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  5. WT BURNS AGENCY, INC.

WT BURNS AGENCY, INC.

Company Details

Name: WT BURNS AGENCY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 04 Nov 2008 (16 years ago)
Entity Number: 3739251
ZIP code: 12887
County: Washington
Place of Formation: New York
Address: SHERRY ROZELL, 94 POULTNEY ST, WHITEHALL, NY, United States, 12887
Principal Address: 94 POULTNEY ST, WHITEHALL, NY, United States, 12887

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
WT BURNS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2023 300505412 2024-10-16 WT BURNS AGENCY INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 5184991333
Plan sponsor’s address 94 POULTNEY ST, WHITEHALL, NY, 12887

Signature of
Role Plan administrator
Date 2024-10-16
Name of individual signing SHERRY L. ROZELL
Valid signature Filed with authorized/valid electronic signature
WT BURNS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 300505412 2023-03-29 WT BURNS AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 5184991333
Plan sponsor’s address 94 POULTNEY ST, WHITEHALL, NY, 12887

Signature of
Role Plan administrator
Date 2023-03-29
Name of individual signing SHERRY ROZELL
WT BURNS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2021 300505412 2022-05-11 WT BURNS AGENCY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 5184991333
Plan sponsor’s address 94 POULTNEY ST, WHITEHALL, NY, 12887

Signature of
Role Plan administrator
Date 2022-05-11
Name of individual signing SHERRY ROZELL
WT BURNS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 300505412 2021-10-01 WT BURNS AGENCY INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 5184991333
Plan sponsor’s address 94 POULTNEY ST, WHITEHALL, NY, 12887

Signature of
Role Plan administrator
Date 2021-10-01
Name of individual signing SHERRY ROZELL
WT BURNS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2019 300505412 2020-04-10 WT BURNS AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 5184991333
Plan sponsor’s address 94 POULTNEY ST, WHITEHALL, NY, 12887

Signature of
Role Plan administrator
Date 2020-04-10
Name of individual signing SHERRY ROZELL
WT BURNS AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2018 300505412 2019-07-11 WT BURNS AGENCY INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 5184991333
Plan sponsor’s address 94 POULTNEY ST, WHITEHALL, NY, 12887

Signature of
Role Plan administrator
Date 2019-07-11
Name of individual signing SHERRY ROZELL

Chief Executive Officer

Name Role Address
SHERRY L ROZELL Chief Executive Officer 1975 COUNTY RTE 18, WHITEHALL, NY, United States, 12887

DOS Process Agent

Name Role Address
WT BURNS AGENCY, INC. DOS Process Agent SHERRY ROZELL, 94 POULTNEY ST, WHITEHALL, NY, United States, 12887

History

Start date End date Type Value
2010-12-28 2020-02-13 Address 151 BROADWAY, WHITEHALL, NY, 12887, USA (Type of address: Principal Executive Office)
2008-11-04 2020-02-13 Address SHERRY ROZELL, 151 BROADWAY, WHITEHALL, NY, 12887, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200213060396 2020-02-13 BIENNIAL STATEMENT 2018-11-01
101228002081 2010-12-28 BIENNIAL STATEMENT 2010-11-01
081104000346 2008-11-04 CERTIFICATE OF INCORPORATION 2008-11-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2914217309 2020-04-29 0248 PPP 94 Poultney Street, WHITEHALL, NY, 12887
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20492
Loan Approval Amount (current) 20492
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47029
Servicing Lender Name Community Bank, National Association
Servicing Lender Address 45-49 Court St, CANTON, NY, 13617-1118
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WHITEHALL, WASHINGTON, NY, 12887-0001
Project Congressional District NY-21
Number of Employees 4
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 47029
Originating Lender Name Community Bank, National Association
Originating Lender Address CANTON, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20662.11
Forgiveness Paid Date 2021-03-02

Related by officers

No related officers

Related by address

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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