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APS WEALTH MANAGEMENT, LLC

Company Details

Name: APS WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Oct 2018 (6 years ago)
Entity Number: 5427574
ZIP code: 11746
County: Suffolk
Place of Formation: Delaware
Address: 1 HUNTINGTON QUADRANGLE, SUITE 2S04, MELVILLE, NY, United States, 11746

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
APS WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2023 832028253 2024-09-27 APS WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5162288444
Plan sponsor’s address 1 HUNTINGTON QUADRANGLE, SUITE 3N03, MELVILLE, NY, 11747
APS WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2022 832028253 2023-09-28 APS WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5162288444
Plan sponsor’s address 1 HUNTINGTON QUADRANGLE, SUITE 3N03, MELVILLE, NY, 11747
APS WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2021 832028253 2022-09-20 APS WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5162288444
Plan sponsor’s address 1 HUNTINGTON QUADRANGLE, SUITE 3N03, MELVILLE, NY, 11747
APS WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2020 832028253 2021-10-06 APS WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5162288444
Plan sponsor’s address 1 HUNTINGTON QUADRANGLE, SUITE 2S04, MELVILLE, NY, 11747

Agent

Name Role Address
STEVEN MUSMANNO Agent 1 HUNTINGTON QUADRANGLE, SUITE 2S04, MELVILLE, NY, 11746

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1 HUNTINGTON QUADRANGLE, SUITE 2S04, MELVILLE, NY, United States, 11746

Filings

Filing Number Date Filed Type Effective Date
210209000169 2021-02-09 CERTIFICATE OF CHANGE 2021-02-09
181017000478 2018-10-17 APPLICATION OF AUTHORITY 2018-10-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9952457303 2020-05-03 0235 PPP 1 Huntington Quadrangle Suite 2S04, MELVILLE, NY, 11747
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41665
Loan Approval Amount (current) 41665
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 New Business or 2 years or less
Project Address MELVILLE, SUFFOLK, NY, 11747-0001
Project Congressional District NY-01
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42134.56
Forgiveness Paid Date 2021-06-24

Date of last update: 23 Mar 2025

Sources: New York Secretary of State