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MICHAEL G. MONTAG INSURANCE AGENCY, INC.

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

Company Details

Name:	MICHAEL G. MONTAG INSURANCE AGENCY, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	27 Mar 1991 (34 years ago)
Entity Number:	1519434
ZIP code:	14526
County:	Monroe
Place of Formation:	New York
Address:	1745 Penfield Road, Penfield, NY, United States, 14526
Principal Address:	1745 PENFIELD RD, PENFIELD, NY, United States, 14526

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401(K) PLAN

2023

223115607

2024-05-29

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	5853817008
Plan sponsor’s address	1745 PENFIELD RD, NEW YORK, NY, 145262139

Signature of

Role	Plan administrator
Date	2024-05-29
Name of individual signing	RACHAEL MONTAG

Role	Employer/plan sponsor
Date	2024-05-29
Name of individual signing	RACHAEL MONTAG

MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401(K) PLAN

2022

223115607

2023-09-21

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	5853817008
Plan sponsor’s address	1745 PENFIELD RD, NEW YORK, NY, 145262139

Signature of

Role	Plan administrator
Date	2023-09-21
Name of individual signing	RACHAEL MONTAG

MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401(K) PLAN

2021

223115607

2022-10-05

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	5853817008
Plan sponsor’s address	1745 PENFIELD RD, NEW YORK, NY, 145262139

Signature of

Role	Plan administrator
Date	2022-10-05
Name of individual signing	RACHAEL MONTAG

Role	Employer/plan sponsor
Date	2022-10-05
Name of individual signing	RACHAEL MONTAG

MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401(K) PLAN

2020

223115607

2021-10-06

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	5853817008
Plan sponsor’s address	1745 PENFIELD RD, NEW YORK, NY, 145262139

Signature of

Role	Plan administrator
Date	2021-10-06
Name of individual signing	RACHAEL MONTAG

Role	Employer/plan sponsor
Date	2021-10-06
Name of individual signing	RACHAEL MONTAG

MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401(K) PLAN

2019

223115607

2020-06-23

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	5853817008
Plan sponsor’s address	1745 PENFIELD RD, NEW YORK, NY, 145262139

Signature of

Role	Plan administrator
Date	2020-06-23
Name of individual signing	RACHAEL MONTAG

MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401K PLAN

2018

223115607

2019-07-16

MICHAEL G. MONTAG INSURANCE AGENCY,

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	524210
Sponsor’s telephone number	5852031364
Plan sponsor’s address	1745 PENFIELD RD, PENFIELD, NY, 14526

Signature of

Role	Plan administrator
Date	2019-07-16
Name of individual signing	MICHAEL MONTAG

Role	Employer/plan sponsor
Date	2019-07-16
Name of individual signing	MICHAEL MONTAG

DOS Process Agent

Name	Role	Address
MICHAEL G. MONTAG INSURANCE AGENCY, INC.	DOS Process Agent	1745 Penfield Road, Penfield, NY, United States, 14526

Chief Executive Officer

Name	Role	Address
MICHAEL G. MONTAG	Chief Executive Officer	1745 PENFIELD RD, PENFIELD, NY, United States, 14526

