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  5. JAMES J. WINTER INSURANCE AGENCY INC.

JAMES J. WINTER INSURANCE AGENCY INC.

Company Details

Name: JAMES J. WINTER INSURANCE AGENCY INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 03 Jun 2010 (15 years ago)
Entity Number: 3957472
ZIP code: 11716
County: Suffolk
Place of Formation: New York
Address: 3920 VETERANS MEMORIAL HWY., SUITE 12, BOHEMIA, NY, United States, 11716
Principal Address: 3920 VETERANS MEMORIAL HWY, SUITE 12, BOHEMIA, NY, United States, 11716

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
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2023 272805734 2024-07-09 JAMES J. WINTER INSURANCE AGENCY 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 312 LAKE AVE, SAINT JAMES, NY, 117802281

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2022 272805734 2023-07-11 JAMES J. WINTER INSURANCE AGENCY 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 312 LAKE AVE, SAINT JAMES, NY, 117802281

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2021 272805734 2022-09-06 JAMES J. WINTER INSURANCE AGENCY 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 312 LAKE AVE, SAINT JAMES, NY, 117802281

Signature of
Role Plan administrator
Date 2022-09-06
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, 2020 272805734 2021-07-28 JAMES J. WINTER INSURANCE AGENCY 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 3920 VETERANS MEMORIAL HWY STE 12, BOHEMIA, NY, 117161074

Signature of
Role Plan administrator
Date 2021-07-28
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2019 272805734 2020-08-21 JAMES J. WINTER INSURANCE AGENCY 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 3920 VETERANS MEMORIAL HWY STE 12, BOHEMIA, NY, 117161074

Signature of
Role Plan administrator
Date 2020-08-21
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2018 272805734 2019-09-19 JAMES J. WINTER INSURANCE AGENCY 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 3920 VETERANS MEMORIAL HWY STE 12, BOHEMIA, NY, 117161074

Signature of
Role Plan administrator
Date 2019-09-19
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2017 272805734 2018-07-10 JAMES J. WINTER INSURANCE AGENCY 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 3920 VETERANS MEMORIAL HWY STE 12, BOHEMIA, NY, 117161074

Signature of
Role Plan administrator
Date 2018-07-10
Name of individual signing JAMES WINTER
JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2016 272805734 2017-07-25 JAMES J. WINTER INSURANCE AGENCY 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 3400 VETERANS MEMORIAL HWY STE 4, BOHEMIA, NY, 117161069

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing JAMES WINTER
JAMES J WINTER INSURANCE AGENCY 401(K) PLAN 2015 272805734 2016-06-29 JAMES J WINTER INSURANCE AGENCY INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 6319811000
Plan sponsor’s address 3400 VETERANS MEMORIAL HWY STE 4, BOHEMIA, NY, 117161069

Signature of
Role Plan administrator
Date 2016-06-29
Name of individual signing JAMES WINTER

Chief Executive Officer

Name Role Address
JAMES J WINTER Chief Executive Officer 3920 VETERANS MEMORIAL HWY, SUITE 12, BOHEMIA, NY, United States, 11716

DOS Process Agent

Name Role Address
JAMES J. WINTER INSURANCE AGENCY INC. DOS Process Agent 3920 VETERANS MEMORIAL HWY., SUITE 12, BOHEMIA, NY, United States, 11716

History

Start date End date Type Value
2012-06-12 2018-06-04 Address 3400 VETERANS MEMORIAL HWY, BOHEMIA, NY, 11716, USA (Type of address: Chief Executive Officer)
2012-06-12 2018-06-04 Address 3400 VETERANS MEMORIAL HWY, BOHEMIA, NY, 11716, USA (Type of address: Principal Executive Office)
2010-06-03 2018-06-04 Address 3400 VETERANS MEMORIAL HWY., BOHEMIA, NY, 11716, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200602060718 2020-06-02 BIENNIAL STATEMENT 2020-06-01
180604006548 2018-06-04 BIENNIAL STATEMENT 2018-06-01
160608006291 2016-06-08 BIENNIAL STATEMENT 2016-06-01
130719000629 2013-07-19 CERTIFICATE OF AMENDMENT 2013-07-19
120612006347 2012-06-12 BIENNIAL STATEMENT 2012-06-01
100603000611 2010-06-03 CERTIFICATE OF INCORPORATION 2010-06-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2069077110 2020-04-10 0235 PPP 3920 VETERANS MEMORIAL HWY, STE# 12, BOHEMIA, NY, 11716-1074
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 118657
Loan Approval Amount (current) 118657
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 Y
Business Age Description Existing or more than 2 years old
Project Address BOHEMIA, SUFFOLK, NY, 11716-1074
Project Congressional District NY-02
Number of Employees 7
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 15793
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address Bridgeport, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 119833.82
Forgiveness Paid Date 2021-04-22

Related by officers

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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