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ALLIANCE ADVISORY GROUP, INC.

Company Details

Name: ALLIANCE ADVISORY GROUP, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 11 Jan 2000 (25 years ago)
Entity Number: 2459916
ZIP code: 14202
County: Erie
Place of Formation: Delaware
Address: 600 Delaware Avenue, Buffalo, NY, United States, 14202
Principal Address: 600 DELAWARE AVENUE, BUFFALO, NY, United States, 14202

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALLIANCE ADVISORY GROUP, INC. 401(K) PLAN 2023 161579408 2024-08-09 ALLIANCE ADVISORY GROUP, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7168177109
Plan sponsor’s address 600 DELAWARE AVENUE, BUFFALO, NY, 14202

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-08-09
Name of individual signing TARA EVANS, FOR TAG RESOURCES
ALLIANCE ADVISORY GROUP, INC. 401(K) PLAN 2022 161579408 2023-08-11 ALLIANCE ADVISORY GROUP, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7168177109
Plan sponsor’s address 600 DELAWARE AVENUE, BUFFALO, NY, 14202

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-08-11
Name of individual signing TARA EVANS, FOR TAG RESOURCES
ALLIANCE ADVISORY GROUP, INC. 401(K) PLAN 2021 161579408 2022-09-23 ALLIANCE ADVISORY GROUP, INC. 10
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7168177109
Plan sponsor’s address 600 DELAWARE AVENUE, BUFFALO, NY, 14202

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2022-09-23
Name of individual signing TARA EVANS
ALLIANCE ADVISORY GROUP, INC. 401(K) PLAN 2021 161579408 2023-08-09 ALLIANCE ADVISORY GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7168177109
Plan sponsor’s address 600 DELAWARE AVENUE, BUFFALO, NY, 14202

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-08-09
Name of individual signing TARA EVANS, FOR TAG RESOURCES

DOS Process Agent

Name Role Address
ALLIANCE ADVISORY GROUP, INC. DOS Process Agent 600 Delaware Avenue, Buffalo, NY, United States, 14202

Chief Executive Officer

Name Role Address
JAMES FASHANO Chief Executive Officer 600 DELAWARE AVENUE, BUFFALO, NY, United States, 14202

History

Start date End date Type Value
2010-11-17 2012-01-31 Address 350 ESSJAY ROAD, # 301, BUFFALO, NY, 14221, USA (Type of address: Chief Executive Officer)
2010-11-17 2012-01-31 Address 350 ESSJAY ROAD, # 301, BUFFALO, NY, 14221, USA (Type of address: Principal Executive Office)
2002-05-31 2010-11-17 Address 1 NIAGARA SQUARE, BUFFALO, NY, 14202, USA (Type of address: Chief Executive Officer)
2002-05-31 2010-11-17 Address 1 NIAGARA SQUARE, BUFFALO, NY, 14202, USA (Type of address: Principal Executive Office)
2000-01-11 2002-05-31 Address 1300 LIBERTY BUILDING, BUFFALO, NY, 14202, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210819001354 2021-08-19 BIENNIAL STATEMENT 2021-08-19
140227002481 2014-02-27 BIENNIAL STATEMENT 2014-01-01
120131002114 2012-01-31 BIENNIAL STATEMENT 2012-01-01
101117002720 2010-11-17 BIENNIAL STATEMENT 2010-01-01
020531002562 2002-05-31 BIENNIAL STATEMENT 2002-01-01
000111000301 2000-01-11 APPLICATION OF AUTHORITY 2000-01-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9456987201 2020-04-28 0296 PPP 600 Delaware Ave, Buffalo, NY, 14202-1002
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 223032
Loan Approval Amount (current) 223032
Undisbursed Amount 0
Franchise Name -
Lender Location ID 78723
Servicing Lender Name Northwest Bank
Servicing Lender Address Liberty & Second St, WARREN, PA, 16365
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14202-1002
Project Congressional District NY-26
Number of Employees 22
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 78723
Originating Lender Name Northwest Bank
Originating Lender Address WARREN, PA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 225317.31
Forgiveness Paid Date 2021-05-17

Date of last update: 13 Mar 2025

Sources: New York Secretary of State