Lebenthal Financial Services, Inc.
Massachusetts
Registered In
02/09/2009
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Lebenthal Financial Services, Inc. at 500 N Broadway STE 238, Jericho, Ny 11753 lists Michael Hartzman and Dominick Tavella as the associates.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New York
- Company Type
- Foreign Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agent Solutions, Inc.
Registered Agent
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44 SCHOOL ST STE 505, BOSTON, MA 02108
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Michael Hartzman
President
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Dominick Tavella
Vice President
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500 N BROADWAY STE 238, JERICHO, NY 11753
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Financial Information for Lebenthal Financial Services, Inc.
Form 5500
LEBENTHAL FINANCIAL SERVICES, INC.
500 North Broadway - Suite 238, Jericho, Ny 11753 (516) 349-5555 EIN:20-3156765 Plan Admin:Michael Hartzman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$2,357,622 / $1,958,114 | 2022 | LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 10 / 11 | $2,357,622 / $1,958,114 |
| 2021 | Plan NameLEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,972,731 / $2,357,622 | 2021 | LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 10 / 10 | $1,972,731 / $2,357,622 |
| 2020 | Plan NameLEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,536,311 / $1,972,731 | 2020 | LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 10 / 10 | $1,536,311 / $1,972,731 |
| 2019 | Plan NameLEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,149,610 / $1,536,311 | 2019 | LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 10 / 10 | $1,149,610 / $1,536,311 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEBENTHAL FINANCIAL SERVICES INC.
500 North Broadway Suite 238, Jericho, NY 11753 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$202,000 Forgiven$179,245 LenderCitibank, N.A. Jobs10 | 04/29/2020 | $202,000 | $179,245 | Citibank, N.A. | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:500 N Broadway Ste 238 Jericho, NY
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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