Castalia Advisors LLC
New York
New York
Registered In
08/27/2003
Incorp. Date
Company Summary
Castalia Advisors LLC at Westchester County lists Castalia Advisors Llc of Pound Ridge, NY as the associate.
- Registered In
- New York
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Castalia Advisors Llc
DOS Process
|
11 APPLE TREE LN, POUND RIDGE, NY 10576
|
|
Westchester County
View Map
|
Financial Information for Castalia Advisors LLC
Form 5500
CASTALIA ADVISORS LLC
11 Apple Tree Lane, Pound Ridge, Ny 10576 (914) 733-7381 EIN:30-0208528 Plan Admin:Jay C. Goodgal| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,464,281 / $1,577,012 | 2023 | CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN - Plan #001 | 3 / 3 | $1,464,281 / $1,577,012 |
| 2022 | Plan NameCASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,426,719 / $1,464,281 | 2022 | CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN - Plan #001 | 3 / 3 | $1,426,719 / $1,464,281 |
| 2021 | Plan NameCASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,390,702 / $1,426,719 | 2021 | CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN - Plan #001 | 3 / 3 | $1,390,702 / $1,426,719 |
| 2020 | Plan NameCASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,328,779 / $1,390,702 | 2020 | CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN - Plan #001 | 3 / 3 | $1,328,779 / $1,390,702 |
| 2019 | Plan NameCASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,251,714 / $1,328,779 | 2019 | CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN - Plan #001 | 3 / 3 | $1,251,714 / $1,328,779 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CASTALIA ADVISORS LLC
11 Apple Tree Ln, Pound Ridge, NY 10576-2338 Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/30/2021 | Approved$13,000 Forgiven$13,182 LenderCitibank, N.A. Jobs3 | 01/30/2021 | $13,000 | $13,182 | Citibank, N.A. | 3 |
| 04/28/2020 | Approved$13,000 Forgiven$13,099 LenderCitibank, N.A. Jobs3 | 04/28/2020 | $13,000 | $13,099 | Citibank, N.A. | 3 |
PPP Loans based on Paycheck Protection Program.
Person City Match:Pound Ridge, NY
|
Bpj Holding Inc.
Registered in New York
|
Pound Ridge, NY | View Report | |
|
Pamela St. Hwy 80 LLC
Registered in New York
|
Pound Ridge, NY | View Report | |
|
Viman Consulting LLC
Registered in New York
|
Pound Ridge, NY | View Report | |
|
Weasel Warrior Studios, Inc.
Registered in New York
|
Pound Ridge, NY | View Report | |
|
Westchester Bluegrass Society, Inc.
Registered in New York
|
Pound Ridge, NY | View Report | |
|
Westchester Cbd, LLC
Registered in New York
|
Pound Ridge, NY | View Report | |
|
Zaino Ventures, LLC
Registered in New York
|
Pound Ridge, NY | View Report | |
|
35 Claudia Drive LLC
Registered in Connecticut
|
Pound Ridge, NY Stamford, CT | View Report | |
|
Pound Ridge Stone & Landscaping, Inc.
Registered in Connecticut
|
Hartford, CT South Salem, NY | View Report | |
|
Tresser Blvd LLC
Registered in Connecticut
|
Pound Ridge, NY | View Report | |
|
Hwg Advisory Services, LLC
Registered in Connecticut
|
Dover, DE Pound Ridge, NY (1 more) | View Report | |
|
Zendition, LLC
Registered in Connecticut
|
Goshen, NY Greenwich, CT | View Report | |
|
Irina Gosh Enterprises, LLC
Registered in Connecticut
|
Hartford, CT Westport, CT | View Report | |
|
Riverside Design 359, LLC
Registered in Connecticut
|
New Canaan, CT Pound Ridge, NY | View Report | |
|
The Advisory Council International LLC
Registered in Connecticut
|
Bedford, NH Burlington, NC | View Report | |
|
Mario Luiggi LLC
Registered in Texas
|
Pound Ridge, NY | View Report | |
|
Avalon Business Solutions LLC
Registered in Florida
|
Pound Ridge, NY Scarsdale, NY | View Report | |
|
Ws St. Pete Realty, LLC
Registered in Florida
|
Plantation, FL Saint Petersburg, FL (1 more) | View Report | |
|
The Withers Winery Holdings, LLC
Registered in New Hampshire
|
Concord, NH Pound Ridge, NY (1 more) | View Report | |
|
Atlantic Street Lofts, LLC
Registered in Connecticut
|
Hartford, CT Pound Ridge, NY | View Report |
The following government agencies have contributed data:
New York Department of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States