David Lerner Associates, Inc.
North Carolina
Registered In
01/20/1986
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
David Lerner Associates, Inc. at 477 Jericho Tpke, Syosset, Ny 11791 lists Martin Walcoe and Joseph Pickard of Syosset, NY as the associates.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New York
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
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Martin Walcoe
President
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477 JERICHO TPKE, SYOSSET, NY 11791
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Joseph Pickard
Secretary
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477 JERICHO TPKE, SYOSSET, NY 11791
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477 JERICHO TPKE, SYOSSET, NY 11791
View Map
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
(Mailing)
View Map
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Financial Information for David Lerner Associates, Inc.
Form 5500
DAVID LERNER ASSOCIATES, INC.
PO Box 9006 477 Jericho Turnpike, Syosset, Ny 11791 (516) 921-4200 EIN:11-2374466 Plan Admin:Martin Walcoe| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY239 / 223 Assets BOY/EOY$53,626,471 / $44,581,068 | 2022 | DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 | 239 / 223 | $53,626,471 / $44,581,068 |
| 2022 | Plan NameDAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY193 / 0 Assets BOY/EOY$0 / $0 | 2022 | DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN - Plan #501 | 193 / 0 | $0 / $0 |
| 2021 | Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY249 / 237 Assets BOY/EOY$46,723,768 / $53,626,471 | 2021 | DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 | 249 / 237 | $46,723,768 / $53,626,471 |
| 2021 | Plan NameDAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY208 / 0 Assets BOY/EOY$0 / $0 | 2021 | DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN - Plan #501 | 208 / 0 | $0 / $0 |
| 2020 | Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY282 / 249 Assets BOY/EOY$44,240,994 / $46,723,768 | 2020 | DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 | 282 / 249 | $44,240,994 / $46,723,768 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DAVID LERNER ASSOCIATES, INC.
477 Jericho Turnpike, SYOSSET, NY 11791-4510 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$4,006,870 Forgiven$4,052,428 LenderThe Huntington National Bank Jobs231 | 04/11/2020 | $4,006,870 | $4,052,428 | The Huntington National Bank | 231 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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