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LEVITSKY & BERNEY, P.C.

Date of last update: 28 Apr 2025. Data updated weekly.

Company Details

Entity Name: LEVITSKY & BERNEY, P.C.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Admin Dissolution Initiated
Date Formed: 07 Jan 1980
Business ALEI: 0100442
Annual report due: 07 Jan 2024
Business address: ONE BRADLEY RD, WOODBRIDGE, CT, 06525, United States
Mailing address: ONE BRADLEY RD, Suite 301, WOODBRIDGE, CT, United States, 06525
ZIP code: 06525
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: ASPADARO@L-BPC.COM

Industry & Business Activity

NAICS

541213 Tax Preparation Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEVITSKY & BERNEY, P. C. PROFIT SHARING PLAN 2022 061012254 2023-10-11 LEVITSKY & BERNEY, P. C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 065252235
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2021 061012254 2022-10-04 LEVITSKY & BERNEY, P. C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525
Plan sponsor’s address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2020 061012254 2021-10-12 LEVITSKY & BERNEY, P. C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525
Plan sponsor’s address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2019 061012254 2020-09-14 LEVITSKY & BERNEY, P. C. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2018 061012254 2019-07-22 LEVITSKY & BERNEY, P. C. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 4
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 4
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2017 061012254 2018-04-27 LEVITSKY & BERNEY, P. C. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 5
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 5
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2016 061012254 2017-10-06 LEVITSKY & BERNEY, P. C. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 10
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 11
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2015 061012254 2016-07-19 LEVITSKY & BERNEY, P. C. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 11
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 11
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2014 061012254 2015-06-01 LEVITSKY & BERNEY, P. C. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 13
Number of participants with account balances as of the end of the plan year 13
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2013 061012254 2014-07-15 LEVITSKY & BERNEY, P. C. 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 13
Number of participants with account balances as of the end of the plan year 13

Officer

Name Role Business address Phone E-Mail Residence address
Michael Spadaro Officer One Bradley Road, Suite 301, Woodbridge, CT, 06525, United States - - 53 Oak Ave, Madison, CT, 06443-2811, United States
ALPHONSE SPADARO JR. Officer ONE BRADLEY RD, SUITE 301, WOODBRIDGE, CT, 06525, United States +1 203-389-5371 aspadaro@l-bpc.com CT, 101 PEASE ROAD, WOODBRIDGE, CT, 06525, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ALPHONSE SPADARO JR. Agent ONE BRADLEY RD, WOODBRIDGE, CT, 06525, United States ONE BRADLEY RD, SUITE 301, WOODBRIDGE, CT, 06525, United States +1 203-389-5371 aspadaro@l-bpc.com CT, 101 PEASE ROAD, WOODBRIDGE, CT, 06525, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013372939 2025-04-16 - Administrative Dissolution Notice of Intent to Dissolve/Revoke -
BF-0011078513 2023-01-03 - Annual Report Annual Report -
BF-0010175781 2022-01-05 - Annual Report Annual Report 2022
BF-0010118970 2021-08-27 2021-08-27 Interim Notice Interim Notice -
0007266531 2021-03-29 - Annual Report Annual Report 2021
0006714055 2020-01-07 - Annual Report Annual Report 2020
0006307052 2019-01-04 - Annual Report Annual Report 2019
0006026804 2018-01-23 - Annual Report Annual Report 2018
0005735875 2017-01-11 - Annual Report Annual Report 2017
0005451439 2015-12-22 - Annual Report Annual Report 2016

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6318608600 2021-03-23 0156 PPS 100 Bradley Rd, Woodbridge, CT, 06525-2327
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 129363.12
Loan Approval Amount (current) 129363.12
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Woodbridge, NEW HAVEN, CT, 06525-2327
Project Congressional District CT-03
Number of Employees 7
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Male Owned
Veteran Veteran
Forgiveness Amount 130157.27
Forgiveness Paid Date 2021-11-03
6533817208 2020-04-28 0156 PPP 100 Bradley Rd, Woodbridge, CT, 06525-2327
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 173960.55
Loan Approval Amount (current) 173960.55
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Woodbridge, NEW HAVEN, CT, 06525-2327
Project Congressional District CT-03
Number of Employees 8
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Male Owned
Veteran Veteran
Forgiveness Amount 175733.98
Forgiveness Paid Date 2021-05-21

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005216138 Active OFS 2024-05-20 2029-07-14 AMENDMENT

Parties

Name LIBERTY BANK
Role Secured Party
Name LEVITSKY & BERNEY, P.C.
Role Debtor
0005180636 Active OFS 2023-12-08 2028-12-08 ORIG FIN STMT

Parties

Name LEVITSKY & BERNEY, P.C.
Role Debtor
Name Innovation Refunds
Role Secured Party
0003313372 Active OFS 2019-06-14 2029-07-14 AMENDMENT

Parties

Name LEVITSKY & BERNEY, P.C.
Role Debtor
Name LIBERTY BANK
Role Secured Party
0003005678 Active OFS 2014-07-14 2029-07-14 ORIG FIN STMT

Parties

Name LEVITSKY & BERNEY, P.C.
Role Debtor
Name LIBERTY BANK
Role Secured Party
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information