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  5. SCOTT I. STEIN, D.D.S., LLC

SCOTT I. STEIN, D.D.S., LLC

Company Details

Name: SCOTT I. STEIN, D.D.S., LLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Apr 2001 (24 years ago)
Entity Number: 2625752
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 20 NORTH MAIN ST., PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2023 161593247 2024-10-02 SCOTT I. STEIN, D.D.S. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing SCOTT STEIN
Valid signature Filed with authorized/valid electronic signature
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2022 161593247 2023-09-05 SCOTT I. STEIN, D.D.S. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2023-09-05
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2021 161593247 2022-09-20 SCOTT I. STEIN, D.D.S. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2022-09-20
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2020 161593247 2021-07-01 SCOTT I. STEIN, D.D.S. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2021-07-01
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2019 161593247 2020-07-29 SCOTT I. STEIN, D.D.S. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2018 161593247 2019-09-23 SCOTT I. STEIN, D.D.S. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2019-09-23
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2017 161593247 2018-08-23 SCOTT I. STEIN, D.D.S. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2018-08-23
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2016 161593247 2017-06-30 SCOTT I. STEIN, D.D.S. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2017-06-30
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2015 161593247 2016-06-23 SCOTT I. STEIN, D.D.S. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2016-06-23
Name of individual signing SCOTT STEIN
SCOTT I. STEIN, D.D.S. 401(K) PLAN 2014 161593247 2015-07-21 SCOTT I. STEIN, D.D.S. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 621210
Sponsor’s telephone number 5855864080
Plan sponsor’s address 20 N. MAIN STREET, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing SCOTT STEIN

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 20 NORTH MAIN ST., PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2001-04-09 2023-10-02 Address 20 NORTH MAIN ST., PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231002000197 2023-10-02 BIENNIAL STATEMENT 2023-04-01
170405006257 2017-04-05 BIENNIAL STATEMENT 2017-04-01
130425006270 2013-04-25 BIENNIAL STATEMENT 2013-04-01
110502002374 2011-05-02 BIENNIAL STATEMENT 2011-04-01
090409002082 2009-04-09 BIENNIAL STATEMENT 2009-04-01
070426002418 2007-04-26 BIENNIAL STATEMENT 2007-04-01
050426002464 2005-04-26 BIENNIAL STATEMENT 2005-04-01
030416002135 2003-04-16 BIENNIAL STATEMENT 2003-04-01
010626000169 2001-06-26 AFFIDAVIT OF PUBLICATION 2001-06-26
010626000165 2001-06-26 AFFIDAVIT OF PUBLICATION 2001-06-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5706837001 2020-04-06 0219 PPP 20 North Main St, PITTSFORD, NY, 14534-1303
Loan Status Date 2021-08-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 91900
Loan Approval Amount (current) 91900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PITTSFORD, MONROE, NY, 14534-1303
Project Congressional District NY-25
Number of Employees 7
NAICS code 621210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 93015.56
Forgiveness Paid Date 2021-07-02
4153908304 2021-01-23 0219 PPS 20 N Main St, Pittsford, NY, 14534-1303
Loan Status Date 2021-10-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 74919
Loan Approval Amount (current) 74919
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Pittsford, MONROE, NY, 14534-1303
Project Congressional District NY-25
Number of Employees 6
NAICS code 621210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 75378.92
Forgiveness Paid Date 2021-09-14

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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