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OGOREK WEALTH MANAGEMENT, LLC

OGOREK WEALTH MANAGEMENT, LLC

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Company Details

Name:	OGOREK WEALTH MANAGEMENT, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	16 Nov 2001 (24 years ago)
Entity Number:	2699870
ZIP code:	14221
County:	Erie
Place of Formation:	New York
Address:	5500 MAIN STREET, WILLIAMSVILLE, NY, United States, 14221

DOS Process Agent

Name	Role	Address
THE LLC	DOS Process Agent	5500 MAIN STREET, WILLIAMSVILLE, NY, United States, 14221

Form 5500 Series

Employer Identification Number (EIN):

043592984

Plan Year:

2023

Number Of Participants:

11

Sponsors Telephone Number:

7166265000

File:

Plan Year:

2022

Number Of Participants:

10

Sponsors Telephone Number:

7166265000

File:

Plan Year:

2021

Number Of Participants:

12

Sponsors Telephone Number:

7166265000

File:

Plan Year:

2020

Number Of Participants:

11

Sponsors Telephone Number:

7166265000

File:

Plan Year:

2019

Number Of Participants:

8

Sponsors Telephone Number:

7166265000

File:

Filings

Filing Number	Date Filed	Type	Effective Date
031031002361	2003-10-31	BIENNIAL STATEMENT	2003-11-01
020211000273	2002-02-11	AFFIDAVIT OF PUBLICATION	2002-02-11
020211000275	2002-02-11	AFFIDAVIT OF PUBLICATION	2002-02-11
011116000340	2001-11-16	ARTICLES OF ORGANIZATION	2002-01-01

USAspending Awards / Financial Assistance

Date:

2020-04-14

Link:

View on USAspending

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:

215600.00

Total Face Value Of Loan:

215600.00

Paycheck Protection Program

Jobs Reported:

8

Initial Approval Amount:

$215,600

Date Approved:

2020-04-14

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$215,600

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$217,927.3

Servicing Lender:

Evans Bank, National Association

Use of Proceeds:

Payroll: $161,700
Utilities: $26,950
Rent: $26,950

Court Cases

Court Case Summary

Filing Date:

2019-09-03

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Copyright

Parties

Party Name:

VERCH

Party Role:

Plaintiff

Party Name:

OGOREK WEALTH MANAGEMENT, LLC

Party Role:

Defendant

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State