Purshe Kaplan Sterling Investments, Inc.
California
Registered In
02/26/2007
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Purshe Kaplan Sterling Investments, Inc. at 80 State St, Albany, Ny 12207 lists J Petter Purcell and Tracey L Bohley of Albany, NY as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
New York
Search Other Resources
People
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C T Corporation System
Registered 1505 Agent
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28 LIBERTY ST, NEW YORK, NY 10005
(View Past Addresses)
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J Petter Purcell
CEO
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80 STATE ST, ALBANY, NY 12207
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Tracey L Bohley
Chief Financial Officer
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80 STATE ST, ALBANY, NY 12207
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Vacant Vacant
Secretary
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80 STATE ST, ALBANY, NY 12207
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Showing current associates only (4 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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80 STATE ST, ALBANY, NY 12207
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Purshe Kaplan Sterling Investments, Inc.
Form 5500
PURSHE KAPLAN STERLING INVESTMENTS, INC.
80 State Street, Albany, Ny 12207 (518) 436-3536 EIN:13-3749682 Plan Admin:John Peter Purcell| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY127 / 129 Assets BOY/EOY$12,222,505 / $9,896,782 | 2022 | PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 | 127 / 129 | $12,222,505 / $9,896,782 |
| 2021 | Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY134 / 125 Assets BOY/EOY$11,063,035 / $12,222,505 | 2021 | PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 | 134 / 125 | $11,063,035 / $12,222,505 |
| 2020 | Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY116 / 123 Assets BOY/EOY$13,372,347 / $11,063,035 | 2020 | PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 | 116 / 123 | $13,372,347 / $11,063,035 |
| 2019 | Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY127 / 115 Assets BOY/EOY$10,639,987 / $13,372,347 | 2019 | PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 | 127 / 115 | $10,639,987 / $13,372,347 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PURSHE KAPLAN STERLING INVESTMENTS, INC.
18 Corporate Woods Blvd., ALBANY, NY 12211-2344| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$1,590,400 Forgiven$1,599,115 LenderFirst Financial Bank Jobs101 | 04/10/2020 | $1,590,400 | $1,599,115 | First Financial Bank | 101 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Tracey L Bohley - Albany, NY
|
Purshe Kaplan Sterling Investments, Inc.
Registered in North Carolina
|
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|
Purshe Kaplan Sterling Investments, Inc.
Registered in Mississippi
|
Albany, NY | View Report |
Person/City Match:Vacant Vacant - Albany, NY
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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