Klerer Financial Services, Inc.

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
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People

C/O Eric Kutner DOS Process
3272 MERRICK RD, WANTAGH, NY 11793 (View Past Addresses)
Mark Klebanoff CEO
MARK KLEBANOFF, WANTAGH, NY 11793 (View Past Addresses)
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

Nassau County View Map

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
Klerer Realty Corp. Registered in New York
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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