Shade Tree Advisors LLC
California
Registered In
09/19/2019
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Shade Tree Advisors LLC at 4445 Eastgate Mall STE 200, San Diego, Ca 92121 lists Jesse Oak George of Saratoga Springs, NY and Jon Bernstein of San Diego, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Terminated
Registration Type
Foreign
Foreign Jurisdiction
New York
Search Other Resources
People
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Jonathon Bernstein
Individual Agent
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4445 EASTGATE MALL STE 200, SAN DIEGO, CA 92121
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Jesse Oak George
CEO
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268 BROADWAY STE 101, SARATOGA SPRINGS, NY 12866
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Jon Bernstein
Manager
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4445 EASTGATE MALL STE 200, SAN DIEGO, CA 92121
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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4445 EASTGATE MALL STE 200, SAN DIEGO, CA 92121
View Map
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268 BROADWAY STE 101, SARATOGA SPRINGS, NY 12866
(Mailing)
View Map
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Financials
Financial Information for Shade Tree Advisors LLC
Form 5500
SHADE TREE ADVISORS LLC
19 Railroad Place Suite 301, Saratoga Springs, Ny 12866 (914) 391-8234 EIN:82-2341785 Plan Admin:Smorganstein| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 66 Assets BOY/EOY$1,629,881 / $2,740,594 | 2023 | SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 59 / 66 | $1,629,881 / $2,740,594 |
| 2022 | Plan NameSHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY63 / 60 Assets BOY/EOY$1,545,495 / $1,629,881 | 2022 | SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 63 / 60 | $1,545,495 / $1,629,881 |
| 2021 | Plan NameSHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY48 / 63 Assets BOY/EOY$957,607 / $1,545,495 | 2021 | SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 48 / 63 | $957,607 / $1,545,495 |
| 2020 | Plan NameSHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 47 Assets BOY/EOY$432,716 / $957,607 | 2020 | SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 32 / 47 | $432,716 / $957,607 |
| 2019 | Plan NameSHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 31 Assets BOY/EOY$145,940 / $432,716 | 2019 | SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 31 | $145,940 / $432,716 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SHADE TREE ADVISORS LLC
268 Broadway Suite 101, SARATOGA SPRINGS, NY 12866-4256| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$367,400 Forgiven$371,115 LenderSaratoga National Bank and Trust Company Jobs24 | 04/28/2020 | $367,400 | $371,115 | Saratoga National Bank and Trust Company | 24 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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