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GEIST SCHWARZ & JELLINEK, PLLC

Company Details

Name: GEIST SCHWARZ & JELLINEK, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 May 2015 (10 years ago)
Entity Number: 4760910
ZIP code: 10604
County: Westchester
Place of Formation: New York
Address: 4 Westchester Park Drive, Suite 100, White Plains, NY, United States, 10604

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GS & J 401(K) RETIREMENT PLAN 2021 474068422 2022-10-04 GEIST, SCHWARZ & JELLINEK, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 9146448300
Plan sponsor’s address ONE NORTH LEXINGTON AVENUE, 11TH FL, WHITE PLAINS, NY, 10601

Signature of

Role Plan administrator
Date 2022-10-04
Name of individual signing RUSS F. JELLINEK, TRUSTEE
Role Employer/plan sponsor
Date 2022-10-04
Name of individual signing RUSS F. JELLINEK, PRINCIPAL
GS & J 401(K) RETIREMENT PLAN 2020 474068422 2021-10-15 GEIST, SCHWARZ & JELLINEK, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 9146448300
Plan sponsor’s address ONE NORTH LEXINGTON AVENUE, 11TH FL, WHITE PLAINS, NY, 10601

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing RUSS F. JELLINEK, TRUSTEE
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing RUSS F. JELLINEK, PRINCIPAL
GS & J 401(K) RETIREMENT PLAN 2019 474068422 2020-10-14 GEIST, SCHWARZ & JELLINEK, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 9146448300
Plan sponsor’s address ONE NORTH LEXINGTON AVENUE, 11TH FL, WHITE PLAINS, NY, 10601

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing RUSS F. JELLINEK, TRUSTEE
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing RUSS F. JELLINEK, PRINCIPAL
GS & J 401(K) RETIREMENT PLAN 2018 474068422 2019-10-15 GEIST, SCHWARZ & JELLINEK, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 9146448300
Plan sponsor’s address ONE NORTH LEXINGTON AVENUE, 11TH FL, WHITE PLAINS, NY, 10601

Signature of

Role Plan administrator
Date 2019-10-15
Name of individual signing RUSS F. JELLINEK, TRUSTEE
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing RUSS F. JELLINEK, PRINCIPAL
GS & J 401(K) RETIREMENT PLAN 2017 474068422 2018-10-14 GEIST, SCHWARZ & JELLINEK, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 9146448300
Plan sponsor’s address ONE NORTH LEXINGTON AVENUE, 11TH FL, WHITE PLAINS, NY, 10601

Signature of

Role Plan administrator
Date 2018-10-14
Name of individual signing RUSSELL F. JELLINEK, TRUSTEE
Role Employer/plan sponsor
Date 2018-10-14
Name of individual signing RUSSELL F. JELLINEK, PRINCIPAL
GS & J 401(K) RETIREMENT PLAN 2016 474068422 2017-10-12 GEIST, SCHWARZ & JELLINEK, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 9146448300
Plan sponsor’s address ONE NORTH LEXINGTON AVENUE, 11TH FL, WHITE PLAINS, NY, 10601

Signature of

Role Plan administrator
Date 2017-10-12
Name of individual signing RUSSELL F. JELLINEK, TRUSTEE
Role Employer/plan sponsor
Date 2017-10-12
Name of individual signing RUSSELL F. JELLINEK, PRINCIPAL

DOS Process Agent

Name Role Address
GEIST SCHWARZ & JELLINEK PLLC DOS Process Agent 4 Westchester Park Drive, Suite 100, White Plains, NY, United States, 10604

History

Start date End date Type Value
2015-05-19 2023-05-01 Address 1 NORTH LEXINGTON AVE., 11TH FL., WHITE PLAINS, NY, 10601, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230501000189 2023-05-01 BIENNIAL STATEMENT 2023-05-01
220122000921 2022-01-22 BIENNIAL STATEMENT 2022-01-22
150817000836 2015-08-17 CERTIFICATE OF PUBLICATION 2015-08-17
150519000518 2015-05-19 ARTICLES OF ORGANIZATION 2015-05-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1116977304 2020-04-28 0202 PPP One North Lexington Avenue - 11th Floor, White Plains, NY, 10601
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 56900
Loan Approval Amount (current) 56900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address White Plains, WESTCHESTER, NY, 10601-1000
Project Congressional District NY-16
Number of Employees 4
NAICS code 813920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 86717
Originating Lender Name Webster Bank National Association
Originating Lender Address Pearl River, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 57613.98
Forgiveness Paid Date 2021-08-10
7704348303 2021-01-28 0202 PPS 1 N Lexington Ave, White Plains, NY, 10601-1712
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35970
Loan Approval Amount (current) 35970
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address White Plains, WESTCHESTER, NY, 10601-1712
Project Congressional District NY-16
Number of Employees 4
NAICS code 813920
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 29599
Originating Lender Name Northeast Bank
Originating Lender Address LEWISTON, ME
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 36266.63
Forgiveness Paid Date 2021-12-08

Date of last update: 25 Mar 2025

Sources: New York Secretary of State