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  5. SWEENEY, REICH & BOLZ, LLP

SWEENEY, REICH & BOLZ, LLP

Company Details

Name: SWEENEY, REICH & BOLZ, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 23 Nov 2015 (9 years ago)
Entity Number: 4853630
ZIP code: 11042
County: Blank
Place of Formation: New York
Address: 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, United States, 11042

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2023 810691759 2024-07-17 SWEENEY REICH & BOLZ LLP 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2024-07-17
Name of individual signing FRANK BOLZ
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 810691759 2023-07-05 SWEENEY REICH & BOLZ LLP 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2023-07-05
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2021 810691759 2022-07-20 SWEENEY REICH & BOLZ LLP 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2020 810691759 2021-06-30 SWEENEY REICH & BOLZ LLP 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH & BOLZ LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 810691759 2020-07-13 SWEENEY REICH & BOLZ LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2020-07-13
Name of individual signing FRANK A. BOLZ, III
SWEENEY REICH BOLZ LLP 401 K PROFIT SHARING PLAN TRUST 2018 810691759 2019-07-05 SWEENEY REICH & BOLZ LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2019-07-05
Name of individual signing FRANK A. BOLZ, III ESQ.
SWEENEY REICH BOLZ LLP 401 K PROFIT SHARING PLAN TRUST 2017 810691759 2018-07-10 SWEENEY REICH & BOLZ LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2018-07-10
Name of individual signing FRANK BOLZ
SWEENEY REICH BOLZ LLP 401 K PROFIT SHARING PLAN TRUST 2016 810691759 2017-07-17 SWEENEY REICH & BOLZ LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541110
Sponsor’s telephone number 7184599000
Plan sponsor’s address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042

Signature of
Role Plan administrator
Date 2017-07-17
Name of individual signing FRANK BOLZ

DOS Process Agent

Name Role Address
SWEENEY, REICH & BOLZ, LLP DOS Process Agent 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, United States, 11042

History

Start date End date Type Value
2016-06-06 2024-02-09 Address 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042, USA (Type of address: Service of Process)
2015-11-23 2016-06-06 Address 95-25 QUEENS BOULEVARD, 11TH FLOOR, REGO PARK, NY, 11374, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240209003123 2024-02-09 FIVE YEAR STATEMENT 2024-02-09
160606000270 2016-06-06 CERTIFICATE OF AMENDMENT 2016-06-06
160226000249 2016-02-26 CERTIFICATE OF PUBLICATION 2016-02-26
151123000226 2015-11-23 NOTICE OF REGISTRATION 2015-11-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8219977200 2020-04-28 0235 PPP 1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, 11042
Loan Status Date 2020-12-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 310000
Loan Approval Amount (current) 310000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 224478
Servicing Lender Name Signature Bank
Servicing Lender Address 565 5th Ave, 12th Fl, NEW YORK CITY, NY, 10017-2496
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LAKE SUCCESS, NASSAU, NY, 11042-0001
Project Congressional District NY-03
Number of Employees 22
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 224478
Originating Lender Name Signature Bank
Originating Lender Address NEW YORK CITY, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 311681.64
Forgiveness Paid Date 2020-11-20

Related by officers

SWEENEY, REICH & BOLZ, LLP

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Related by address

1981 MARCUS AVENUE, SUITE 200, LAKE SUCCESS, NY, United States, 11042

GIO MEDIA I LLC WHITESTONE MEDIA MALL LLC

Date of last update: 08 Mar 2025

Sources: New York Secretary of State

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