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ENGLESON & ASSOCIATES, INC.

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Company Details

Name: ENGLESON & ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 18 Mar 1996 (29 years ago)
Entity Number: 2010582
ZIP code: 14607
County: Monroe
Place of Formation: New York
Address: 930 EAST AVE #300, ROCHESTER, NY, United States, 14607

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
ENGLESON & ASSOCIATES, INC. DOS Process Agent 930 EAST AVE #300, ROCHESTER, NY, United States, 14607

Chief Executive Officer

Name Role Address
JONATHAN VALERIE Chief Executive Officer 930 EAST AVE #300, ROCHESTER, NY, United States, 14607

Form 5500 Series

Employer Identification Number (EIN):
161498818
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
2024-10-11 2024-10-11 Address 930 EAST AVE #300, ROCHESTER, NY, 14607, USA (Type of address: Chief Executive Officer)
2024-10-11 2024-10-11 Address 930 EAST AVE, ROCHESTER, NY, 14607, USA (Type of address: Chief Executive Officer)
2020-07-09 2024-10-11 Address 930 EAST AVE, ROCHESTER, NY, 14607, USA (Type of address: Service of Process)
2014-10-20 2024-10-11 Address 930 EAST AVE, ROCHESTER, NY, 14607, USA (Type of address: Chief Executive Officer)
2012-05-03 2014-10-20 Address 930 EAST AVE, ROCHESTER, NY, 14607, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
241011000993 2024-10-11 BIENNIAL STATEMENT 2024-10-11
200709061286 2020-07-09 BIENNIAL STATEMENT 2020-03-01
141020006232 2014-10-20 BIENNIAL STATEMENT 2014-03-01
120503002543 2012-05-03 BIENNIAL STATEMENT 2012-03-01
080530002373 2008-05-30 BIENNIAL STATEMENT 2008-03-01

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
39582.00
Total Face Value Of Loan:
39582.00

Trademarks Section

Serial Number:
77432152
Mark:
BROKER'S 401K ADVICE
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2008-03-26
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
BROKER'S 401K ADVICE

Goods And Services

For:
Financial analysis and consultation services in the nature of providing market analyses to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others
First Use:
2008-01-29
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
39582
Current Approval Amount:
39582
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
40001.68

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Date of last update: 14 Mar 2025

Sources: New York Secretary of State