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  5. DOCUMENTATION STRATEGIES, INC.

DOCUMENTATION STRATEGIES, INC.

Headquarter

Company Details

Name: DOCUMENTATION STRATEGIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Jun 1984 (41 years ago)
Entity Number: 927369
ZIP code: 12144
County: Rensselaer
Place of Formation: New York
Activity Description: Documentation Strategies has provided technical writing and IT consulting services since 1981. Services include web content and consolidation, training, e-learning, project management, business analysis, software testing and IT staffing.
Address: 15 Second Avenue, 15 SECOND AVENUE, Rensselaer, NY, United States, 12144
Principal Address: 15 SECOND AVE, RENSSELAER, NY, United States, 12144

Contact Details

Phone +1 518-432-1233

Website http://www.docstrats.com

Shares Details

Shares issued 100

Share Par Value 0

Type NO PAR VALUE

Activities

#541511 Custom Computer Programming Services

Links between entities

Type Company Name Company Number State
Headquarter of DOCUMENTATION STRATEGIES, INC., RHODE ISLAND 001732936 RHODE ISLAND

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
XUBBEQBQNG56 2025-01-08 15 2ND AVE, RENSSELAER, NY, 12144, 2826, USA 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA

Business Information
Doing Business As DOCUMENTATION STRATEGIES INC
URL www.docstrats.com
Congressional District 20
State/Country of Incorporation NY, USA
Activation Date 2024-01-22
Initial Registration Date 2009-05-20
Entity Start Date 1984-07-01
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541219, 541511, 541512, 541611, 541614, 561320, 561410, 611420
Product and Service Codes DA01, DD01, DF01, DH01, R408, R699, R704, T013, U008, U009, U012

Points of Contacts
Electronic Business
Title PRIMARY POC
Name TAMI M. COLE
Role PRESIDENT
Address 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA
Title ALTERNATE POC
Name TAMI M. COLE
Role PRESIDENT
Address 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA
Government Business
Title PRIMARY POC
Name TAMI M. COLE
Role PRESIDENT & CEO
Address 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA
Title ALTERNATE POC
Name CAROL RHATIGAN
Role COO
Address 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA
Past Performance
Title PRIMARY POC
Name TAMI M. COLE
Role PRESIDENT
Address 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA
Title ALTERNATE POC
Name CAROL RHATIGAN
Role COO
Address 15 SECOND AVENUE, RENSSELAER, NY, 12144, 2826, USA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
5GTB4 Active Non-Manufacturer 2009-05-21 2024-03-10 2029-01-22 2025-01-08

Contact Information
POC TAMI M.. COLE
Phone +1 518-432-1233
Address 15 2ND AVE, RENSSELAER, NY, 12144 2826, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2023 141657145 2024-05-29 DOCUMENTATION STRATEGIES, INC. 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing LORI ROHRBACHER
Role Employer/plan sponsor
Date 2024-05-29
Name of individual signing LORI ROHRBACHER
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2022 141657145 2023-09-26 DOCUMENTATION STRATEGIES, INC. 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2023-09-26
Name of individual signing CAROL RHATIGAN
Role Employer/plan sponsor
Date 2023-09-26
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2021 141657145 2022-09-28 DOCUMENTATION STRATEGIES, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2022-09-28
Name of individual signing CAROL RHATIGAN
Role Employer/plan sponsor
Date 2022-09-28
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2020 141657145 2021-08-31 DOCUMENTATION STRATEGIES, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2021-08-31
Name of individual signing CAROL RHATIGAN
Role Employer/plan sponsor
Date 2021-08-31
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2019 141657145 2020-05-15 DOCUMENTATION STRATEGIES, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2020-05-15
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2018 141657145 2019-08-01 DOCUMENTATION STRATEGIES, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2019-08-01
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES, INC. 401(K) PLAN 2017 141657145 2018-09-25 DOCUMENTATION STRATEGIES, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2018-09-25
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES INC 401(K) 2016 141657145 2017-05-23 DOCUMENTATION STRATEGIES INC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541511
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2017-05-23
Name of individual signing CAROL RHATIGAN
DOCUMENTATION STRATEGIES, INC 401(K) PLAN 2013 141657145 2014-06-24 DOCUMENTATION STRATEGIES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-06-01
Business code 541519
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2014-06-24
Name of individual signing ANN MOYNIHAN
DOCUMENTATION STRATEGIES, INC 401(K) PLAN 2012 141657145 2013-06-13 DOCUMENTATION STRATEGIES 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-06-01
Business code 541519
Sponsor’s telephone number 5184321233
Plan sponsor’s address 15 SECOND AVENUE, RENSSELAER, NY, 12144

Signature of
Role Plan administrator
Date 2013-06-13
Name of individual signing ANN MOYNIHAN

Chief Executive Officer

Name Role Address
TAMI M COLE Chief Executive Officer 15 SECOND AVE, RENSSELAER, NY, United States, 12144

DOS Process Agent

Name Role Address
DOCUMENTATION STRATEGIES, INC. DOS Process Agent 15 Second Avenue, 15 SECOND AVENUE, Rensselaer, NY, United States, 12144

