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  5. OGOREK WEALTH MANAGEMENT, LLC

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 (23 years ago)
Entity Number: 2699870
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 5500 MAIN STREET, WILLIAMSVILLE, NY, United States, 14221

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 043592984 2024-06-20 OGOREK WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2024-06-20
Name of individual signing ALICIA CHENEY
Role Employer/plan sponsor
Date 2024-06-20
Name of individual signing TONY OGOREK
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 043592984 2023-05-01 OGOREK WEALTH MANAGEMENT, LLC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2023-05-01
Name of individual signing TONY OGOREK
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 043592984 2022-04-18 OGOREK WEALTH MANAGEMENT, LLC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2022-04-18
Name of individual signing ALICIA CHENEY
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 043592984 2021-05-06 OGOREK WEALTH MANAGEMENT, LLC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2021-05-06
Name of individual signing ALICIA CHENEY
Role Employer/plan sponsor
Date 2021-05-06
Name of individual signing ANTHONY OGOREK
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 043592984 2020-05-08 OGOREK WEALTH MANAGEMENT, LLC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2020-05-08
Name of individual signing ALICIA CHENEY
Role Employer/plan sponsor
Date 2020-05-08
Name of individual signing ALICIA CHENEY
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 043592984 2019-05-03 OGOREK WEALTH MANAGEMENT, LLC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2019-05-03
Name of individual signing ALICIA CHENEY
Role Employer/plan sponsor
Date 2019-05-03
Name of individual signing ALICIA CHENEY
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2017 043592984 2018-05-18 OGOREK WEALTH MANAGEMENT, LLC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2018-05-18
Name of individual signing ANTHONY OGOREK
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2016 043592984 2017-05-15 OGOREK WEALTH MANAGEMENT, LLC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2017-05-15
Name of individual signing ANTHONY OGOREK
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2015 043592984 2016-05-11 OGOREK WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2016-05-11
Name of individual signing ANTHONY OGOREK
OGOREK WEALTH MANAGEMENT, LLC 401(K) PLAN 2014 043592984 2015-07-09 OGOREK WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 7166265000
Plan sponsor’s address 6400 SHERIDAN DRIVE, SUITE 224, WILLIAMSVILLE, NY, 142214842

Signature of
Role Plan administrator
Date 2015-07-09
Name of individual signing ANTHONY OGOREK

DOS Process Agent

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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7253687108 2020-04-14 0296 PPP 6400 Sheridan Drive Suite 224, Williamsville, NY, 14221
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) 215600
Loan Approval Amount (current) 215600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46027
Servicing Lender Name Evans Bank, National Association
Servicing Lender Address 8599 Erie Rd, ANGOLA, NY, 14006
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Williamsville, ERIE, NY, 14221-1000
Project Congressional District NY-26
Number of Employees 8
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 46027
Originating Lender Name Evans Bank, National Association
Originating Lender Address ANGOLA, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 217927.3
Forgiveness Paid Date 2021-05-21

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Related by address

5500 MAIN STREET, WILLIAMSVILLE, NY, United States, 14221

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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