| Name: | BALANCING THE BOOKS BOOKKEEPING SERVICES LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Inactive |
| Date of registration: | 07 Sep 2016 (9 years ago) |
| Date of dissolution: | 12 Jul 2023 |
| Entity Number: | 5004671 |
| ZIP code: | 14701 |
| County: | Chautauqua |
| Place of Formation: | New York |
| Address: | 904 LAKEVIEW AVE, JAMESTOWN, NY, United States, 14701 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BALANCING THE BOOKS BOOKKEEPING SERVICES 401(K) PLAN | 2023 | 813771714 | 2024-04-29 | BALANCING THE BOOKS BOOKKEEPING SERVICES LLC | 1 | |||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-04-29 |
| Name of individual signing | QIAN LIU |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 424920 |
| Sponsor’s telephone number | 8005035645 |
| Plan sponsor’s address | 560 W 3RD ST, STE 21, JAMESTOWN, NY, 14701 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-26 |
| Name of individual signing | CHRISTINE RIMER |
| Name | Role | Address |
|---|---|---|
| JASON FREDRICK | DOS Process Agent | 904 LAKEVIEW AVE, JAMESTOWN, NY, United States, 14701 |
| Name | Role | Address |
|---|---|---|
| JASON FREDRICK | Agent | 904 LAKEVIEW AVE, JAMESTOWN, NY, 14701 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2016-09-07 | 2023-06-14 | Address | 904 LAKEVIEW AVE, JAMESTOWN, NY, 14701, USA (Type of address: Registered Agent) |
| 2016-09-07 | 2023-06-14 | Address | 904 LAKEVIEW AVE, JAMESTOWN, NY, 14701, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 230712001112 | 2023-06-22 | CERTIFICATE OF MERGER | 2023-06-22 |
| 230614003042 | 2023-06-14 | BIENNIAL STATEMENT | 2022-09-01 |
| 210608060270 | 2021-06-08 | BIENNIAL STATEMENT | 2020-09-01 |
| 170124000007 | 2017-01-24 | CERTIFICATE OF PUBLICATION | 2017-01-24 |
| 160907010318 | 2016-09-07 | ARTICLES OF ORGANIZATION | 2016-09-07 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9016067704 | 2020-05-01 | 0296 | PPP | 20 W 3rd St Ste 17, Jamestown, NY, 14701 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3959648804 | 2021-04-15 | 0296 | PPS | 904 Lakeview Ave, Jamestown, NY, 14701-2121 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 24 Mar 2025
Sources: New York Secretary of State
