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  5. MENGEL, METZGER, BARR & CO. LLP

MENGEL, METZGER, BARR & CO. LLP

Company Details

Name: MENGEL, METZGER, BARR & CO. LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 03 Nov 1994 (30 years ago)
Entity Number: 1865068
ZIP code: 14604
County: Blank
Place of Formation: New York
Address: 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, United States, 14604

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2017 161092347 2018-11-16 MENGEL, METZGER, BARR & CO., LLP 105
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Signature of
Role Plan administrator
Date 2018-11-15
Name of individual signing MARK KOVALESKI
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2016 161092347 2017-11-20 MENGEL, METZGER, BARR & CO., LLP 106
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Signature of
Role Plan administrator
Date 2017-11-17
Name of individual signing MARK KOVALESKI
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2015 161092347 2016-11-15 MENGEL, METZGER, BARR & CO., LLP 96
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Signature of
Role Plan administrator
Date 2016-11-15
Name of individual signing MARK KOVALESKI
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2014 161092347 2015-11-17 MENGEL, METZGER, BARR & CO., LLP 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Signature of
Role Plan administrator
Date 2015-11-16
Name of individual signing MARK KOVALESKI
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2013 161092347 2014-11-20 MENGEL, METZGER, BARR & CO., LLP 92
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Signature of
Role Plan administrator
Date 2014-11-19
Name of individual signing MARK KOVALESKI
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2012 161092347 2013-12-18 MENGEL, METZGER, BARR & CO., LLP 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Signature of
Role Plan administrator
Date 2013-12-18
Name of individual signing MARK KOVALESKI
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2011 161092347 2012-11-20 MENGEL, METZGER, BARR & CO., LLP 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Plan administrator’s name and address
Administrator’s EIN 161092347
Plan administrator’s name MENGEL, METZGER, BARR & CO., LLP
Plan administrator’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604
Administrator’s telephone number 5854231860

Signature of
Role Plan administrator
Date 2012-11-20
Name of individual signing THOMAS WOLF
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2010 161092347 2011-12-27 MENGEL, METZGER, BARR & CO., LLP 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Plan administrator’s name and address
Administrator’s EIN 161092347
Plan administrator’s name MENGEL, METZGER, BARR & CO., LLP
Plan administrator’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604
Administrator’s telephone number 5854231860

Signature of
Role Plan administrator
Date 2011-12-27
Name of individual signing THOMAS WOLF
MENGEL, METZGER, BARR & CO., LLP RETIREMENT SAVINGS PLAN 2009 161092347 2011-01-03 MENGEL, METZGER, BARR & CO., LLP 87
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-10-01
Business code 541211
Sponsor’s telephone number 5854231860
Plan sponsor’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604

Plan administrator’s name and address
Administrator’s EIN 161092347
Plan administrator’s name MENGEL, METZGER, BARR & CO., LLP
Plan administrator’s address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604
Administrator’s telephone number 5854231860

Signature of
Role Plan administrator
Date 2011-01-03
Name of individual signing THOMAS WOLF

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, United States, 14604

History

Start date End date Type Value
2004-09-22 2025-02-27 Address 100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, 14604, USA (Type of address: Service of Process)
1999-10-13 2004-09-22 Address 33 CHESTNUT STREET, ROCHESTER, NY, 14604, USA (Type of address: Service of Process)
1994-11-03 1999-10-13 Address 33 CHESTNUT ST., ROCHESTER, NY, 14604, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250227003474 2025-02-27 FIVE YEAR STATEMENT 2025-02-27
190918002087 2019-09-18 FIVE YEAR STATEMENT 2019-11-01
141020002086 2014-10-20 FIVE YEAR STATEMENT 2014-11-01
091019002319 2009-10-19 FIVE YEAR STATEMENT 2009-11-01
040922002108 2004-09-22 FIVE YEAR STATEMENT 2004-11-01
991013002013 1999-10-13 FIVE YEAR STATEMENT 1999-11-01
950405000269 1995-04-05 AFFIDAVIT OF PUBLICATION 1995-04-05
950403000125 1995-04-03 AFFIDAVIT OF PUBLICATION 1995-04-03
941103000080 1994-11-03 NOTICE OF REGISTRATION 1994-11-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9108787106 2020-04-15 0219 PPP 100 Chestnut St. - Suite 1200, Rochester, NY, 14604
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1965497
Loan Approval Amount (current) 1965497
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 Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14604-0001
Project Congressional District NY-25
Number of Employees 130
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
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 1983859.59
Forgiveness Paid Date 2021-03-31

Related by officers

THE PARTNERSHIP

CARBONE & CARBONE LLP FORESTVILLE SPECIAL NEEDS SRO, L.P. FORT DRUM STUDIO-TELS., L.P. SCP CO-INVESTMENT FUND I, L.P. NORTHERN BOULEVARD LIMITED PARTNERSHIP PINNACLE MEDINA CAPITAL, LTD. LUCCHESE & D'AMMORA, LLP SARETSKY, KATZ, DRANOFF, WEISSMAN & MAYNARD, LLP STELLIAM MASTER FUND, L.P. GS CAPITAL PARTNERS VI PIA PMD QP FUND, L.P.

Related by address

100 CHESTNUT STREET, SUITE 1200, ROCHESTER, NY, United States, 14604

MMB & CO., LLP

Date of last update: 14 Mar 2025

Sources: New York Secretary of State

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