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  5. BURNS MATTESON CAPITAL MANAGEMENT, LLC

BURNS MATTESON CAPITAL MANAGEMENT, LLC

Company Details

Name: BURNS MATTESON CAPITAL MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 10 Oct 2000 (25 years ago)
Entity Number: 2561660
ZIP code: 14830
County: Steuben
Place of Formation: New York
Address: 42 EAST MARKET ST, CORNING, NY, United States, 14830

Central Index Key

CIK number Mailing Address Business Address Phone
1894164 42 EAST MARKET STREET, CORNING, NY, 14830 42 EAST MARKET STREET, CORNING, NY, 14830 607-937-9282

Filings since 2024-10-10
Form type 13F-HR
File number 028-23476
Filing date 2024-10-10
Reporting date 2024-09-30
File View File

Filings since 2024-08-22
Form type N-PX
File number 028-23476
Filing date 2024-08-22
Reporting date 2024-06-30
File View File

Filings since 2024-07-09
Form type 13F-HR
File number 028-23476
Filing date 2024-07-09
Reporting date 2024-06-30
File View File

Filings since 2024-05-14
Form type 13F-HR
File number 028-23476
Filing date 2024-05-14
Reporting date 2024-03-31
File View File

Filings since 2024-01-12
Form type 13F-HR
File number 028-23476
Filing date 2024-01-12
Reporting date 2023-12-31
File View File

Filings since 2024-01-12
Form type 13F-HR
File number 028-23476
Filing date 2024-01-12
Reporting date 2023-09-30
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2023-06-30
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2023-03-31
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2022-12-31
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2022-09-30
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2022-06-30
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2022-03-31
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2021-12-31
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2021-09-30
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2021-06-30
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2021-03-31
File View File

Filings since 2023-12-12
Form type 13F-HR
File number 028-23476
Filing date 2023-12-12
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMENT TRUST 2023 161593953 2024-07-13 BURNS MATTESON CAPITAL MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2024-07-13
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMENT TRUST 2022 161593953 2023-07-11 BURNS MATTESON CAPITAL MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2021 161593953 2022-07-26 BURNS MATTESON CAPITAL MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2020 161593953 2021-06-29 BURNS MATTESON CAPITAL MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2019 161593953 2020-07-21 BURNS MATTESON CAPITAL MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2018 161593953 2019-06-29 BURNS MATTESON CAPITAL MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2019-06-29
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2017 161593953 2018-07-16 BURNS MATTESON CAPITAL MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2016 161593953 2017-07-25 BURNS MATTESON CAPITAL MANAGEMENT, LLC 10
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2016 161593953 2017-07-26 BURNS MATTESON CAPITAL MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2017-07-26
Name of individual signing WILLIAM BURNS
BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMEN TRUST 2015 161593953 2016-07-05 BURNS MATTESON CAPITAL MANAGEMENT, 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6079379282
Plan sponsor’s address 42 EAST MARKET STREET, CORNING, NY, 14830

Signature of
Role Plan administrator
Date 2016-07-05
Name of individual signing WILLIAM BURNS

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 42 EAST MARKET ST, CORNING, NY, United States, 14830

Filings

Filing Number Date Filed Type Effective Date
201005062403 2020-10-05 BIENNIAL STATEMENT 2020-10-01
181003006127 2018-10-03 BIENNIAL STATEMENT 2018-10-01
161003006606 2016-10-03 BIENNIAL STATEMENT 2016-10-01
141016006130 2014-10-16 BIENNIAL STATEMENT 2014-10-01
121029006239 2012-10-29 BIENNIAL STATEMENT 2012-10-01
101020002096 2010-10-20 BIENNIAL STATEMENT 2010-10-01
080930002146 2008-09-30 BIENNIAL STATEMENT 2008-10-01
061030002149 2006-10-30 BIENNIAL STATEMENT 2006-10-01
040922002093 2004-09-22 BIENNIAL STATEMENT 2004-10-01
020920002160 2002-09-20 BIENNIAL STATEMENT 2002-10-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9771927107 2020-04-15 0248 PPP 42 E Market St, CORNING, NY, 14830-2615
Loan Status Date 2021-08-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 94797
Loan Approval Amount (current) 94797
Undisbursed Amount 0
Franchise Name -
Lender Location ID 101546
Servicing Lender Name First Heritage Federal Credit Union
Servicing Lender Address 202 Denison Pkwy East, Corning, NY, 14830
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CORNING, STEUBEN, NY, 14830-2615
Project Congressional District NY-23
Number of Employees 6
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 101546
Originating Lender Name First Heritage Federal Credit Union
Originating Lender Address Corning, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 95963.53
Forgiveness Paid Date 2021-07-06

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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