| Name: | ECHELON WEALTH ADVISORS, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 31 Dec 2002 (22 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 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ECHELON WEALTH ADVISORS, LLC 401(K) PLAN | 2023 | 550818176 | 2024-07-08 | ECHELON WEALTH ADVISORS, LLC | 4 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-08 |
| Name of individual signing | RICHARD A. DOUGHERTY |
| Role | Employer/plan sponsor |
| Date | 2024-07-08 |
| Name of individual signing | RICHARD A DOUGHERTY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5853811861 |
| Plan sponsor’s address | 1159 PITTSFORD VICTOR ROAD SUIT 220, PITTSFORD, NY, 14534 |
Signature of
| Role | Plan administrator |
| Date | 2024-07-15 |
| Name of individual signing | RICHARD DOUGHERTY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5853811861 |
| Plan sponsor’s address | 1159 PITTSFORD VICTOR ROAD SUIT 220, PITTSFORD, NY, 14534 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-10 |
| Name of individual signing | RICHARD DOUGHERTY |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5853811861 |
| Plan sponsor’s address | 1159 PITTSFORD VICTOR ROAD SUITE 22, PITTSFORD, NY, 14534 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-10 |
| Name of individual signing | RICHARD A. DOUGHERTY |
| Name | Role | Address |
|---|---|---|
| THE LLC | DOS Process Agent | 1159 Pittsford-Victor Road, Suite 220, Pittsford, NY, United States, 14534 |
| 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) |
| 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 |
| 090105002086 | 2009-01-05 | BIENNIAL STATEMENT | 2008-12-01 |
| 071009000195 | 2007-10-09 | CERTIFICATE OF PUBLICATION | 2007-10-09 |
| 061211002351 | 2006-12-11 | BIENNIAL STATEMENT | 2006-12-01 |
| 041202002603 | 2004-12-02 | BIENNIAL STATEMENT | 2004-12-01 |
| 021231000049 | 2002-12-31 | ARTICLES OF ORGANIZATION | 2002-12-31 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8110817107 | 2020-04-15 | 0219 | PPP | 1159 Pittsford Victor Rd. Suite 220 Ste. 220, Pittsford, NY, 14534 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 30 Mar 2025
Sources: New York Secretary of State
