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  5. BRETT H. KLEIN, ESQ. PLLC

BRETT H. KLEIN, ESQ. PLLC

Company Details

Name: BRETT H. KLEIN, ESQ. PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 26 May 2015 (10 years ago)
Entity Number: 4763826
ZIP code: 10007
County: New York
Place of Formation: New York
Address: 305 BROADWAY SUITE 600, NEW YORK, NY, United States, 10007

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2023 474138705 2024-10-11 BRETT H. KLEIN, ESQ., PLLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2022 474138705 2023-10-13 BRETT H. KLEIN, ESQ., PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2021 474138705 2022-10-11 BRETT H. KLEIN, ESQ., PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2020 474138705 2021-10-08 BRETT H. KLEIN, ESQ., PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2019 474138705 2020-10-07 BRETT H. KLEIN, ESQ., PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2018 474138705 2019-10-14 BRETT H. KLEIN, ESQ., PLLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007
BRETT H. KLEIN, ESQ., PLLC 401(K) PROFIT SHARING PLAN 2017 474138705 2018-10-12 BRETT H. KLEIN, ESQ., PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 2123350132
Plan sponsor’s address 305 BROADWAY, SUITE 600, NEW YORK, NY, 10007

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 305 BROADWAY SUITE 600, NEW YORK, NY, United States, 10007

Filings

Filing Number Date Filed Type Effective Date
150818000673 2015-08-18 CERTIFICATE OF CHANGE 2015-08-18
150804000111 2015-08-04 CERTIFICATE OF PUBLICATION 2015-08-04
150526000405 2015-05-26 ARTICLES OF ORGANIZATION 2015-05-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9135608307 2021-01-30 0202 PPS 305 Broadway Ste 600, New York, NY, 10007-3600
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 63735
Loan Approval Amount (current) 63735
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, 10007-3600
Project Congressional District NY-10
Number of Employees 3
NAICS code 541110
Borrower Race Unanswered
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 64220.8
Forgiveness Paid Date 2021-11-10
1182627705 2020-05-01 0202 PPP 305 BROADWAY STE 600, NEW YORK, NY, 10007
Loan Status Date 2021-05-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 60625
Loan Approval Amount (current) 60625
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, 10007-0001
Project Congressional District NY-10
Number of Employees 3
NAICS code 541110
Borrower Race Unanswered
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 61187.77
Forgiveness Paid Date 2021-04-08

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Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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