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AIM FIDELIS ASSET MANAGEMENT, LLC

Company Details

Name: AIM FIDELIS ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Dec 2017 (7 years ago)
Entity Number: 5244614
ZIP code: 10168
County: New York
Place of Formation: New York
Address: 122 East 42nd Street, Suite 4105, NEW YORK, NY, United States, 10168

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AIM FIDELIS 401(K) PLAN 2023 823588555 2024-10-09 AIM FIDELIS ASSET MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6465597101
Plan sponsor’s address 122 EAST 42ND STREET, SUITE 4105, NEW YORK, NY, 10168

Signature of

Role Plan administrator
Date 2024-10-09
Name of individual signing MICHAEL DEJANA
Valid signature Filed with authorized/valid electronic signature
AIM FIDELIS 401(K) PLAN 2022 823588555 2023-09-21 AIM FIDELIS ASSET MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6465597101
Plan sponsor’s address 122 EAST 42ND STREET, SUITE 4105, NEW YORK, NY, 10168

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing MICHAEL DEJANA
AIM FIDELIS 401(K) PLAN 2021 823588555 2022-10-13 AIM FIDELIS ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6465597101
Plan sponsor’s address 122 EAST 42ND STREET, SUITE 4105, NEW YORK, NY, 10168

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing MICHAEL DEJANA
AIM FIDELIS 401(K) PLAN 2020 823588555 2021-09-27 AIM FIDELIS ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6465597101
Plan sponsor’s address 489 FIFTH AVENUE, 21ST FLOOR, NEW YORK, NY, 10017

Signature of

Role Plan administrator
Date 2021-09-27
Name of individual signing MICHAEL DEJANA
AIM FIDELIS 401(K) PLAN 2019 823588555 2020-10-08 AIM FIDELIS ASSET MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6465597101
Plan sponsor’s address 489 FIFTH AVENUE, 21ST FLOOR, NEW YORK, NY, 10017

Signature of

Role Plan administrator
Date 2020-10-08
Name of individual signing MICHAEL DEJANA

DOS Process Agent

Name Role Address
MICHAEL A DEJANA DOS Process Agent 122 East 42nd Street, Suite 4105, NEW YORK, NY, United States, 10168

Agent

Name Role Address
MICHAEL DEJANA Agent 555 MADISON AVENUE, 5TH FLOOR, NEW YORK, NY, 10022

History

Start date End date Type Value
2017-12-04 2019-12-04 Address 555 MADISON AVENUE, 5TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
211206003012 2021-12-06 BIENNIAL STATEMENT 2021-12-06
191204060035 2019-12-04 BIENNIAL STATEMENT 2019-12-01
180208000548 2018-02-08 CERTIFICATE OF PUBLICATION 2018-02-08
171204010404 2017-12-04 ARTICLES OF ORGANIZATION 2017-12-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1547047810 2020-05-21 0202 PPP 489 5th Avenue 21st Floor, New York, NY, 10017
Loan Status Date 2021-08-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33642.5
Loan Approval Amount (current) 33642.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 113190
Servicing Lender Name American Express National Bank
Servicing Lender Address 115 West Towne Ridge Parkway, Sandy, UT, 84070
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New York, NEW YORK, NY, 10017-0001
Project Congressional District NY-12
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 113190
Originating Lender Name American Express National Bank
Originating Lender Address Sandy, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 34015.79
Forgiveness Paid Date 2021-07-06

Date of last update: 24 Mar 2025

Sources: New York Secretary of State