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OAKWOOD FINANCIAL SERVICES, LLC

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Company Details

Name: OAKWOOD FINANCIAL SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 25 Jul 2001 (24 years ago)
Entity Number: 2664141
ZIP code: 14625
County: Monroe
Place of Formation: New York
Address: 190 Linden Oaks, Suite A, Rochester, NY, United States, 14625

DOS Process Agent

Name Role Address
OAKWOOD FINANCIAL SERVICES, LLC DOS Process Agent 190 Linden Oaks, Suite A, Rochester, NY, United States, 14625

Form 5500 Series

Employer Identification Number (EIN):
161610216
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
11
Sponsors Telephone Number:

History

Start date End date Type Value
2011-07-21 2023-07-18 Address 1680 EMPIRE BLVD STE 400, WEBSTER, NY, 14580, USA (Type of address: Service of Process)
2009-07-03 2011-07-21 Address 1670 EMPIRE BLVD, SUTE 400, WEBSTER, NY, 14580, USA (Type of address: Service of Process)
2007-07-16 2009-07-03 Address 1678 EMPIRE BLVD / SUITE 200, WEBSTER, NY, 14580, USA (Type of address: Service of Process)
2003-12-03 2007-07-16 Address 1678 EMPIRE BLVD, SUITE 200, WEBSTER, NY, 14580, USA (Type of address: Service of Process)
2001-07-25 2003-12-03 Address 2000 EMPIRE BLVD, SUITE 106, WEBSTER, NY, 14578, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230718002799 2023-07-18 BIENNIAL STATEMENT 2023-07-01
210729000601 2021-07-29 BIENNIAL STATEMENT 2021-07-29
180710006046 2018-07-10 BIENNIAL STATEMENT 2017-07-01
130723006370 2013-07-23 BIENNIAL STATEMENT 2013-07-01
110721002183 2011-07-21 BIENNIAL STATEMENT 2011-07-01

USAspending Awards / Financial Assistance

Date:
2020-06-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-126900.00
Total Face Value Of Loan:
0.00
Date:
2018-07-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
100000.00
Total Face Value Of Loan:
100000.00

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State