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MASTERSON INSURANCE AGENCY, INC.

MASTERSON INSURANCE AGENCY, INC.

Company Details

Name:	MASTERSON INSURANCE AGENCY, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	11 Jan 1993 (32 years ago)
Entity Number:	1693218
ZIP code:	12540
County:	Dutchess
Place of Formation:	New York
Address:	country commons, 1520 route 55, LAGRANGEVILLE, NY, United States, 12540
Principal Address:	1520 RT 55, Lagrangeville, NY, United States, 12540

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

MASTERSON INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

2023

061357482

2024-04-17

MASTERSON INSURANCE AGENCY INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2013-01-01
Business code	524210
Sponsor’s telephone number	8458788008
Plan sponsor’s address	1520 ROUTE 55, LAGRANGEVILLE, NY, 12540

Signature of

Role	Plan administrator
Date	2024-04-17
Name of individual signing	WILLIAM J MASTERSON

MASTERSON INSURANCE AGENCY, INC - 401(K) PROFIT SHARING PLAN AND

2021

061357482

2022-05-26

MASTERSON INSURANCE AGENCY, INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2013-01-01
Business code	525100
Sponsor’s telephone number	8458788008
Plan sponsor’s address	3107, PATTERSON, NY, 12563

Signature of

Role	Plan administrator
Date	2022-05-26
Name of individual signing	WILLIAM MASTERSON

MASTERSON INSURANCE AGENCY, INC - 401(K) PROFIT SHARING PLAN AND

2020

061357482

2021-07-01

MASTERSON INSURANCE AGENCY, INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2013-01-01
Business code	525100
Sponsor’s telephone number	8458788008
Plan sponsor’s address	3107, PATTERSON, NY, 12563

Signature of

Role	Plan administrator
Date	2021-07-01
Name of individual signing	WILLIAM MASTERSON

MASTERSON INSURANCE AGENCY, INC - 401(K) PROFIT SHARING PLAN AND

2019

061357482

2020-10-13

MASTERSON INSURANCE AGENCY, INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2013-01-01
Business code	525100
Sponsor’s telephone number	8458788008
Plan sponsor’s address	3107ROUTE22, PATTERSON, NY, 12563

Signature of

Role	Plan administrator
Date	2020-10-13
Name of individual signing	WILLIAM MASTERSON

MASTERSON INSURANCE AGENCY, INC - 401(K) PROFIT SHARING PLAN AND

2018

061357482

2019-05-24

MASTERSON INSURANCE AGENCY, INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2013-01-01
Business code	525100
Sponsor’s telephone number	8458788008
Plan sponsor’s address	3107, PATTERSON, NY, 12563

Signature of

Role	Plan administrator
Date	2019-05-24
Name of individual signing	WILLIAM MASTERSON

MASTERSON INSURANCE AGENCY, INC - 401(K) PROFIT SHARING PLAN AND

2017

061357482

2020-10-15

MASTERSON INSURANCE AGENCY, INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2013-01-01
Business code	525100
Sponsor’s telephone number	8458788008
Plan sponsor’s address	3107, PATTERSON, NY, 12563

Signature of

Role	Plan administrator
Date	2020-10-15
Name of individual signing	WILLIAM MASTERSON

Agent

Name	Role	Address
william j masterson	Agent	19 indian hill rd, BREWSTER, NY, 10509

DOS Process Agent

Name	Role	Address
THE CORPORATION	DOS Process Agent	country commons, 1520 route 55, LAGRANGEVILLE, NY, United States, 12540

Chief Executive Officer

Name	Role	Address
WILLIAM J MASTERSON	Chief Executive Officer	1520 RT 55, LAGRANGEVILLE, NY, United States, 12540

