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ROMEO TEAM REALTY, LLC

Company Details

Name: ROMEO TEAM REALTY, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 24 Aug 2016 (9 years ago)
Entity Number: 4998366
ZIP code: 12308
County: Saratoga
Place of Formation: New York
Address: FRANK M. PUTORTI, JR., P.C., 1338 UNION STREET, SCHENECTADY, NY, United States, 12308

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROMEO TEAM REALTY 401(K) PLAN 2019 813689219 2020-05-26 ROMEO TEAM REALTY 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 531210
Sponsor’s telephone number 5189780916
Plan sponsor’s address 9 LAZUR RD, BALLSTON LAKE, NY, 12019

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-05-26
Name of individual signing CAROL HO
ROMEO TEAM REALTY 401(K) PLAN 2018 813689219 2019-07-24 ROMEO TEAM REALTY 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 531210
Sponsor’s telephone number 5189780916
Plan sponsor’s address 800 ROUTE 146, BUILDING 200 SUITE 280, CLIFTON PARK, NY, 12065

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2019-07-24
Name of individual signing CAROL HO
ROMEO TEAM REALTY 401(K) PLAN 2017 813689219 2018-10-12 ROMEO TEAM REALTY 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 531210
Sponsor’s telephone number 5189780916
Plan sponsor’s address 800 ROUTE 146, BUILDING 200 SUITE 280, CLIFTON PARK, NY, 12065

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing CAROL HO

DOS Process Agent

Name Role Address
C/O ANDREW J. HEALEY, ESQ. DOS Process Agent FRANK M. PUTORTI, JR., P.C., 1338 UNION STREET, SCHENECTADY, NY, United States, 12308

Licenses

Number Type End date
10301215226 ASSOCIATE BROKER 2025-09-20
10491206585 LIMITED LIABILITY BROKER 2026-08-16
10991223206 REAL ESTATE PRINCIPAL OFFICE No data
10401388909 REAL ESTATE SALESPERSON 2026-08-16
10401346808 REAL ESTATE SALESPERSON 2025-01-31
10401383491 REAL ESTATE SALESPERSON 2026-01-30
10401388522 REAL ESTATE SALESPERSON 2026-08-02
10401379933 REAL ESTATE SALESPERSON 2025-09-10
10401240415 REAL ESTATE SALESPERSON 2025-03-29
10401344941 REAL ESTATE SALESPERSON 2024-10-19

Filings

Filing Number Date Filed Type Effective Date
170130000304 2017-01-30 CERTIFICATE OF PUBLICATION 2017-01-30
160824000434 2016-08-24 ARTICLES OF ORGANIZATION 2016-08-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9725157002 2020-04-09 0248 PPP 800 Route 146, Buidling 200, Suite 280, CLIFTON PARK, NY, 12065
Loan Status Date 2021-02-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22655
Loan Approval Amount (current) 22655
Undisbursed Amount 0
Franchise Name -
Lender Location ID 101888
Servicing Lender Name Broadview Federal Credit Union
Servicing Lender Address 575 Broadway, ALBANY, NY, 12207-2921
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLIFTON PARK, SARATOGA, NY, 12065-0001
Project Congressional District NY-20
Number of Employees 1
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 101888
Originating Lender Name Broadview Federal Credit Union
Originating Lender Address ALBANY, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 22823.65
Forgiveness Paid Date 2021-01-07

Date of last update: 07 Mar 2025

Sources: New York Secretary of State