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ECHELON WEALTH ADVISORS, LLC

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Company Details

Name: ECHELON WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 31 Dec 2002 (23 years ago)
Entity Number: 2850589
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 1159 Pittsford-Victor Road, Suite 220, Pittsford, NY, United States, 14534

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1159 Pittsford-Victor Road, Suite 220, Pittsford, NY, United States, 14534

Form 5500 Series

Employer Identification Number (EIN):
550818176
Plan Year:
2024
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:

History

Start date End date Type Value
2004-12-02 2016-05-25 Address 350 LINDEN OAKS, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2002-12-31 2004-12-02 Address 222 WESTMINSTER ROAD, ROCHESTER, NY, 14607, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210923002203 2021-09-23 BIENNIAL STATEMENT 2021-09-23
190305002080 2019-03-05 BIENNIAL STATEMENT 2018-12-01
160525000058 2016-05-25 CERTIFICATE OF AMENDMENT 2016-05-25
130109002585 2013-01-09 BIENNIAL STATEMENT 2012-12-01
110210002327 2011-02-10 BIENNIAL STATEMENT 2010-12-01

USAspending Awards / Financial Assistance

Date:
2020-06-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
3000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-15
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:
62647.00
Total Face Value Of Loan:
62647.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$62,647
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$62,647
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$63,017.77
Servicing Lender:
Manufacturers and Traders Trust Company
Use of Proceeds:
Payroll: $55,147
Utilities: $0
Mortgage Interest: $0
Rent: $7,500
Refinance EIDL: $0
Healthcare: $0
Debt Interest: $0

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State