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J ADAMS & ASSOCIATES, PLLC

Company Details

Name: J ADAMS & ASSOCIATES, PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Oct 2009 (15 years ago)
Entity Number: 3870864
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: CENTERPOINTE CORPORATE PARK, 500 ESSJAY RD STE 260, WILLIAMSVILLE, NY, United States, 14221

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2023 800497868 2024-04-18 J. ADAMS & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 400 ESSJAY ROAD, SUITE 350, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2024-04-18
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2024-04-18
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2022 800497868 2023-06-05 J. ADAMS & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 400 ESSJAY ROAD, SUITE 350, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2023-06-02
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2023-06-02
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2021 800497868 2022-06-08 J. ADAMS & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 400 ESSJAY ROAD, SUITE 350, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2022-06-08
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2022-06-08
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2020 800497868 2021-06-24 J. ADAMS & ASSOCIATES PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2021-06-24
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2021-06-24
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2019 800497868 2020-06-18 J. ADAMS & ASSOCIATES PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2020-06-17
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2020-06-17
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2018 800497868 2019-06-17 J. ADAMS & ASSOCIATES PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2019-06-17
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2017 800497868 2018-04-19 J. ADAMS & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2018-04-19
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2018-04-19
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2016 800497868 2017-06-20 J. ADAMS & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2017-06-20
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2017-06-20
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2015 800497868 2016-06-16 J. ADAMS & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2016-06-16
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2016-06-16
Name of individual signing JOAN ADAMS
J. ADAMS & ASSOCIATES PLLC 401(K) PLAN 2014 800497868 2015-07-28 J. ADAMS & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 7165688200
Plan sponsor’s address 500 ESSJAY ROAD, SUITE 260, WILLIAMSVILLE, NY, 14221

Signature of

Role Plan administrator
Date 2015-07-28
Name of individual signing JOAN ADAMS
Role Employer/plan sponsor
Date 2015-07-28
Name of individual signing JOAN ADAMS

DOS Process Agent

Name Role Address
JOAN ADAMS, ESQ. DOS Process Agent CENTERPOINTE CORPORATE PARK, 500 ESSJAY RD STE 260, WILLIAMSVILLE, NY, United States, 14221

Filings

Filing Number Date Filed Type Effective Date
131018002085 2013-10-18 BIENNIAL STATEMENT 2013-10-01
111019002538 2011-10-19 BIENNIAL STATEMENT 2011-10-01
100211000357 2010-02-11 CERTIFICATE OF PUBLICATION 2010-02-11
091023000465 2009-10-23 ARTICLES OF ORGANIZATION 2009-10-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8028147108 2020-04-15 0296 PPP 500 Essjay Road Suite 260, Williamsville, NY, 14221
Loan Status Date 2021-02-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 66775
Loan Approval Amount (current) 66775
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 Williamsville, ERIE, NY, 14221-1000
Project Congressional District NY-26
Number of Employees 4
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 67267.12
Forgiveness Paid Date 2021-01-19

Date of last update: 27 Mar 2025

Sources: New York Secretary of State