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  5. ACTUARIAL PENSION ANALYSTS, INC.

ACTUARIAL PENSION ANALYSTS, INC.

Headquarter

Company Details

Name: ACTUARIAL PENSION ANALYSTS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 04 Jan 1988 (37 years ago)
Entity Number: 1224058
ZIP code: 13066
County: Onondaga
Place of Formation: New York
Address: 7000 EAST GENESEE ST, FAYETTEVILLE, NY, United States, 13066

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Links between entities

Type Company Name Company Number State
Headquarter of ACTUARIAL PENSION ANALYSTS, INC., FLORIDA F21000002110 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2023 161316349 2024-10-11 ACTUARIAL PENSION ANALYSTS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JOANNE M. SHEPARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing JOANNE M. SHEPARD
Valid signature Filed with authorized/valid electronic signature
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2022 161316349 2023-10-13 ACTUARIAL PENSION ANALYSTS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2021 161316349 2022-10-13 ACTUARIAL PENSION ANALYSTS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2020 161316349 2021-10-14 ACTUARIAL PENSION ANALYSTS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541990
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2021-10-14
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2019 161316349 2020-10-09 ACTUARIAL PENSION ANALYSTS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2018 161316349 2019-10-10 ACTUARIAL PENSION ANALYSTS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2019-10-10
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2019-10-10
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2017 161316349 2018-10-11 ACTUARIAL PENSION ANALYSTS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2016 161316349 2017-10-04 ACTUARIAL PENSION ANALYSTS, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2017-10-04
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2017-10-04
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2015 161316349 2016-10-07 ACTUARIAL PENSION ANALYSTS, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2016-10-07
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2016-10-07
Name of individual signing JOANNE M. SHEPARD
ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2014 161316349 2015-09-23 ACTUARIAL PENSION ANALYSTS, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541219
Sponsor’s telephone number 3154452108
Plan sponsor’s address 7000 EAST GENESEE ST., FAYETTEVILLE, NY, 13066

Signature of
Role Plan administrator
Date 2015-09-23
Name of individual signing JOANNE M. SHEPARD
Role Employer/plan sponsor
Date 2015-09-23
Name of individual signing JOANNE M. SHEPARD

DOS Process Agent

Name Role Address
ACTUARIAL PENSION ANALYSTS, INC. DOS Process Agent 7000 EAST GENESEE ST, FAYETTEVILLE, NY, United States, 13066

Chief Executive Officer

Name Role Address
JOANNE M SHEPARD Chief Executive Officer 7000 E GENESEE ST, FAYETTEVILLE, NY, United States, 13066

History

Start date End date Type Value
1993-02-11 1998-01-26 Address 7000 EAST GENESEE ST, FAYETTEVILLE, NY, 13066, USA (Type of address: Chief Executive Officer)
1993-02-11 2021-01-20 Address 7000 EAST GENESEE ST, FAYETTEVILLE, NY, 13066, USA (Type of address: Service of Process)
1988-01-04 1993-02-11 Address 700 E GENESEE STREET, FAYETTEVILLE, NY, 13066, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210120060399 2021-01-20 BIENNIAL STATEMENT 2020-01-01
140213002271 2014-02-13 BIENNIAL STATEMENT 2014-01-01
120217002211 2012-02-17 BIENNIAL STATEMENT 2012-01-01
100204002066 2010-02-04 BIENNIAL STATEMENT 2010-01-01
080103002013 2008-01-03 BIENNIAL STATEMENT 2008-01-01
060201002902 2006-02-01 BIENNIAL STATEMENT 2006-01-01
040211003059 2004-02-11 BIENNIAL STATEMENT 2004-01-01
020225002651 2002-02-25 BIENNIAL STATEMENT 2002-01-01
000215002845 2000-02-15 BIENNIAL STATEMENT 2000-01-01
990527000480 1999-05-27 CERTIFICATE OF AMENDMENT 1999-05-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1500277703 2020-05-01 0248 PPP 7000 E GENESEE ST, FAYETTEVILLE, NY, 13066
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 216727
Loan Approval Amount (current) 216727
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FAYETTEVILLE, ONONDAGA, NY, 13066-0001
Project Congressional District NY-22
Number of Employees 13
NAICS code 541612
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 219523.5
Forgiveness Paid Date 2021-08-19

Related by officers

No related officers

Related by address

7000 EAST GENESEE ST, FAYETTEVILLE, NY, United States, 13066

EMPIRE SKATES-WEST, INC. JEFFREY A. MELTZER, D.M.D., P.C. METROPOLITAN AGENCY, INC.

Date of last update: 27 Feb 2025

Sources: New York Secretary of State

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