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  5. BROADSTONE ADVISORS, LLC

BROADSTONE ADVISORS, LLC

Company Details

Name: BROADSTONE ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 May 2019 (6 years ago)
Entity Number: 5553780
ZIP code: 12180
County: Rensselaer
Place of Formation: New York
Address: 11 EAGLE RIDGE DR, TROY, NY, United States, 12180

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BROADSTONE ADVISORS, LLC 401(K) PLAN 2023 263553987 2024-10-15 BROADSTONE ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182203062
Plan sponsor’s address 24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing TODD MCDONALD
Valid signature Filed with authorized/valid electronic signature
BROADSTONE ADVISORS, LLC 401(K) PLAN 2022 263553987 2023-10-11 BROADSTONE ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182203062
Plan sponsor’s address 24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing TODD MCDONALD
BROADSTONE ADVISORS, LLC 401(K) PLAN 2021 263553987 2022-10-14 BROADSTONE ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182203063
Plan sponsor’s address 24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing TODD MCDONALD
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing TODD MCDONALD
BROADSTONE ADVISORS, LLC 401(K) PLAN 2020 263553987 2021-10-14 BROADSTONE ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182203062
Plan sponsor’s address 24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2021-10-14
Name of individual signing TODD MCDONALD
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing TODD MCDONALD
BROADSTONE ADVISORS, LLC 401(K) PLAN 2019 263553987 2020-10-02 BROADSTONE ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5182203063
Plan sponsor’s address 24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2020-10-02
Name of individual signing TODD MCDONALD
Role Employer/plan sponsor
Date 2020-10-02
Name of individual signing TODD MCDONALD
BROADSTONE ADVISORS, LLC 401(K) PLAN 2018 263553987 2019-09-13 BROADSTONE ADVISORS, 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 5182203062
Plan sponsor’s address 24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2019-09-13
Name of individual signing TODD MCDONALD
Role Employer/plan sponsor
Date 2019-09-13
Name of individual signing TODD MCDONALD

Agent

Name Role Address
NYSCORPORATION.COM Agent 1971 WESTERN AVE, #1121, ALBANY, NY, 12203

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 11 EAGLE RIDGE DR, TROY, NY, United States, 12180

Filings

Filing Number Date Filed Type Effective Date
190516010020 2019-05-16 ARTICLES OF ORGANIZATION 2019-05-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3928967110 2020-04-12 0248 PPP 24 Century Hill Dr, Latham, NY, 12110
Loan Status Date 2021-04-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 43000
Loan Approval Amount (current) 43000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50271
Servicing Lender Name Pioneer Bank, National Association
Servicing Lender Address 652 Albany Shaker Rd, ALBANY, NY, 12211
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Latham, ALBANY, NY, 12110-0001
Project Congressional District NY-20
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 50271
Originating Lender Name Pioneer Bank, National Association
Originating Lender Address ALBANY, NY
Gender Unanswered
Veteran Non-Veteran
Forgiveness Amount 43379.34
Forgiveness Paid Date 2021-03-09

Related by officers

NYSCORPORATION.COM

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THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC CONTEMPORARY FILM FUND LLC

Related by address

No related companies by address

Date of last update: 23 Mar 2025

Sources: New York Secretary of State

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