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  5. DANIEL E. PHILLIPS, DDS, PLLC

DANIEL E. PHILLIPS, DDS, PLLC

Company Details

Name: DANIEL E. PHILLIPS, DDS, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Oct 2003 (21 years ago)
Entity Number: 2967688
ZIP code: 14467
County: Monroe
Place of Formation: New York
Address: 4001 E. HENRIETTA ROAD, HENRIETTA, NY, United States, 14467

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2023 200430949 2024-12-09 DANIEL E. PHILLIPS, DDS, PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 EAST HENRIETTA ROAD, HENRIETTA, NY, 14467

Signature of
Role Plan administrator
Date 2024-12-09
Name of individual signing MICHAEL PHILLIPS
Valid signature Filed with authorized/valid electronic signature
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2022 200430949 2023-08-31 DANIEL E. PHILLIPS, DDS, PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 EAST HENRIETTA ROAD, HENRIETTA, NY, 14467

Signature of
Role Plan administrator
Date 2023-08-31
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2021 200430949 2022-10-13 DANIEL E. PHILLIPS, DDS, PLLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 EAST HENRIETTA ROAD, HENRIETTA, NY, 14467

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2020 200430949 2021-08-24 DANIEL E. PHILLIPS, DDS, PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 EAST HENRIETTA ROAD, HENRIETTA, NY, 14467

Signature of
Role Plan administrator
Date 2021-08-24
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2019 200430949 2020-10-13 DANIEL E. PHILLIPS, DDS, PLLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 EAST HENRIETTA ROAD, HENRIETTA, NY, 14467

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2018 200430949 2019-10-15 DANIEL E. PHILLIPS, DDS, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 E. HENRIETTA RD, HENRIETTA, NY, 144679780
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2016 200430949 2017-07-20 DANIEL E. PHILLIPS, DDS, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 E. HENRIETTA RD, HENRIETTA, NY, 144679780

Signature of
Role Plan administrator
Date 2017-07-20
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2015 200430949 2016-10-13 DANIEL E. PHILLIPS, DDS, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 E. HENRIETTA RD, HENRIETTA, NY, 144679780

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2014 200430949 2015-10-15 DANIEL E. PHILLIPS, DDS, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 E. HENRIETTA RD, HENRIETTA, NY, 144679780

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing MICHAEL M. PHILLIPS
DANIEL E. PHILLIPS, DDS, PLLC 401(K) PLAN 2013 200430949 2014-10-14 DANIEL E. PHILLIPS, DDS, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621210
Sponsor’s telephone number 5853345544
Plan sponsor’s address 4001 E. HENRIETTA RD, HENRIETTA, NY, 144679780

Signature of
Role Plan administrator
Date 2014-10-14
Name of individual signing MICHAEL M. PHILLIPS

DOS Process Agent

Name Role Address
DANIEL E. PHILLIPS, DDS, PLLC DOS Process Agent 4001 E. HENRIETTA ROAD, HENRIETTA, NY, United States, 14467

History

Start date End date Type Value
2014-01-13 2017-10-06 Address 4001 E. HENRIETTA ROAD, PO BOX 580, HENRIETTA, NY, 14467, USA (Type of address: Service of Process)
2003-10-22 2014-01-13 Address 4001 E. HENRIETTA ROAD, HENRIETTA, NY, 14467, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200129060270 2020-01-29 BIENNIAL STATEMENT 2019-10-01
171006006650 2017-10-06 BIENNIAL STATEMENT 2017-10-01
140113006861 2014-01-13 BIENNIAL STATEMENT 2013-10-01
111017002047 2011-10-17 BIENNIAL STATEMENT 2011-10-01
091006002961 2009-10-06 BIENNIAL STATEMENT 2009-10-01
071005002021 2007-10-05 BIENNIAL STATEMENT 2007-10-01
051031002480 2005-10-31 BIENNIAL STATEMENT 2005-10-01
040107000828 2004-01-07 AFFIDAVIT OF PUBLICATION 2004-01-07
040107000826 2004-01-07 AFFIDAVIT OF PUBLICATION 2004-01-07
031022000015 2003-10-22 ARTICLES OF ORGANIZATION 2003-10-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9224827004 2020-04-09 0219 PPP 4001 E. Henrietta Road, HENRIETTA, NY, 14467-9780
Loan Status Date 2021-02-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 147800
Loan Approval Amount (current) 147800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HENRIETTA, MONROE, NY, 14467-9780
Project Congressional District NY-25
Number of Employees 9
NAICS code 621210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 148859.23
Forgiveness Paid Date 2021-01-07
6355938310 2021-01-26 0219 PPS 4001 E Henrietta Rd, Henrietta, NY, 14467-9780
Loan Status Date -
Loan Status Exemption 4
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 180928
Loan Approval Amount (current) 180928
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Henrietta, MONROE, NY, 14467-9780
Project Congressional District NY-25
Number of Employees 9
NAICS code 621210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount -
Forgiveness Paid Date -

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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