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MICHAEL J. CHARLETON, JR., CFP, CFS, INC.

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Company Details

Name: MICHAEL J. CHARLETON, JR., CFP, CFS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Aug 1998 (27 years ago)
Entity Number: 2287907
ZIP code: 14625
County: Monroe
Place of Formation: New York
Address: 2507 BROWNCROFT BLVD., SUITE 203, ROCHESTER, NY, United States, 14625

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
THE CORPORATION ATT: PRESIDENT DOS Process Agent 2507 BROWNCROFT BLVD., SUITE 203, ROCHESTER, NY, United States, 14625

Form 5500 Series

Employer Identification Number (EIN):
161554555
Plan Year:
2024
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
1998-08-11 1998-10-01 Address 203 SOUTH GOODMAN STREET, ROCHESTER, NY, 14607, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
981001000388 1998-10-01 CERTIFICATE OF CHANGE 1998-10-01
980811000606 1998-08-11 CERTIFICATE OF INCORPORATION 1998-08-11

USAspending Awards / Financial Assistance

Date:
2020-04-07
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:
60800.00
Total Face Value Of Loan:
60800.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$60,800
Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$60,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$61,249.24
Servicing Lender:
The Canandaigua National Bank and Trust Company
Use of Proceeds:
Payroll: $60,800

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Date of last update: 31 Mar 2025

Sources: New York Secretary of State