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  5. J. O'CONNELL & ASSOCIATES INC.

J. O'CONNELL & ASSOCIATES INC.

Company Details

Name: J. O'CONNELL & ASSOCIATES INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 19 Aug 2009 (16 years ago)
Entity Number: 3846859
ZIP code: 14031
County: Erie
Place of Formation: New York
Address: 10646 MAIN ST., CLARENCE, NY, United States, 14031
Principal Address: 10646 MAIN ST, CLARENCE, NY, United States, 14031

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
5N2Z6 Active Non-Manufacturer 2009-08-19 2024-03-11 2026-09-03 2022-10-01

Contact Information
POC JEAN O'CONNELL
Phone +1 716-759-8580
Fax +1 716-759-0676
Address 10646 MAIN STREET, CLARENCE, NY, 14031 1713, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2023 270804179 2024-09-19 J. O'CONNELL & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2024-09-19
Name of individual signing JEAN O'CONNELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-19
Name of individual signing JEAN O'CONNELL
Valid signature Filed with authorized/valid electronic signature
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2022 270804179 2023-07-17 J. O'CONNELL & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing JEAN O'CONNELL
Role Employer/plan sponsor
Date 2023-07-17
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2021 270804179 2022-07-07 J. O'CONNELL & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing JEAN O'CONNELL
Role Employer/plan sponsor
Date 2022-07-07
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2020 270804179 2021-07-01 J. O'CONNELL & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2021-07-01
Name of individual signing JEAN O'CONNELL
Role Employer/plan sponsor
Date 2021-07-01
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2019 270804179 2020-07-24 J. O'CONNELL & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2019 270804179 2020-06-10 J. O'CONNELL & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2020-06-10
Name of individual signing JEAN K. O'CONNELL
Role Employer/plan sponsor
Date 2020-06-10
Name of individual signing JEAN K. O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2018 270804179 2019-07-12 J. O'CONNELL & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2017 270804179 2020-07-24 J. O'CONNELL & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2017 270804179 2018-07-30 J. O'CONNELL & ASSOCIATES, INC. 13
Three-digit plan number (PN) 003
Effective date of plan 2002-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing JEAN O'CONNELL
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST 2016 270804179 2020-07-24 J. O'CONNELL & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 7167598580
Plan sponsor’s address 10646 MAIN ST, CLARENCE, NY, 140311713

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing JEAN O'CONNELL

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 10646 MAIN ST., CLARENCE, NY, United States, 14031

Chief Executive Officer

Name Role Address
JEAN K O'CONNELL Chief Executive Officer 10646 MAIN ST, CLARENCE, NY, United States, 14031

History

Start date End date Type Value
2025-01-07 2025-01-07 Address 10646 MAIN ST, CLARENCE, NY, 14031, USA (Type of address: Chief Executive Officer)
2011-08-17 2025-01-07 Address 10646 MAIN ST, CLARENCE, NY, 14031, USA (Type of address: Chief Executive Officer)
2009-08-19 2025-01-07 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2009-08-19 2025-01-07 Address 10646 MAIN ST., CLARENCE, NY, 14031, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250107002159 2025-01-07 BIENNIAL STATEMENT 2025-01-07
190802060945 2019-08-02 BIENNIAL STATEMENT 2019-08-01
170802006732 2017-08-02 BIENNIAL STATEMENT 2017-08-01
150803007021 2015-08-03 BIENNIAL STATEMENT 2015-08-01
130816006172 2013-08-16 BIENNIAL STATEMENT 2013-08-01
110817002998 2011-08-17 BIENNIAL STATEMENT 2011-08-01
090819000544 2009-08-19 CERTIFICATE OF INCORPORATION 2009-08-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5179008602 2021-03-20 0296 PPS 10646 Main St # 104A, Clarence, NY, 14031-1713
Loan Status Date 2021-12-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53185
Loan Approval Amount (current) 53185
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clarence, ERIE, NY, 14031-1713
Project Congressional District NY-23
Number of Employees 6
NAICS code 561499
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 53502.65
Forgiveness Paid Date 2021-11-01
1278067207 2020-04-15 0296 PPP 10646 Main Street, Clarence, NY, 14031
Loan Status Date 2021-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 67500
Loan Approval Amount (current) 67500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clarence, ERIE, NY, 14031-0001
Project Congressional District NY-23
Number of Employees 6
NAICS code 541618
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 68176.85
Forgiveness Paid Date 2021-04-26

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10646 MAIN ST, CLARENCE, NY, United States, 14031

REDWOOD LANDSCAPE, INC.

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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