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  5. SANDERSON WEALTH MANAGEMENT LLC

SANDERSON WEALTH MANAGEMENT LLC

Company Details

Name: SANDERSON WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Aug 2001 (24 years ago)
Entity Number: 2669114
ZIP code: 14202
County: Erie
Place of Formation: New York
Address: 50 FOUNTAIN PLAZA SUITE 750, BUFFALO, NY, United States, 14202

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SANDERSON & COMPANY PROFIT SHARING PLAN 2023 161605380 2024-06-24 SANDERSON WEALTH MANAGEMENT, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2024-06-24
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2024-06-24
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2022 161605380 2023-07-25 SANDERSON WEALTH MANAGEMENT, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2021 161605380 2022-05-10 SANDERSON WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2022-05-05
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2022-05-05
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2020 161605380 2021-07-14 SANDERSON WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2021-07-08
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2019 161605380 2020-07-17 SANDERSON WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2020-07-17
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2020-07-17
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2018 161605380 2019-06-18 SANDERSON WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2019-06-18
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2019-06-18
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2017 161605380 2018-07-18 SANDERSON WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2018-07-18
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY PROFIT SHARING PLAN 2016 161605380 2017-06-07 SANDERSON WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2017-05-30
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2017-05-30
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY MONEY PURCHASE PENSION PLAN 2016 161605380 2017-06-07 SANDERSON WEALTH MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2017-05-30
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2017-05-30
Name of individual signing JOHN R. SANDERSON
SANDERSON & COMPANY MONEY PURCHASE PENSION PLAN 2015 161605380 2016-07-29 SANDERSON WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-07-01
Business code 523900
Sponsor’s telephone number 7165662420
Plan sponsor’s address 50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing JOHN R. SANDERSON
Role Employer/plan sponsor
Date 2016-07-27
Name of individual signing JOHN R. SANDERSON

DOS Process Agent

Name Role Address
SANDERSON WEALTH MANAGEMENT LLC DOS Process Agent 50 FOUNTAIN PLAZA SUITE 750, BUFFALO, NY, United States, 14202

History

Start date End date Type Value
2001-08-09 2003-07-31 Address 27 BURNING BUSH WAY, ORCHARD PARK, NY, 14127, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210803001148 2021-08-03 BIENNIAL STATEMENT 2021-08-03
200211000613 2020-02-11 CERTIFICATE OF AMENDMENT 2020-02-11
130820006294 2013-08-20 BIENNIAL STATEMENT 2013-08-01
110913002480 2011-09-13 BIENNIAL STATEMENT 2011-08-01
110630000497 2011-06-30 CERTIFICATE OF AMENDMENT 2011-06-30
090805002043 2009-08-05 BIENNIAL STATEMENT 2009-08-01
070807002498 2007-08-07 BIENNIAL STATEMENT 2007-08-01
050802002002 2005-08-02 BIENNIAL STATEMENT 2005-08-01
030731002374 2003-07-31 BIENNIAL STATEMENT 2003-08-01
010809000078 2001-08-09 ARTICLES OF ORGANIZATION 2001-08-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8817797107 2020-04-15 0296 PPP 50 Fountain Plaza Suite 750, Buffalo, NY, 14202
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) 378980
Loan Approval Amount (current) 378980
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 Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14202-1000
Project Congressional District NY-26
Number of Employees 15
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 383081.29
Forgiveness Paid Date 2021-05-21

Related by officers

No related officers

Related by address

50 FOUNTAIN PLAZA SUITE 750, BUFFALO, NY, United States, 14202

SANDERSON WEALTH MANAGEMENT CPA'S, LLC

Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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