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  5. JON WEILBAKER & ASSOCIATES INC.

JON WEILBAKER & ASSOCIATES INC.

Company Details

Name: JON WEILBAKER & ASSOCIATES INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 24 Sep 2002 (22 years ago)
Entity Number: 2815022
ZIP code: 12866
County: New York
Place of Formation: New York
Address: 648 Crescent Avenue, SARATOGA SPRINGS, NY, United States, 12866

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JON WEILBAKER & ASSOCIATES, INC. RETIREMENT TRUST 2023 562299106 2024-07-04 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 9178426201
Plan sponsor’s address 648 CRESCENT AVENUE, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2024-07-04
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES, INC. RETIREMENT TRUST 2022 562299106 2023-07-02 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 9178426201
Plan sponsor’s address 648 CRESCENT AVENUE, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2023-07-02
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2021 562299106 2022-07-05 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 9178426201
Plan sponsor’s address 648 CRESCENT AVENUE, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2022-07-05
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2020 562299106 2021-07-01 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 9178426201
Plan sponsor’s address 648 CRESCENT AVENUE, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2021-07-01
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2019 562299106 2020-06-23 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 9178426201
Plan sponsor’s address 648 CRESCENT AVENUE, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2020-06-23
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2018 562299106 2019-07-24 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 8006867973
Plan sponsor’s address 2 AMANDA COURT, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2017 562299106 2018-07-25 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 8006867973
Plan sponsor’s address 2 AMANDA COURT, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2016 562299106 2017-07-25 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 8006867973
Plan sponsor’s address 2 AMANDA COURT, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2015 562299106 2016-07-22 JON WEILBAKER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 5186918403
Plan sponsor’s address 2 AMANDA COURT, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2016-07-22
Name of individual signing JON WEILBAKER
JON WEILBAKER & ASSOCIATES INC RETIREMENT TRUST 2014 562299106 2015-07-13 JON WEILBAKER & ASSOCIATES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-10-01
Business code 522110
Sponsor’s telephone number 5186918403
Plan sponsor’s address 2 AMANDA COURT, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2015-07-13
Name of individual signing JON WEILBAKER
Role Employer/plan sponsor
Date 2015-07-13
Name of individual signing JON WEILBAKER

Agent

Name Role Address
JON WEILBAKER Agent 41 WEST 96TH STREET #6B, NEW YORK, NY, 10025

DOS Process Agent

Name Role Address
JON WEILBAKER DOS Process Agent 648 Crescent Avenue, SARATOGA SPRINGS, NY, United States, 12866

Chief Executive Officer

Name Role Address
JON WEILBAKER Chief Executive Officer 648 CRESCENT AVENUE, SARATOGA SPRINGS, NY, United States, 12866

History

Start date End date Type Value
2004-10-25 2006-09-11 Address 160 WEST 95TH ST, NEW YORK, NY, 10025, USA (Type of address: Chief Executive Officer)
2004-10-25 2006-09-11 Address 160 WEST 95TH ST, NEW YORK, NY, 10025, USA (Type of address: Principal Executive Office)
2004-10-25 2006-09-11 Address 160 WEST 95TH ST, NEW YORK, NY, 10025, USA (Type of address: Service of Process)
2002-09-24 2004-10-25 Address 41 WEST 96TH STREET #6B, NEW YORK, NY, 10025, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210919000007 2021-09-19 BIENNIAL STATEMENT 2021-09-19
140902006084 2014-09-02 BIENNIAL STATEMENT 2014-09-01
120910006010 2012-09-10 BIENNIAL STATEMENT 2012-09-01
100915002208 2010-09-15 BIENNIAL STATEMENT 2010-09-01
080821002175 2008-08-21 BIENNIAL STATEMENT 2008-09-01
060911002185 2006-09-11 BIENNIAL STATEMENT 2006-09-01
041025002614 2004-10-25 BIENNIAL STATEMENT 2004-09-01
020924000134 2002-09-24 CERTIFICATE OF INCORPORATION 2002-09-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4396537004 2020-04-03 0248 PPP 648 Cescent Ave, SARATOGA SPRINGS, NY, 12866-8760
Loan Status Date 2021-03-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 14900
Loan Approval Amount (current) 14900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50168
Servicing Lender Name The Adirondack Trust Company
Servicing Lender Address 473 Broadway, SARATOGA SPRINGS, NY, 12866-2203
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARATOGA SPRINGS, SARATOGA, NY, 12866-8760
Project Congressional District NY-20
Number of Employees 3
NAICS code 561990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 50168
Originating Lender Name The Adirondack Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 15024.17
Forgiveness Paid Date 2021-02-05
2208888408 2021-02-03 0248 PPS 648 Crescent Ave, Saratoga Springs, NY, 12866-8760
Loan Status Date 2021-12-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 24957.5
Loan Approval Amount (current) 24957.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50168
Servicing Lender Name The Adirondack Trust Company
Servicing Lender Address 473 Broadway, SARATOGA SPRINGS, NY, 12866-2203
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Saratoga Springs, SARATOGA, NY, 12866-8760
Project Congressional District NY-20
Number of Employees 3
NAICS code 523910
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 50168
Originating Lender Name The Adirondack Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 25146.76
Forgiveness Paid Date 2021-11-08

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 12 Mar 2025

Sources: New York Secretary of State

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