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  5. HORIZON ADVISORY SERVICES, INC.

HORIZON ADVISORY SERVICES, INC.

Company Details

Name: HORIZON ADVISORY SERVICES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Aug 1998 (27 years ago)
Entity Number: 2287910
ZIP code: 14586
County: Livingston
Place of Formation: New York
Address: 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, United States, 14586

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
1799006 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, 14586 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, 14586 585-334-3600

Filings since 2024-11-12
Form type 13F-HR
File number 028-24080
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-15
Form type 13F-HR
File number 028-24080
Filing date 2024-08-15
Reporting date 2024-06-30
File View File

Filings since 2024-04-29
Form type 13F-HR
File number 028-24080
Filing date 2024-04-29
Reporting date 2024-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HORIZON ADVISORY SERVICES, INC. 401(K) 2023 161554557 2024-09-12 HORIZON ADVISORY SERVICES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2024-09-12
Name of individual signing MICHAEL CONGDON
Valid signature Filed with authorized/valid electronic signature
HORIZON ADVISORY SERVICES, INC. 401(K) 2022 161554557 2023-05-22 HORIZON ADVISORY SERVICES, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2023-05-22
Name of individual signing MICHAEL CONGDON
Role Employer/plan sponsor
Date 2023-05-22
Name of individual signing MICHAEL CONGDON
HORIZON ADVISORY SERVICES, INC. 401(K) 2021 161554557 2022-10-06 HORIZON ADVISORY SERVICES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing MICHAEL R CONGDON
Role Employer/plan sponsor
Date 2022-10-06
Name of individual signing MICHAEL R CONGDON
HORIZON ADVISORY SERVICES, INC. 401(K) 2021 161554557 2022-09-13 HORIZON ADVISORY SERVICES, INC. 14
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2022-09-13
Name of individual signing MICHAEL R CONGDON
Role Employer/plan sponsor
Date 2022-09-13
Name of individual signing MARK CONGDON
HORIZON ADVISORY SERVICES, INC. 401(K) 2020 161554557 2021-05-04 HORIZON ADVISORY SERVICES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2021-05-04
Name of individual signing MICHAEL CONGDON
Role Employer/plan sponsor
Date 2021-05-04
Name of individual signing MICHAEL CONGDON
HORIZON ADVISORY SERVICES, INC. 401(K) 2019 161554557 2020-05-05 HORIZON ADVISORY SERVICES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2020-05-05
Name of individual signing CARRIE SIGLER
MARK A. CONGDON CFS, INC 401(K) 2018 161554557 2019-05-23 HORIZON ADVISORY SERVICES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5853343600
Plan sponsor’s address 5582 W. HENRIETTA ROAD, WEST HENRIETTA, NY, 14586

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing CARRIE SIGLER
Role Employer/plan sponsor
Date 2019-05-23
Name of individual signing CARRIE SIGLER

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, United States, 14586

Chief Executive Officer

Name Role Address
MARK A CONGDON Chief Executive Officer 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, United States, 14586

History

Start date End date Type Value
2019-02-05 2024-12-24 Address 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, 14586, USA (Type of address: Chief Executive Officer)
2019-02-05 2024-12-24 Address 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY, 14586, USA (Type of address: Service of Process)
2000-08-02 2019-02-05 Address 19 CENTER ST, GENESEO, NY, 14454, USA (Type of address: Chief Executive Officer)
2000-08-02 2019-02-05 Address 19 CENTER, GENESEO, NY, 14454, USA (Type of address: Principal Executive Office)
1998-08-11 2019-02-05 Address 19 CENTER STREET, GENESEO, NY, 14454, USA (Type of address: Service of Process)
1998-08-11 2024-12-23 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
241224000431 2024-12-23 CERTIFICATE OF AMENDMENT 2024-12-23
190205002034 2019-02-05 BIENNIAL STATEMENT 2018-08-01
181231000290 2018-12-31 CERTIFICATE OF AMENDMENT 2018-12-31
040908002982 2004-09-08 BIENNIAL STATEMENT 2004-08-01
020722002612 2002-07-22 BIENNIAL STATEMENT 2002-08-01
000802002131 2000-08-02 BIENNIAL STATEMENT 2000-08-01
981001000383 1998-10-01 CERTIFICATE OF CHANGE 1998-10-01
980811000611 1998-08-11 CERTIFICATE OF INCORPORATION 1998-08-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6038637205 2020-04-27 0219 PPP 5582 West Henrietta Rd., WEST HENRIETTA, NY, 14586-9701
Loan Status Date 2020-12-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 219338.9
Loan Approval Amount (current) 219338.9
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50344
Servicing Lender Name Watertown Savings Bank
Servicing Lender Address 111 Clinton St, WATERTOWN, NY, 13601-3650
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST HENRIETTA, MONROE, NY, 14586-9701
Project Congressional District NY-25
Number of Employees 12
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 50344
Originating Lender Name Watertown Savings Bank
Originating Lender Address WATERTOWN, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 220450.62
Forgiveness Paid Date 2020-11-03

Related by officers

THE CORPORATION

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MARK A CONGDON

THE HORIZON GROUP INDEPENDENT FINANCIAL SERVICES, INC. HORIZON RETIREMENT SERVICES, INC.

Related by address

No related companies by address

Date of last update: 31 Mar 2025

Sources: New York Secretary of State

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