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  5. MORRIS WORTMAN, MD, PLLC

MORRIS WORTMAN, MD, PLLC

Company Details

Name: MORRIS WORTMAN, MD, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Apr 2005 (20 years ago)
Entity Number: 3188202
ZIP code: 14618
County: Monroe
Place of Formation: New York
Address: 2020 SOUTH CLINTON AVE, ROCHESTER, NY, United States, 14618

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2023 202869940 2024-04-10 MORRIS WORTMAN, MD, PLLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2022 202869940 2023-07-10 MORRIS WORTMAN, MD, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2021 202869940 2022-06-27 MORRIS WORTMAN, MD, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2020 202869940 2021-06-01 MORRIS WORTMAN, MD, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2019 202869940 2020-04-06 MORRIS WORTMAN, MD, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2018 202869940 2019-07-01 MORRIS WORTMAN, MD, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2017 202869940 2018-07-02 MORRIS WORTMAN, MD, PLLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2016 202869940 2017-08-03 MORRIS WORTMAN, MD, PLLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2015 202869940 2016-06-14 MORRIS WORTMAN, MD, PLLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618
MORRIS WORTMAN, MD, PLLC 401(K) PLAN 2014 202869940 2015-05-07 MORRIS WORTMAN, MD, PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 621111
Sponsor’s telephone number 5854738770
Plan sponsor’s address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2015-05-07
Name of individual signing MORRIS WORTMAN

DOS Process Agent

Name Role Address
MORRIS WORTMAN, MD, PLLC DOS Process Agent 2020 SOUTH CLINTON AVE, ROCHESTER, NY, United States, 14618

History

Start date End date Type Value
2005-04-07 2023-04-05 Address 2020 SOUTH CLINTON AVE, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230405000308 2023-04-05 BIENNIAL STATEMENT 2023-04-01
220324000827 2022-03-24 BIENNIAL STATEMENT 2021-04-01
130508002221 2013-05-08 BIENNIAL STATEMENT 2013-04-01
110506003250 2011-05-06 BIENNIAL STATEMENT 2011-04-01
090415002648 2009-04-15 BIENNIAL STATEMENT 2009-04-01
070425002528 2007-04-25 BIENNIAL STATEMENT 2007-04-01
050624000477 2005-06-24 AFFIDAVIT OF PUBLICATION 2005-06-24
050624000474 2005-06-24 AFFIDAVIT OF PUBLICATION 2005-06-24
050407000659 2005-04-07 ARTICLES OF ORGANIZATION 2005-04-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2501707109 2020-04-10 0219 PPP 2020 S. Clinton Avenue, ROCHESTER, NY, 14618-5703
Loan Status Date 2021-10-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 105192
Loan Approval Amount (current) 105192
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address ROCHESTER, MONROE, NY, 14618-5703
Project Congressional District NY-25
Number of Employees 10
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 106687.74
Forgiveness Paid Date 2021-09-22

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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