| 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
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ENGLESON AND ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST | 2023 | 161498818 | 2024-10-10 | ENGLESON & ASSOCIATES, INC. | 3 | |||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-10 |
| Name of individual signing | JONATHAN M VALERIE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5854246150 |
| Plan sponsor’s address | 930 EAST AVE. SUITE 300, ROCHESTER, NY, 14607 |
Signature of
| Role | Plan administrator |
| Date | 2023-08-14 |
| Name of individual signing | JONATHAN M VALERIE |
| Role | Employer/plan sponsor |
| Date | 2023-08-14 |
| Name of individual signing | JONATHAN M VALERIE |
| Name | Role | Address |
|---|---|---|
| ENGLESON & ASSOCIATES, INC. | DOS Process Agent | 930 EAST AVE #300, ROCHESTER, NY, United States, 14607 |
| Name | Role | Address |
|---|---|---|
| JONATHAN VALERIE | Chief Executive Officer | 930 EAST AVE #300, ROCHESTER, NY, United States, 14607 |
| 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 | 2020-07-09 | Address | 930 EAST AVE, ROCHESTER, NY, 14607, USA (Type of address: Service of Process) |
| 2012-05-03 | 2014-10-20 | Address | 930 EAST AVE, ROCHESTER, NY, 14607, USA (Type of address: Chief Executive Officer) |
| 2004-06-03 | 2012-05-03 | Address | 2000 WINTON RD S, BLDG 3, ROCHESTER, NY, 14618, USA (Type of address: Chief Executive Officer) |
| 1998-03-19 | 2004-06-03 | Address | 53 CHARMWOOD RD, PITTSFORD, NY, 14534, USA (Type of address: Chief Executive Officer) |
| 1998-03-19 | 2012-05-03 | Address | 2000 WINTON RD S, BLDG 3, ROCHESTER, NY, 14618, USA (Type of address: Principal Executive Office) |
| 1996-03-18 | 2024-10-11 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 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 |
| 040603002152 | 2004-06-03 | BIENNIAL STATEMENT | 2004-03-01 |
| 020307002446 | 2002-03-07 | BIENNIAL STATEMENT | 2002-03-01 |
| 000322002136 | 2000-03-22 | BIENNIAL STATEMENT | 2000-03-01 |
| 980319002144 | 1998-03-19 | BIENNIAL STATEMENT | 1998-03-01 |
| 960318000083 | 1996-03-18 | CERTIFICATE OF INCORPORATION | 1996-03-18 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 9058527110 | 2020-04-15 | 0219 | PPP | 930 East Avenue, Rochester, NY, 14607 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 14 Mar 2025
Sources: New York Secretary of State
