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  5. WESTFALL CARDIOLOGY PLLC

WESTFALL CARDIOLOGY PLLC

Company Details

Name: WESTFALL CARDIOLOGY PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Jul 1999 (26 years ago)
Entity Number: 2396598
ZIP code: 14610
County: Monroe
Place of Formation: New York
Address: ATTN: MANAGER, 5 SOUTH FITZHUGH STREET, ROCHESTER, NY, United States, 14610

Contact Details

Phone +1 315-331-4344

Phone +1 315-332-2022

Phone +1 716-338-4000

Phone +1 585-442-4690

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTFALL CARDIOLOGY PLLC 401(K) PROFIT SHARING PLAN 2023 161569598 2024-10-15 WESTFALL CARDIOLOGY PLLC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 621111
Sponsor’s telephone number 5854424690
Plan sponsor’s address 1870 WINTON ROAD S. BLDG 4, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing JENNIFER HOWARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing JENNIFER HOWARD
Valid signature Filed with authorized/valid electronic signature
WESTFALL CARDIOLOGY PLLC 401(K) PROFIT SHARING PLAN 2022 161569598 2023-10-16 WESTFALL CARDIOLOGY PLLC 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 621111
Sponsor’s telephone number 5854424690
Plan sponsor’s address 1870 WINTON ROAD S. BLDG 4, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing JENNIFER HOWARD
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing JENNIFER HOWARD
WESTFALL CARDIOLOGY PLLC 401(K) PROFIT SHARING PLAN 2021 161569598 2023-05-09 WESTFALL CARDIOLOGY PLLC 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 621111
Sponsor’s telephone number 5854424690
Plan sponsor’s address 1870 WINTON ROAD S. BLDG 4, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2023-05-09
Name of individual signing JENNIFER HOWARD
Role Employer/plan sponsor
Date 2023-05-09
Name of individual signing JENNIFER HOWARD
WESTFALL CARDIOLOGY PLLC 401(K) PROFIT SHARING PLAN 2021 161569598 2022-10-17 WESTFALL CARDIOLOGY PLLC 53
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 621111
Sponsor’s telephone number 5854424690
Plan sponsor’s address 1870 WINTON ROAD S. BLDG 4, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing JENNIFER HOWARD
Role Employer/plan sponsor
Date 2022-10-17
Name of individual signing JENNIFER HOWARD
WESTFALL CARDIOLOGY PLLC 401(K) PROFIT SHARING PLAN & TRUST 2020 161569598 2021-07-13 WESTFALL CARDIOLOGY PLLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 621111
Sponsor’s telephone number 5854424690
Plan sponsor’s address 1870 SOUTH WINTON RD BLDG 4, SUITE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2021-07-13
Name of individual signing KATHLEEN CRUICKSHANK
WESTFALL CARDIOLOGY PLLC 401(K) PROFIT SHARING PLAN & TRUST 2019 161569598 2020-04-20 WESTFALL CARDIOLOGY PLLC 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 621111
Sponsor’s telephone number 5854424690
Plan sponsor’s address 1870 SOUTH WINTON RD BLDG 4, SUITE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2020-04-20
Name of individual signing RUTH MEYER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent ATTN: MANAGER, 5 SOUTH FITZHUGH STREET, ROCHESTER, NY, United States, 14610

Filings

Filing Number Date Filed Type Effective Date
990913000273 1999-09-13 AFFIDAVIT OF PUBLICATION 1999-09-13
990913000285 1999-09-13 AFFIDAVIT OF PUBLICATION 1999-09-13
990708000690 1999-07-08 ARTICLES OF ORGANIZATION 1999-07-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4301898306 2021-01-23 0219 PPS 1870 Winton Rd S Ste 1, Rochester, NY, 14618-3960
Loan Status Date -
Loan Status Exemption 4
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 746800
Loan Approval Amount (current) 746800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14618-3960
Project Congressional District NY-25
Number of Employees 48
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 704978.79
Forgiveness Paid Date 2022-02-09
2880917101 2020-04-11 0219 PPP 1870 S. WINTON ROAD, ROCHESTER, NY, 14618
Loan Status Date 2020-12-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 746800
Loan Approval Amount (current) 746800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Unanswered
Project Address ROCHESTER, MONROE, NY, 14618-0001
Project Congressional District NY-25
Number of Employees 51
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 750789.75
Forgiveness Paid Date 2020-11-03

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Date of last update: 31 Mar 2025

Sources: New York Secretary of State

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