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  5. SHADE TREE ADVISORS LLC

SHADE TREE ADVISORS LLC

Company Details

Name: SHADE TREE ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Aug 2017 (8 years ago)
Entity Number: 5179388
ZIP code: 12866
County: Saratoga
Place of Formation: New York
Address: 19 Railroad Place, Suite 301, Saratoga Springs, NY, United States, 12866

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 822341785 2024-04-11 SHADE TREE ADVISORS LLC 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9143918234
Plan sponsor’s address 19 RAILROAD PLACE, SUITE 301, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2024-04-11
Name of individual signing SMORGANSTEIN
SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 822341785 2023-05-03 SHADE TREE ADVISORS LLC 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9143918234
Plan sponsor’s address 19 RAILROAD PLACE, SUITE 301, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2023-05-03
Name of individual signing SCOTT MORGANSTEIN
SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 822341785 2022-06-24 SHADE TREE ADVISORS LLC 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182909465
Plan sponsor’s address 268 BROADWAY SUITE 101, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2022-06-24
Name of individual signing SCOTT MORGANSTEIN
SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 822341785 2021-05-10 SHADE TREE ADVISORS LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182909465
Plan sponsor’s address 268 BROADWAY SUITE 101, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing SCOTT MORGANSTEIN
SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 822341785 2020-05-27 SHADE TREE ADVISORS LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182909465
Plan sponsor’s address 268 BROADWAY SUITE 101, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing SCOTT MORGANSTEIN

DOS Process Agent

Name Role Address
SCOTT MORGANSTEIN DOS Process Agent 19 Railroad Place, Suite 301, Saratoga Springs, NY, United States, 12866

History

Start date End date Type Value
2019-08-05 2023-08-01 Address 268 BROADWAY, SUITE 101, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2017-08-01 2019-08-05 Address 268 BROADWAY #101B, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230801005352 2023-08-01 BIENNIAL STATEMENT 2023-08-01
210810001429 2021-08-10 BIENNIAL STATEMENT 2021-08-10
190805060310 2019-08-05 BIENNIAL STATEMENT 2019-08-01
171109000379 2017-11-09 CERTIFICATE OF PUBLICATION 2017-11-09
170914000024 2017-09-14 CERTIFICATE OF AMENDMENT 2017-09-14
170801000535 2017-08-01 ARTICLES OF ORGANIZATION 2017-08-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7609417208 2020-04-28 0248 PPP 268 Broadway Suite 101, SARATOGA SPRINGS, NY, 12866-4256
Loan Status Date 2021-06-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 367400
Loan Approval Amount (current) 367400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 112475
Servicing Lender Name Saratoga National Bank and Trust Company
Servicing Lender Address 171 S Broadway, SARATOGA SPRINGS, NY, 12866-4532
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARATOGA SPRINGS, SARATOGA, NY, 12866-4256
Project Congressional District NY-20
Number of Employees 24
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 112475
Originating Lender Name Saratoga National Bank and Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 371114.82
Forgiveness Paid Date 2021-05-06

Related by officers

No related officers

Related by address

19 Railroad Place, Suite 301, Saratoga Springs, NY, United States, 12866

DAKRI HOLDINGS, LLC WILMA WILBUR, LLC

Date of last update: 24 Mar 2025

Sources: New York Secretary of State

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