Tap Advisors LLC

New York
Registered In
08/12/2009
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Tap Advisors LLC at New York County lists Tap Advisors Llc of New York, NY as the associate.

Registered In
New York
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Limited Liability Company
Status
Not Available
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Tap Advisors Llc DOS Process
390 PARK AVE FL 9TH, NEW YORK, NY 10022
New York County View Map

Financial Information for Tap Advisors LLC

Form 5500

TAP ADVISORS LLC

767 Fifth Avenue, 18th Fl., New York, Ny 10153 (212) 909-9007 EIN:27-0645708 Plan Admin:F. Davis Terry, Jr.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTAP ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,734,856 / $4,610,914 2023 TAP ADVISORS LLC CASH BALANCE PLAN - Plan #002 5 / 5 $3,734,856 / $4,610,914
2022 Plan NameTAP ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$6,088,732 / $3,734,856 2022 TAP ADVISORS LLC CASH BALANCE PLAN - Plan #002 6 / 5 $6,088,732 / $3,734,856
2022 Plan NameTAP ADVISORS LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$1,452,403 / $1,266,160 2022 TAP ADVISORS LLC PROFIT SHARING PLAN - Plan #001 12 / 9 $1,452,403 / $1,266,160
2021 Plan NameTAP ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$4,396,834 / $6,088,732 2021 TAP ADVISORS LLC CASH BALANCE PLAN - Plan #002 7 / 6 $4,396,834 / $6,088,732
2021 Plan NameTAP ADVISORS LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,249,861 / $1,452,403 2021 TAP ADVISORS LLC PROFIT SHARING PLAN - Plan #001 12 / 11 $1,249,861 / $1,452,403
2020 Plan NameTAP ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,336,931 / $4,396,834 2020 TAP ADVISORS LLC CASH BALANCE PLAN - Plan #002 6 / 6 $3,336,931 / $4,396,834
2020 Plan NameTAP ADVISORS LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,061,672 / $1,249,861 2020 TAP ADVISORS LLC PROFIT SHARING PLAN - Plan #001 10 / 10 $1,061,672 / $1,249,861
2019 Plan NameTAP ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,472,208 / $3,336,931 2019 TAP ADVISORS LLC CASH BALANCE PLAN - Plan #002 5 / 5 $2,472,208 / $3,336,931
2019 Plan NameTAP ADVISORS LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$690,007 / $1,061,672 2019 TAP ADVISORS LLC PROFIT SHARING PLAN - Plan #001 10 / 10 $690,007 / $1,061,672
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TAP ADVISORS LLC

767 5th Ave Fl 18, New York, NY 10153-0001 Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
03/24/2021 Approved$490,182 Forgiven$494,291 LenderNew York Business Development Corporation Jobs22 03/24/2021 $490,182 $494,291 New York Business Development Corporation 22
04/09/2020 Approved$450,900 Forgiven$456,261 LenderNew York Business Development Corporation Jobs21 04/09/2020 $450,900 $456,261 New York Business Development Corporation 21
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Tap Growth Advisors, LLC Registered in New York
New York, NY View Report
Tap Advisors LLC Registered in Florida
Saint Cloud, FL View Report
Tap Financial Advisors LLC Registered in Pennsylvania
View Report
Tap Advisors, LLC Registered in Oklahoma
Oklahoma City, OK View Report
Tap Investment Advisors, LLC Registered in Connecticut
Greenwich, CT View Report
Tap Advisors LLC Registered in New Hampshire
Bedford, NH New York, 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.
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