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JACOBOWITZ NEWMAN TVERSKY LLP

Company Details

Name: JACOBOWITZ NEWMAN TVERSKY LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 16 Mar 2017 (8 years ago)
Entity Number: 5102623
ZIP code: 11516
County: Blank
Place of Formation: New York
Address: 377 PEARSALL AVENUE, CEDARHURST, NY, United States, 11516

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN 2023 820854280 2024-09-30 JACOBOWITZ NEWMAN TVERSKY LLP 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2024-09-30
Name of individual signing MOSHE JACOBOWITZ
Valid signature Filed with authorized/valid electronic signature
JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN 2023 820854280 2024-06-18 JACOBOWITZ NEWMAN TVERSKY LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2024-06-18
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN 2022 820854280 2023-10-11 JACOBOWITZ NEWMAN TVERSKY LLP 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN 2022 820854280 2023-08-08 JACOBOWITZ NEWMAN TVERSKY LLP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2023-08-08
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN 2021 820854280 2022-10-06 JACOBOWITZ NEWMAN TVERSKY LLP 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2022-10-06
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN 2021 820854280 2022-10-06 JACOBOWITZ NEWMAN TVERSKY LLP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2022-10-06
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN 2020 820854280 2021-10-07 JACOBOWITZ NEWMAN TVERSKY LLP 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2021-10-07
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN 2020 820854280 2021-10-07 JACOBOWITZ NEWMAN TVERSKY LLP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2021-10-07
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN 2019 820854280 2020-10-14 JACOBOWITZ NEWMAN TVERSKY LLP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing MOSHE JACOBOWITZ
JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN 2019 820854280 2020-10-15 JACOBOWITZ NEWMAN TVERSKY LLP 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 2126121110
Plan sponsor’s address 377 PEARSALL AVE., SUITE C, CEDARHURST, NY, 11516

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing MOSHE JACOBOWITZ

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 377 PEARSALL AVENUE, CEDARHURST, NY, United States, 11516

Filings

Filing Number Date Filed Type Effective Date
170609000043 2017-06-09 CERTIFICATE OF PUBLICATION 2017-06-09
170316000087 2017-03-16 NOTICE OF REGISTRATION 2017-03-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8603607210 2020-04-28 0235 PPP 377 PEARSALL AVE SUITE C, CEDARHURST, NY, 11516
Loan Status Date 2022-05-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 329114
Loan Approval Amount (current) 309156.66
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 CEDARHURST, NASSAU, NY, 11516-0001
Project Congressional District NY-04
Number of Employees 11
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 224478
Originating Lender Name Signature Bank
Originating Lender Address NEW YORK CITY, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 312807.25
Forgiveness Paid Date 2021-07-12
2547328300 2021-01-21 0235 PPS 377 Pearsall Ave Ste C, Cedarhurst, NY, 11516-1841
Loan Status Date 2021-09-25
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 250758.2
Loan Approval Amount (current) 250758.2
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 Cedarhurst, NASSAU, NY, 11516-1841
Project Congressional District NY-04
Number of Employees 12
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 224478
Originating Lender Name Signature Bank
Originating Lender Address NEW YORK CITY, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 252290.23
Forgiveness Paid Date 2021-09-08

Date of last update: 24 Mar 2025

Sources: New York Secretary of State