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  5. FAMILY, WEALTH AND LEGACY LLC

FAMILY, WEALTH AND LEGACY LLC

Company Details

Name: FAMILY, WEALTH AND LEGACY LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Feb 2011 (14 years ago)
Entity Number: 4060709
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: C/O MICHAEL W. PALUMBOS, 32 BISHOPS COURT, PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 275285722 2024-07-26 FAMILY WEALTH AND LEGACY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 275285722 2023-07-17 FAMILY WEALTH AND LEGACY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 275285722 2022-06-03 FAMILY WEALTH AND LEGACY LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2022-06-03
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 275285722 2021-07-16 FAMILY WEALTH AND LEGACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 275285722 2020-07-28 FAMILY WEALTH AND LEGACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing MICHAEL PALUMBOS
FAMILY WEALTH LEGACY LLC 401 K PROFIT SHARING PLAN TRUST 2018 275285722 2019-07-25 FAMILY WEALTH AND LEGACY LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5853507273
Plan sponsor’s address 200 MERIDIAN CENTRE STE 150, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing MICHAEL W. PALUMBOS

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent C/O MICHAEL W. PALUMBOS, 32 BISHOPS COURT, PITTSFORD, NY, United States, 14534

Filings

Filing Number Date Filed Type Effective Date
190111060417 2019-01-11 BIENNIAL STATEMENT 2017-02-01
150518000205 2015-05-18 CERTIFICATE OF AMENDMENT 2015-05-18
131107006632 2013-11-07 BIENNIAL STATEMENT 2013-02-01
110502000116 2011-05-02 CERTIFICATE OF PUBLICATION 2011-05-02
110228000449 2011-02-28 ARTICLES OF ORGANIZATION 2011-02-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3602087106 2020-04-11 0219 PPP 32 Bishop Court, PITTSFORD, NY, 14534
Loan Status Date 2021-06-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 48857
Loan Approval Amount (current) 48857
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 PITTSFORD, MONROE, NY, 14534-0001
Project Congressional District NY-25
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 49396.43
Forgiveness Paid Date 2021-06-01

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Related by address

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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