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PHENIX AUTOMATION, INC.

Company Details

Name: PHENIX AUTOMATION, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Jan 2001 (24 years ago)
Entity Number: 2588792
ZIP code: 14611
County: Monroe
Place of Formation: New York
Address: 635 JAY STREET, ROCHESTER, NY, United States, 14611

Shares Details

Shares issued 2000

Share Par Value 0.01

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHENIX AUTOMATION 401(K) PLAN 2023 813359827 2024-10-15 PHENIX AUTOMATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 423990
Sponsor’s telephone number 5856410535
Plan sponsor’s address 300 MAIN STREET, SUITE 35, EAST ROCHESTER, NY, 14445

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing WILLIAM CULLEY
Valid signature Filed with authorized/valid electronic signature
PHENIX AUTOMATION CASH BALANCE PENSION PLAN 2023 813359827 2024-07-24 PHENIX AUTOMATION 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2022-01-01
Business code 423800
Sponsor’s telephone number 5858022433
Plan sponsor’s address 215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
PHENIX AUTOMATION CASH BALANCE PENSION PLAN 2022 813359827 2023-10-02 PHENIX AUTOMATION 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2022-01-01
Business code 423800
Sponsor’s telephone number 5858022433
Plan sponsor’s address 215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
PHENIX AUTOMATION 401(K) PLAN 2022 813359827 2023-10-05 PHENIX AUTOMATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 423990
Sponsor’s telephone number 5856410535
Plan sponsor’s address 300 MAIN STREET, SUITE 35, EAST ROCHESTER, NY, 14445

Signature of

Role Plan administrator
Date 2023-10-05
Name of individual signing WILLIAM CULLEY
ETF ADVISOR K MEP 2021 813359827 2022-07-09 PHENIX AUTOMATION 6
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2018-01-01
Business code 423100
Sponsor’s telephone number 5856410535
Plan sponsor’s address 215 TREMONT ST., STE 201, ROCHESTER, NY, 14608

Plan administrator’s name and address

Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE
Plan administrator’s address 2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of

Role Plan administrator
Date 2022-07-09
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP 2020 813359827 2021-07-29 PHENIX AUTOMATION 6
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2018-01-01
Business code 423100
Sponsor’s telephone number 5856410535
Plan sponsor’s address 215 TREMONT ST., STE 201, ROCHESTER, NY, 14608

Plan administrator’s name and address

Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE
Plan administrator’s address 2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of

Role Plan administrator
Date 2021-07-29
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP 2019 813359827 2020-07-22 PHENIX AUTOMATION 4
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2018-01-01
Business code 423100
Sponsor’s telephone number 5856410535
Plan sponsor’s address 215 TREMONT ST., STE 201, ROCHESTER, NY, 14608

Plan administrator’s name and address

Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE
Plan administrator’s address 2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing KRISTI DALLEY
ETF ADVISOR K MEP PHENIX AUTOMATION 2018 813359827 2019-06-18 PHENIX AUTOMATION 1
File View Page
Three-digit plan number (PN) 336
Effective date of plan 2018-01-01
Business code 423100
Sponsor’s telephone number 5856410535
Plan sponsor’s address 215 TREMONT ST., STE 201, ROCHESTER, NY, 14608

Plan administrator’s name and address

Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE
Plan administrator’s address 2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of

Role Plan administrator
Date 2019-06-18
Name of individual signing KRISTI DALLEY

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 635 JAY STREET, ROCHESTER, NY, United States, 14611

Filings

Filing Number Date Filed Type Effective Date
010102000125 2001-01-02 CERTIFICATE OF INCORPORATION 2001-01-02

Date of last update: 02 Jan 2025

Sources: New York Secretary of State