Klerer Financial Services, Inc.
New York
New York
Registered In
02/06/2001
Incorp. Date
Company Summary
Klerer Financial Services, Inc. at Nassau County lists C/O Eric Kutner and Mark Klebanoff of Wantagh, NY as the associates.
Overview
Registered In
New York
Incorporation Date
Company Type
Domestic Business Corporation
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
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C/O Eric Kutner
DOS Process
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3272 MERRICK RD, WANTAGH, NY 11793
(View Past Addresses)
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|
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Mark Klebanoff
CEO
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MARK KLEBANOFF, WANTAGH, NY 11793
(View Past Addresses)
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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Nassau County
View Map
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Financials
Financial Information for Klerer Financial Services, Inc.
Form 5500
KLERER FINANCIAL SERVICES INC.
3272 Merrick Road, Wantagh, Ny 11793 (516) 409-5500 EIN:11-3592473 Plan Admin:Mark Scherer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameKLERER FINANCIAL SERVICES INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,389,577 / $1,714,784 | 2023 | KLERER FINANCIAL SERVICES INC. 401K PLAN - Plan #001 | 4 / 4 | $1,389,577 / $1,714,784 |
| 2022 | Plan NameKLERER FINANCIAL SERVICES INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,632,761 / $1,389,577 | 2022 | KLERER FINANCIAL SERVICES INC. 401K PLAN - Plan #001 | 4 / 4 | $1,632,761 / $1,389,577 |
| 2021 | Plan NameKLERER FINANCIAL SERVICES INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,349,432 / $1,632,761 | 2021 | KLERER FINANCIAL SERVICES INC. 401K PLAN - Plan #001 | 4 / 4 | $1,349,432 / $1,632,761 |
| 2020 | Plan NameKLERER FINANCIAL SERVICES INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,106,453 / $1,349,432 | 2020 | KLERER FINANCIAL SERVICES INC. 401K PLAN - Plan #001 | 4 / 4 | $1,106,453 / $1,349,432 |
| 2019 | Plan NameKLERER FINANCIAL SERVICES INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$860,365 / $1,106,453 | 2019 | KLERER FINANCIAL SERVICES INC. 401K PLAN - Plan #001 | 4 / 4 | $860,365 / $1,106,453 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
KLERER FINANCIAL SERVICES INC
3272 Merrick Rd, Wantagh, NY 11793-4339 Industry:Insurance Agencies and Brokerages Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/12/2021 | Approved$48,600 Forgiven$48,891 LenderJPMorgan Chase Bank, National Association Jobs6 | 03/12/2021 | $48,600 | $48,891 | JPMorgan Chase Bank, National Association | 6 |
| 05/01/2020 | Approved$48,600 Forgiven$49,017 LenderJPMorgan Chase Bank, National Association Jobs6 | 05/01/2020 | $48,600 | $49,017 | JPMorgan Chase Bank, National Association | 6 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Mark Klebanoff - Wantagh, NY
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Klerer Realty Corp.
Registered in New York
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Wantagh, NY | View Report |
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
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