Search icon

HOLTZ FOREST AND SHADE TREE, LLC

Company Details

Name: HOLTZ FOREST AND SHADE TREE, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Dec 2017 (7 years ago)
Entity Number: 5254186
ZIP code: 14425
County: Ontario
Place of Formation: New York
Address: 5499 HOLTZ ROAD, FARMINGTON, NY, United States, 14425

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HOLTZ FOREST AND SHADE TREE, LLC 401(K) PLAN 2023 823806205 2024-09-16 HOLTZ FOREST AND SHADE TREE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 541320
Sponsor’s telephone number 5852818535
Plan sponsor’s address 5499 HOLTZ RD., FARMINGTON, NY, 14425

Signature of

Role Plan administrator
Date 2024-09-16
Name of individual signing KEVIN HOLTZ
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
KEVIN J. HOLTZ DOS Process Agent 5499 HOLTZ ROAD, FARMINGTON, NY, United States, 14425

Filings

Filing Number Date Filed Type Effective Date
171221010094 2017-12-21 ARTICLES OF ORGANIZATION 2018-01-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6078077001 2020-04-06 0219 PPP 5499 HOLTZ RD, FARMINGTON, NY, 14425-9560
Loan Status Date 2021-02-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20700
Loan Approval Amount (current) 20700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FARMINGTON, ONTARIO, NY, 14425-9560
Project Congressional District NY-24
Number of Employees 4
NAICS code 111421
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20848.93
Forgiveness Paid Date 2021-01-06

Date of last update: 24 Mar 2025

Sources: New York Secretary of State