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LAW OFFICE OF HEATHER N. KAPLAN, P.C.

Company Details

Name: LAW OFFICE OF HEATHER N. KAPLAN, P.C.
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE CORPORATION
Status: Active
Date of registration: 30 Nov 2016 (8 years ago)
Entity Number: 5045332
ZIP code: 11530
County: Nassau
Place of Formation: New York
Address: 600 OLD COUNTRY RD., STE. 241, GARDEN CITY, NY, United States, 11530

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAW OFFICE OF HEATHER N. KAPLAN P.C. 401(K) PLAN 2023 814568750 2024-05-10 LAW OFFICE OF HEATHER N. KAPLAN P.C. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-02-09
Business code 541110
Sponsor’s telephone number 5166830600
Plan sponsor’s address 84 NESCONSET HIGHWAY, SUITE 241, PORT JEFFERSON STATION, NY, 11776

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 2024-05-10
Name of individual signing QIAN LIU
LAW OFFICE OF HEATHER N. KAPLAN P.C. 401(K) PLAN 2022 814568750 2023-05-27 LAW OFFICE OF HEATHER N. KAPLAN P.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-02-09
Business code 541110
Sponsor’s telephone number 5166830600
Plan sponsor’s address 84 NESCONSET HIGHWAY, SUITE 241, PORT JEFFERSON STATION, NY, 11776

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 2023-05-27
Name of individual signing CHRISTINE RIMER
LAW OFFICE OF HEATHER N. KAPLAN P.C. 401(K) PLAN 2021 814568750 2022-05-19 LAW OFFICE OF HEATHER N. KAPLAN P.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-02-09
Business code 541110
Sponsor’s telephone number 5166830600
Plan sponsor’s address 84 NESCONSET HIGHWAY, SUITE 241, PORT JEFFERSON STATION, NY, 11776

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
LAW OFFICE OF HEATHER N. KAPLAN P.C. 401(K) PLAN 2020 814568750 2021-07-01 LAW OFFICE OF HEATHER N. KAPLAN P.C. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-02-09
Business code 541110
Sponsor’s telephone number 5166830600
Plan sponsor’s address 84 NESCONSET HIGHWAY, SUITE 241, PORT JEFFERSON STATION, NY, 11776

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 2021-07-01
Name of individual signing CAROL HO

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 600 OLD COUNTRY RD., STE. 241, GARDEN CITY, NY, United States, 11530

Filings

Filing Number Date Filed Type Effective Date
161130000397 2016-11-30 CERTIFICATE OF INCORPORATION 2016-11-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9019378302 2021-01-30 0235 PPS 600 Old Country Rd Rm 241, Garden City, NY, 11530-2011
Loan Status Date 2022-03-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27647
Loan Approval Amount (current) 27647
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 Garden City, NASSAU, NY, 11530-2011
Project Congressional District NY-04
Number of Employees 7
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27932.24
Forgiveness Paid Date 2022-02-17
3693977107 2020-04-12 0235 PPP 600 OLD COUNTRY RD RM 241, GARDEN CITY, NY, 11530
Loan Status Date 2021-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27367
Loan Approval Amount (current) 27367
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 GARDEN CITY, NASSAU, NY, 11530-0001
Project Congressional District NY-04
Number of Employees 7
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27580.07
Forgiveness Paid Date 2021-01-26

Date of last update: 24 Mar 2025

Sources: New York Secretary of State