History

Start date	End date	Type	Value
2025-03-04	2025-03-04	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, USA (Type of address: Chief Executive Officer)
2025-03-04	2025-03-04	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, 2139, USA (Type of address: Chief Executive Officer)
2023-03-02	2025-03-04	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-03-02	2023-03-02	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, USA (Type of address: Chief Executive Officer)
2023-03-02	2025-03-04	Address	1745 Penfield Road, Penfield, NY, 14526, USA (Type of address: Service of Process)
2023-03-02	2025-03-04	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, USA (Type of address: Chief Executive Officer)
2023-03-02	2025-03-04	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, 2139, USA (Type of address: Chief Executive Officer)
2023-03-02	2023-03-02	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, 2139, USA (Type of address: Chief Executive Officer)
2021-03-02	2023-03-02	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, 2139, USA (Type of address: Service of Process)
2003-03-03	2023-03-02	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, 2139, USA (Type of address: Chief Executive Officer)
2003-03-03	2021-03-02	Address	1745 PENFIELD RD, PENFIELD, NY, 14526, 2139, USA (Type of address: Service of Process)
2001-04-09	2003-03-03	Address	1788 PENFILED RD., PENFIELD, NY, 14526, USA (Type of address: Service of Process)
2001-04-09	2003-03-03	Address	1788 PENFIELD RD., PENFIELD, NY, 14526, USA (Type of address: Chief Executive Officer)
2001-04-09	2003-03-03	Address	1788 PENFIELD RD., PENFIELD, NY, 14526, USA (Type of address: Principal Executive Office)
1994-04-26	2001-04-09	Address	1788 PENFIELD ROAD, PENFIELD, NY, 14526, USA (Type of address: Chief Executive Officer)
1993-04-21	2001-04-09	Address	1788 PENFIELD ROAD, PENFIELD, NY, 14526, USA (Type of address: Service of Process)
1993-04-21	2001-04-09	Address	1788 PENFIELD ROAD, PENFIELD, NY, 14526, USA (Type of address: Principal Executive Office)
1993-04-21	1994-04-26	Address	1788 PENFIELD ROAD, PENFIELD, NY, 14526, USA (Type of address: Chief Executive Officer)
1991-03-27	2023-03-02	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1991-03-27	1993-04-21	Address	36 WEST MAIN STREET, SUITE 500, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
250304002095	2025-03-04	BIENNIAL STATEMENT	2025-03-04
230302000095	2023-03-02	BIENNIAL STATEMENT	2023-03-01
210302061762	2021-03-02	BIENNIAL STATEMENT	2021-03-01
190305060139	2019-03-05	BIENNIAL STATEMENT	2019-03-01
170301006047	2017-03-01	BIENNIAL STATEMENT	2017-03-01
170130006329	2017-01-30	BIENNIAL STATEMENT	2015-03-01
130307007239	2013-03-07	BIENNIAL STATEMENT	2013-03-01
110322003216	2011-03-22	BIENNIAL STATEMENT	2011-03-01
090310002189	2009-03-10	BIENNIAL STATEMENT	2009-03-01
070327002877	2007-03-27	BIENNIAL STATEMENT	2007-03-01
050418002331	2005-04-18	BIENNIAL STATEMENT	2005-03-01
030303002641	2003-03-03	BIENNIAL STATEMENT	2003-03-01
010409002439	2001-04-09	BIENNIAL STATEMENT	2001-03-01
990319002071	1999-03-19	BIENNIAL STATEMENT	1999-03-01
970303002486	1997-03-03	BIENNIAL STATEMENT	1997-03-01
940426002204	1994-04-26	BIENNIAL STATEMENT	1994-03-01
930421002911	1993-04-21	BIENNIAL STATEMENT	1993-03-01
910327000371	1991-03-27	CERTIFICATE OF INCORPORATION	1991-03-27

OSHA's Inspections within Industry

Inspection Nr

Report ID

Date Opened

Site Address

114091358

0213600

1997-07-14

1788 PENFIELD ROAD, PENFIELD, NY, 14526

Inspection Type	Complaint
Scope	Partial
Safety/Health	Safety
Close Conference	1997-07-14
Case Closed	1997-07-14

Related Activity

Type	Complaint
Activity Nr	201319076
Safety	Yes

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

1490717209

2020-04-15

0219

PPP

1745 Penfield Road, Penfield, NY, 14526

Loan Status Date	2021-01-22
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	146200
Loan Approval Amount (current)	146200
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	46391
Servicing Lender Name	Manufacturers and Traders Trust Company
Servicing Lender Address	One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Penfield, MONROE, NY, 14526-0001
Project Congressional District	NY-25
Number of Employees	13
NAICS code	524210
Borrower Race	Unanswered
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Subchapter S Corporation
Originating Lender ID	46391
Originating Lender Name	Manufacturers and Traders Trust Company
Originating Lender Address	BUFFALO, NY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	147173.33
Forgiveness Paid Date	2020-12-23

Date of last update: 15 Mar 2025

Sources: New York Secretary of State

MICHAEL G. MONTAG INSURANCE AGENCY, INC.

Company Details

form 5500

DOS Process Agent

Chief Executive Officer

History

Filings

OSHA's Inspections within Industry

Paycheck Protection Program

Related by officers

Related by address