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  5. AOI ADVISORS LLC

AOI ADVISORS LLC

Company Details

Name: AOI ADVISORS LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 26 Oct 2015 (10 years ago)
Entity Number: 4839721
ZIP code: 10021
County: New York
Place of Formation: Delaware
Address: 136 EAST 73RD STREET 2ND FL, NEW YORK, NY, United States, 10021

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AOI ADVISORS LLC 401K 2023 465298431 2024-09-03 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing CHRIS KRECKE
AOI ADVISORS LLC 401K 2022 465298431 2023-07-31 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing CHRIS KRECKE
AOI ADVISORS LLC 401K 2021 465298431 2022-05-26 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2022-05-26
Name of individual signing CHRIS KRECKE
AOI ADVISORS LLC 401K 2020 465298431 2021-07-14 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2021-07-14
Name of individual signing CHRIS KRECKE
AOI ADVISORS LLC 401K 2019 465298431 2020-06-30 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing CHRIS KRECKE
AOI ADVISORS LLC 401K 2019 465298431 2020-06-19 AOI ADVISORS LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2020-06-19
Name of individual signing CKRECKE3358
AOI ADVISORS LLC 401K 2018 465298431 2019-07-30 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2019-07-30
Name of individual signing CHRIS KRECKE
AOI ADVISORS LLC 401K 2017 465298431 2018-09-04 AOI ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 522294
Sponsor’s telephone number 9734778117
Plan sponsor’s address 136 EAST 73RD ST, 2ND FLOOR, NEW YORK, NY, 10021

Signature of
Role Plan administrator
Date 2018-09-04
Name of individual signing CHRIS KRECKE

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 136 EAST 73RD STREET 2ND FL, NEW YORK, NY, United States, 10021

Filings

Filing Number Date Filed Type Effective Date
160413000170 2016-04-13 CERTIFICATE OF PUBLICATION 2016-04-13
151026000573 2015-10-26 APPLICATION OF AUTHORITY 2015-10-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5736978408 2021-02-09 0202 PPS 136 E 73rd St Fl 2, New York, NY, 10021-4208
Loan Status Date 2022-01-31
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 49900
Loan Approval Amount (current) 49900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 432941
Servicing Lender Name ConnectOne Bank
Servicing Lender Address 301 Sylvan Ave, ENGLEWOOD CLIFFS, NJ, 07632-2539
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, 10021-4208
Project Congressional District NY-12
Number of Employees 3
NAICS code 453920
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 432941
Originating Lender Name ConnectOne Bank
Originating Lender Address ENGLEWOOD CLIFFS, NJ
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 50322.76
Forgiveness Paid Date 2021-12-20
2058667300 2020-04-29 0202 PPP 136 East 73rd Street, 2nd Floor, NEW YORK, NY, 10021
Loan Status Date 2021-08-27
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41600
Loan Approval Amount (current) 41600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 432941
Servicing Lender Name ConnectOne Bank
Servicing Lender Address 301 Sylvan Ave, ENGLEWOOD CLIFFS, NJ, 07632-2539
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, 10021-0001
Project Congressional District NY-12
Number of Employees 3
NAICS code 453920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 432941
Originating Lender Name ConnectOne Bank
Originating Lender Address ENGLEWOOD CLIFFS, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42121.16
Forgiveness Paid Date 2021-08-09

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Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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