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  5. WNY ASSET MANAGEMENT, LLC

WNY ASSET MANAGEMENT, LLC

Company Details

Name: WNY ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Nov 2000 (24 years ago)
Entity Number: 2572072
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, United States, 14221

Central Index Key

CIK number Mailing Address Business Address Phone
1803296 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221 716-626-0060

Filings since 2024-11-12
Form type 13F-HR
File number 028-20935
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-12
Form type 13F-HR
File number 028-20935
Filing date 2024-08-12
Reporting date 2024-06-30
File View File

Filings since 2024-05-07
Form type 13F-HR
File number 028-20935
Filing date 2024-05-07
Reporting date 2024-03-31
File View File

Filings since 2024-02-21
Form type 13F-HR
File number 028-20935
Filing date 2024-02-21
Reporting date 2023-12-31
File View File

Filings since 2023-12-14
Form type 13F-HR
File number 028-20935
Filing date 2023-12-14
Reporting date 2023-09-30
File View File

Filings since 2023-08-03
Form type 13F-HR
File number 028-20935
Filing date 2023-08-03
Reporting date 2023-06-30
File View File

Filings since 2023-05-02
Form type 13F-HR
File number 028-20935
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-01-25
Form type 13F-HR
File number 028-20935
Filing date 2023-01-25
Reporting date 2022-12-31
File View File

Filings since 2022-10-25
Form type 13F-HR
File number 028-20935
Filing date 2022-10-25
Reporting date 2022-09-30
File View File

Filings since 2022-08-08
Form type 13F-HR
File number 028-20935
Filing date 2022-08-08
Reporting date 2022-06-30
File View File

Filings since 2022-04-19
Form type 13F-HR
File number 028-20935
Filing date 2022-04-19
Reporting date 2022-03-31
File View File

Filings since 2022-02-15
Form type 13F-HR
File number 028-20935
Filing date 2022-02-15
Reporting date 2021-12-31
File View File

Filings since 2021-11-09
Form type 13F-HR
File number 028-20935
Filing date 2021-11-09
Reporting date 2021-09-30
File View File

Filings since 2021-07-14
Form type 13F-HR
File number 028-20935
Filing date 2021-07-14
Reporting date 2021-06-30
File View File

Filings since 2021-04-20
Form type 13F-HR
File number 028-20935
Filing date 2021-04-20
Reporting date 2021-03-31
File View File

Filings since 2021-02-16
Form type 13F-HR
File number 028-20935
Filing date 2021-02-16
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2023 161597054 2024-03-19 WNY ASSET MANAGEMENT, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2024-03-19
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2022 161597054 2023-05-05 WNY ASSET MANAGEMENT, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2023-05-04
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2021 161597054 2022-08-19 WNY ASSET MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2020 161597054 2021-07-21 WNY ASSET MANAGEMENT, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2019 161597054 2020-03-30 WNY ASSET MANAGEMENT, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2020-03-30
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2018 161597054 2019-04-09 WNY ASSET MANAGEMENT, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2019-04-08
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2017 161597054 2018-03-27 WNY ASSET MANAGEMENT, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2018-03-26
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2016 161597054 2017-03-15 WNY ASSET MANAGEMENT, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2017-03-15
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2015 161597054 2016-04-19 WNY ASSET MANAGEMENT, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DR STE 200, WILLIAMSVILLE, NY, 142214845

Signature of
Role Plan administrator
Date 2016-04-19
Name of individual signing JOHN PIERONI
WNY ASSET MANAGEMENT, LLC 401(K) PLAN 2014 161597054 2015-08-28 WNY ASSET MANAGEMENT, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 525990
Sponsor’s telephone number 7166260060
Plan sponsor’s address 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2015-08-28
Name of individual signing JOHN PIERONI

DOS Process Agent

Name Role Address
C/O JOHN PIERONI DOS Process Agent 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, United States, 14221

History

Start date End date Type Value
2012-11-15 2022-02-16 Address 6500 SHERIDAN DRIVE, SUITE 6500, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2006-11-02 2012-11-15 Address 350 ESSJAY ROAD / SUITE 305, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2000-11-08 2006-11-02 Address 350 ESSJAY ROAD SUITE 305, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
220216002360 2022-02-16 CERTIFICATE OF PUBLICATION 2022-02-16
211215001340 2021-12-15 BIENNIAL STATEMENT 2021-12-15
121115006414 2012-11-15 BIENNIAL STATEMENT 2012-11-01
101122002359 2010-11-22 BIENNIAL STATEMENT 2010-11-01
081029002731 2008-10-29 BIENNIAL STATEMENT 2008-11-01
061102002669 2006-11-02 BIENNIAL STATEMENT 2006-11-01
041105002431 2004-11-05 BIENNIAL STATEMENT 2004-11-01
021022002296 2002-10-22 BIENNIAL STATEMENT 2002-11-01
010112000501 2001-01-12 CERTIFICATE OF AMENDMENT 2001-01-12
001108000463 2000-11-08 ARTICLES OF ORGANIZATION 2000-11-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9331367101 2020-04-15 0296 PPP 6500 Sheridan Drive Ste 200, Williamsville, NY, 14221
Loan Status Date 2021-06-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 243700
Loan Approval Amount (current) 243700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Williamsville, ERIE, NY, 14221-1000
Project Congressional District NY-26
Number of Employees 15
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 246263.86
Forgiveness Paid Date 2021-05-13

Related by officers

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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