History

Start date	End date	Type	Value
2025-02-25	2025-02-25	Address	1520 RT 55, LAGRANGEVILLE, NY, 12540, USA (Type of address: Chief Executive Officer)
2025-02-25	2025-02-25	Address	3107 RTE 22, PATTERSON, NY, 12563, USA (Type of address: Chief Executive Officer)
2023-03-13	2025-02-25	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2022-08-10	2025-02-25	Address	19 indian hill rd, BREWSTER, NY, 10509, USA (Type of address: Registered Agent)
2022-08-10	2025-02-25	Address	country commons, 1520 route 55, LAGRANGEVILLE, NY, 12540, USA (Type of address: Service of Process)
2022-08-10	2025-02-25	Address	3107 RTE 22, PATTERSON, NY, 12563, USA (Type of address: Chief Executive Officer)
2022-08-09	2023-03-13	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2009-01-16	2022-08-10	Address	3107 ROUTE 22, PATTERSON, NY, 12563, USA (Type of address: Service of Process)
2009-01-16	2022-08-10	Address	3107 RTE 22, PATTERSON, NY, 12563, USA (Type of address: Chief Executive Officer)
2007-03-23	2011-02-08	Address	19 INDIAN HAI RD, BLEWSTER, NY, 10509, USA (Type of address: Principal Executive Office)
2007-03-23	2009-01-16	Address	3101 RTE 22, PATTERSON, NY, 12563, USA (Type of address: Chief Executive Officer)
2003-01-03	2007-03-23	Address	3101 ROUTE 22, PATTERSON, NY, 12563, USA (Type of address: Chief Executive Officer)
2003-01-03	2009-01-16	Address	3101 ROUTE 22, PATTERSON, NY, 12563, USA (Type of address: Service of Process)
1999-01-14	2003-01-03	Address	1620 RT 22, BREWSTER, NY, 10509, USA (Type of address: Chief Executive Officer)
1999-01-14	2003-01-03	Address	1620 ROUTE 22, BREWSTER, NY, 10509, USA (Type of address: Service of Process)
1995-10-25	1999-01-14	Address	327 CLOCK TOWER COMMONS, BREWSTER, NY, 10509, 9242, USA (Type of address: Service of Process)
1995-10-25	2007-03-23	Address	10 TOWNE COURT, MELVILLE, NY, 11747, USA (Type of address: Principal Executive Office)
1995-10-25	1999-01-14	Address	327 CLOCK TOWER COMMONS, BREWSTER, NY, 10509, 9242, USA (Type of address: Chief Executive Officer)
1994-03-09	2009-05-01	Name	MASTERSON, INGRAM & ASSOCIATES, INC.
1994-02-28	1995-10-25	Address	317 CLOCK TOWER COMMONS, BREWSTER, NY, 10509, USA (Type of address: Principal Executive Office)
1994-02-28	1995-10-25	Address	317 CLOCK TOWER COMMONS, BREWSTER, NY, 10509, USA (Type of address: Service of Process)
1994-02-28	1995-10-25	Address	10 TOWNE COURT, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
1993-01-11	1994-02-28	Address	EIGHT INDIAN HILL ROAD, BREWSTER, NY, 10509, USA (Type of address: Service of Process)
1993-01-11	2022-08-09	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1993-01-11	1994-03-09	Name	MASTERSON, HONECK & ASSOCIATES, INC.

Filings

Filing Number	Date Filed	Type	Effective Date
250225004503	2025-02-25	BIENNIAL STATEMENT	2025-02-25
220810000706	2022-08-09	CERTIFICATE OF CHANGE BY ENTITY	2022-08-09
151125006076	2015-11-25	BIENNIAL STATEMENT	2015-01-01
130107006726	2013-01-07	BIENNIAL STATEMENT	2013-01-01
110208002321	2011-02-08	BIENNIAL STATEMENT	2011-01-01
090501000628	2009-05-01	CERTIFICATE OF AMENDMENT	2009-05-01
090116002221	2009-01-16	BIENNIAL STATEMENT	2009-01-01
070323002925	2007-03-23	BIENNIAL STATEMENT	2007-01-01
050217002870	2005-02-17	BIENNIAL STATEMENT	2005-01-01
030103002467	2003-01-03	BIENNIAL STATEMENT	2003-01-01
010104002315	2001-01-04	BIENNIAL STATEMENT	2001-01-01
990114002115	1999-01-14	BIENNIAL STATEMENT	1999-01-01
951025002050	1995-10-25	BIENNIAL STATEMENT	1995-01-01
940309000413	1994-03-09	CERTIFICATE OF AMENDMENT	1994-03-09
940228002177	1994-02-28	BIENNIAL STATEMENT	1994-01-01
930111000441	1993-01-11	CERTIFICATE OF INCORPORATION	1993-01-11

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

5136487109

2020-04-13

0202

PPP

3107 ROUTE 22, PATTERSON, NY, 12563-2342

Loan Status Date	2021-03-06
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	55000
Loan Approval Amount (current)	55000
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	57811
Servicing Lender Name	First Financial Bank
Servicing Lender Address	255 E Fifth St Ste 700, CINCINNATI, OH, 45202-4700
Rural or Urban Indicator	U
Hubzone	Y
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	PATTERSON, PUTNAM, NY, 12563-2342
Project Congressional District	NY-17
Number of Employees	9
NAICS code	524210
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	57811
Originating Lender Name	First Financial Bank
Originating Lender Address	CINCINNATI, OH
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	55289.04
Forgiveness Paid Date	2021-02-12

Date of last update: 15 Mar 2025

Sources: New York Secretary of State

MASTERSON INSURANCE AGENCY, INC.

Company Details

form 5500

Agent

DOS Process Agent

Chief Executive Officer

History

Filings

Paycheck Protection Program

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