Agent

Name Role
REGISTERED AGENT REVOKED Agent

History

Start date End date Type Value
2024-06-03 2024-06-03 Address 15 SECOND AVE, RENSSELAER, NY, 12144, USA (Type of address: Chief Executive Officer)
2023-11-15 2024-06-03 Shares Share type: PAR VALUE, Number of shares: 1000000, Par value: 0.0001
2023-11-15 2024-06-03 Address 15 Second Avenue, 15 SECOND AVENUE, Rensselaer, NY, 12144, USA (Type of address: Service of Process)
2023-11-15 2024-06-03 Address 15 SECOND AVE, RENSSELAER, NY, 12144, USA (Type of address: Chief Executive Officer)
2023-11-15 2023-11-15 Address 15 SECOND AVE, RENSSELAER, NY, 12144, USA (Type of address: Chief Executive Officer)
2021-06-25 2023-11-15 Shares Share type: PAR VALUE, Number of shares: 1000000, Par value: 0.0001
2018-06-04 2023-11-15 Address 15 SECOND AVENUE, 15 SECOND AVENUE, RENSSELAER, NY, 12144, USA (Type of address: Service of Process)
2016-06-02 2023-11-15 Address 15 SECOND AVE, RENSSELAER, NY, 12144, USA (Type of address: Chief Executive Officer)
2003-08-22 2021-06-25 Shares Share type: PAR VALUE, Number of shares: 1000000, Par value: 0.0001
2003-08-22 2018-06-04 Address ATTN: PRESIDENT, 15 SECOND AVENUE, RENSSELAER, NY, 12144, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240603006033 2024-06-03 BIENNIAL STATEMENT 2024-06-03
231115001455 2023-11-15 BIENNIAL STATEMENT 2022-06-01
200601061200 2020-06-01 BIENNIAL STATEMENT 2020-06-01
180604007627 2018-06-04 BIENNIAL STATEMENT 2018-06-01
160602006832 2016-06-02 BIENNIAL STATEMENT 2016-06-01
140612006473 2014-06-12 BIENNIAL STATEMENT 2014-06-01
120628006105 2012-06-28 BIENNIAL STATEMENT 2012-06-01
080625002002 2008-06-25 BIENNIAL STATEMENT 2008-06-01
060531002819 2006-05-31 BIENNIAL STATEMENT 2006-06-01
040630002203 2004-06-30 BIENNIAL STATEMENT 2004-06-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3438847106 2020-04-11 0248 PPP 15 Second Avenue, RENSSELAER, NY, 12144-2826
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 214200
Loan Approval Amount (current) 214200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address RENSSELAER, RENSSELAER, NY, 12144-2826
Project Congressional District NY-20
Number of Employees 21
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 215678.86
Forgiveness Paid Date 2020-12-31

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1083619 DOCUMENTATION STRATEGIES, INC. DOCUMENTATION STRATEGIES INC XUBBEQBQNG56 15 2ND AVE, RENSSELAER, NY, 12144-2826
Capabilities Statement Link -
Phone Number 518-424-3691
Fax Number -
E-mail Address jennifer.fitzpatrick@docstrats.com
WWW Page www.docstrats.com
E-Commerce Website http://www.docstrats.com
Contact Person JENNIFER FITZPATRICK
County Code (3 digit) 083
Congressional District 20
Metropolitan Statistical Area 0160
CAGE Code 5GTB4
Year Established 1984
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SYRACUSE DISTRICT OFFICE (SBA office code 0248)
Capabilities Narrative Provide IT Consulting and Training Services, such as, Project Managers, Business Analysts, Testers, Technical Writers, Project Support Staff (PMO), Help Desk resources
Special Equipment/Materials (none given)
Business Type Percentages Service (100 %)
Keywords PMO Support, Project Support Services, Staff Augmentation, Business Analysis, Project Management, Proposal Writing Support.
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Tami Cole
Role President/CEO

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 561410
NAICS Code's Description Document Preparation Services
Buy Green Yes
Code 541219
NAICS Code's Description Other Accounting Services
Buy Green Yes
Code 541511
NAICS Code's Description Custom Computer Programming Services
Buy Green Yes
Code 541512
NAICS Code's Description Computer Systems Design Services
Buy Green Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 541614
NAICS Code's Description Process, Physical Distribution and Logistics Consulting Services
Buy Green Yes
Code 561320
NAICS Code's Description Temporary Help Services
Buy Green Yes
Code 611420
NAICS Code's Description Computer Training
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

REGISTERED AGENT REVOKED

TECHSPACE NEW YORK INC. BH SALES & MARKETING, LLC KOC FUNDING CORPORATION TRANS POWER MAURITIUS DHB INC. BALDWIN REALTY CONSULTANTS, INC. SUDO COACHING LLC ARLON OPPORTUNITIES INVESTORS GP LLC KARL ALEPH INC. SHOPPINGTOWN MALL, L.P.

Related by address

15 SECOND AVE, RENSSELAER, NY, United States, 12144

PATROON MANOR REALTY, INC.

Date of last update: 31 Mar 2025

Sources: New York Secretary of State

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