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  5. OAKWOOD FINANCIAL SERVICES, LLC

OAKWOOD FINANCIAL SERVICES, LLC

Company Details

Name: OAKWOOD FINANCIAL SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 25 Jul 2001 (23 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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN 2023 161610216 2024-07-24 OAKWOOD FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS, SUITE A, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2024-07-24
Name of individual signing MICHAEL MCNAUGHTON
OAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN 2023 161610216 2024-07-24 OAKWOOD FINANCIAL SERVICES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2024-07-24
Name of individual signing MICHAEL MCNAUGHTON
Role Employer/plan sponsor
Date 2024-07-24
Name of individual signing MICHAEL MCNAUGHTON
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2022 161610216 2023-06-28 OAKWOOD FINANCIAL SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625
Administrator’s telephone number 5857876870
OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN 2022 161610216 2023-08-14 OAKWOOD FINANCIAL SERVICES, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS, SUITE A, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2023-08-14
Name of individual signing MICHAEL MCNAUGHTON
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2021 161610216 2022-04-22 OAKWOOD FINANCIAL SERVICES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625
Administrator’s telephone number 5857876870
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2020 161610216 2021-03-08 OAKWOOD FINANCIAL SERVICES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625
Administrator’s telephone number 5857876870
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2019 161610216 2020-04-16 OAKWOOD FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625
Administrator’s telephone number 5857876870
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2018 161610216 2019-05-21 OAKWOOD FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 190 LINDEN OAKS SUITE A, ROCHESTER, NY, 14625
Administrator’s telephone number 5857876870
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2017 161610216 2018-07-23 OAKWOOD FINANCIAL SERVICES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 1680 EMPIRE BLVD. SUITE 400, WEBSTER, NY, 14580

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 1680 EMPIRE BLVD. SUITE 400, WEBSTER, NY, 14580
Administrator’s telephone number 5857876870
OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN 2016 161610216 2017-10-16 OAKWOOD FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5857876870
Plan sponsor’s address 1680 EMPIRE BLVD. SUITE 400, WEBSTER, NY, 14580

Plan administrator’s name and address
Administrator’s EIN 161610216
Plan administrator’s name OAKWOOD FINANCIAL SERVICES, LLC
Plan administrator’s address 1680 EMPIRE BLVD. SUITE 400, WEBSTER, NY, 14580
Administrator’s telephone number 5857876870

DOS Process Agent

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

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
090703002536 2009-07-03 BIENNIAL STATEMENT 2009-07-01
070716002587 2007-07-16 BIENNIAL STATEMENT 2007-07-01
061023000843 2006-10-23 CERTIFICATE OF PUBLICATION 2006-10-23
050721002033 2005-07-21 BIENNIAL STATEMENT 2005-07-01
031203002176 2003-12-03 BIENNIAL STATEMENT 2003-07-01

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 02 Jan 2025

Sources: New York Secretary of State

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