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OGOREK WEALTH MANAGEMENT, LLC

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:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
8
Sponsors Telephone Number:

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
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

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
215600
Current Approval Amount:
215600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
217927.3

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

Date of last update: 30 Mar 2025

Sources: New York Secretary of State