH ST 10TH FLOOR, NEW YORK, NY, United States, 10018

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FULCRUM ANALYTICS 401(K) RETIREMENT PLAN 2010 383140222 2011-06-29 FULCRUM ANALYTICS, INC. 118
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541600
Sponsor’s telephone number 8882459450
Plan sponsor’s mailing address 70 W 40TH STREET, 10TH FLOOR, NEW YORK, NY, 10018
Plan sponsor’s address 70 W 40TH STREET, 10TH FLOOR, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 383140222
Plan administrator’s name FULCRUM ANALYTICS, INC.
Plan administrator’s address 70 W 40TH STREET, 10TH FLOOR, NEW YORK, NY, 10018
Administrator’s telephone number 8882459450

Number of participants as of the end of the plan year

Active participants 70
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 39
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 90
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 8

Signature of

Role Plan administrator
Date 2011-06-29
Name of individual signing CHRISTY WAGENSELLER
Valid signature Filed with authorized/valid electronic signature
FULCRUM ANALYTICS 401K RETIREMENT PLAN 2009 383140222 2010-07-07 FULCRUM ANALYTICS, INC. 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541600
Sponsor’s telephone number 8882459450
Plan sponsor’s mailing address 70 W 40TH STREET, 10TH FLOOR, NEW YORK, NY, 10018
Plan sponsor’s address 70 W 40TH STREET, 10TH FLOOR, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 383140222
Plan administrator’s name FULCRUM ANALYTICS, INC.
Plan administrator’s address 70 W 40TH STREET, 10TH FLOOR, NEW YORK, NY, 10018
Administrator’s telephone number 8882459450

Number of participants as of the end of the plan year

Active participants 85
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 33
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 91
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of

Role Plan administrator
Date 2010-07-07
Name of individual signing CHRISTY WAGENSELLER
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
C/O FULCRUM DOS Process Agent 70 W. 40TH ST 10TH FLOOR, NEW YORK, NY, United States, 10018

Filings

Filing Number Date Filed Type Effective Date
150603000538 2015-06-03 CERTIFICATE OF AMENDMENT 2015-06-03
150507000540 2015-05-07 APPLICATION OF AUTHORITY 2015-05-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8647777108 2020-04-15 0202 PPP 70 West 40TH ST 10th Floor, NEW YORK, NY, 10018-2621
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 628390
Loan Approval Amount (current) 628390
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 NEW YORK, NEW YORK, NY, 10018-2621
Project Congressional District NY-12
Number of Employees 17
NAICS code 541910
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 635215.36
Forgiveness Paid Date 2021-05-21
1126098605 2021-03-12 0202 PPS 70 W 40th St Fl 10, New York, NY, 10018-2621
Loan Status Date 2021-03-30
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 628387
Loan Approval Amount (current) 628387
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 New York, NEW YORK, NY, 10018-2621
Project Congressional District NY-12
Number of Employees 20
NAICS code 541910
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
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 635349.18
Forgiveness Paid Date 2022-04-28

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2277142 FULCRUM ANALYTICS, INC - F2SKF8JQU853 15 W 38TH ST, SUITE 711, NEW YORK, NY, 10018-5501
Capabilities Statement Link -
Phone Number 929-390-1184
Fax Number -
E-mail Address mosse@fulcrumanalytics.com
WWW Page www.fulcrumanalytics.com
E-Commerce Website http://www.fulcrumanalytics.com
Contact Person MAX OSSE
County Code (3 digit) 061
Congressional District 12
Metropolitan Statistical Area 5600
CAGE Code 817H6
Year Established 2015
Accepts Government Credit Card No
Legal Structure Corporation
Ownership and Self-Certifications -
Business Development Servicing Office NEW YORK DISTRICT OFFICE (SBA office code 0202)
Capabilities Narrative For over twenty-five years, we have partnered with top industry clients to unlock massive opportunities with data. We provide advanced data science and data engineering consulting with high-performance technology platforms leveraging Big Data and Cloud computing. We help clients apply cutting edge analytics, generate data-driven insights, improve or streamline processes, efficiently integrate external data sources, and develop applications to serve unique business needs.
Special Equipment/Materials (none given)
Business Type Percentages Service (100 %)
Keywords Data science, Analytics, Analysis, Statistical modeling
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes
Code 541910
NAICS Code's Description Marketing Research and Public Opinion Polling
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 25 Mar 2025

Sources: New York Secretary of State