Search icon

PRATT COLLARD ADVISORY PARTNERS, LLC

Company Details

Name: PRATT COLLARD ADVISORY PARTNERS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Sep 2011 (14 years ago)
Entity Number: 4139557
ZIP code: 95833
County: Erie
Place of Formation: New York
Address: 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

Central Index Key

CIK number Mailing Address Business Address Phone
1728318 120 WEST TUPPER STREET, SUITE 205, BUFFALO, NY, 14201 120 WEST TUPPER STREET, SUITE 205, BUFFALO, NY, 14201 716-566-9140

Filings since 2021-07-14

Form type 13F-HR
File number 028-18208
Filing date 2021-07-14
Reporting date 2021-06-30
File View File

Filings since 2021-04-23

Form type 13F-HR
File number 028-18208
Filing date 2021-04-23
Reporting date 2021-03-31
File View File

Filings since 2021-01-28

Form type 13F-HR
File number 028-18208
Filing date 2021-01-28
Reporting date 2020-12-31
File View File

Filings since 2020-10-22

Form type 13F-HR
File number 028-18208
Filing date 2020-10-22
Reporting date 2020-09-30
File View File

Filings since 2020-07-28

Form type 13F-HR
File number 028-18208
Filing date 2020-07-28
Reporting date 2020-06-30
File View File

Filings since 2020-04-16

Form type 13F-HR
File number 028-18208
Filing date 2020-04-16
Reporting date 2020-03-31
File View File

Filings since 2020-01-28

Form type 13F-HR
File number 028-18208
Filing date 2020-01-28
Reporting date 2019-12-31
File View File

Filings since 2019-10-17

Form type 13F-HR
File number 028-18208
Filing date 2019-10-17
Reporting date 2019-09-30
File View File

Filings since 2019-07-16

Form type 13F-HR
File number 028-18208
Filing date 2019-07-16
Reporting date 2019-06-30
File View File

Filings since 2019-04-16

Form type 13F-HR
File number 028-18208
Filing date 2019-04-16
Reporting date 2019-03-31
File View File

Filings since 2019-01-17

Form type 13F-HR
File number 028-18208
Filing date 2019-01-17
Reporting date 2018-12-31
File View File

Filings since 2018-10-19

Form type 13F-HR
File number 028-18208
Filing date 2018-10-19
Reporting date 2018-09-30
File View File

Filings since 2018-07-25

Form type 13F-HR
File number 028-18208
Filing date 2018-07-25
Reporting date 2018-06-30
File View File

Filings since 2018-04-20

Form type 13F-HR
File number 028-18208
Filing date 2018-04-20
Reporting date 2018-03-31
File View File

Filings since 2018-01-23

Form type 13F-HR
File number 028-18208
Filing date 2018-01-23
Reporting date 2017-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2023 453461941 2025-02-27 PRATT COLLARD ADVISORY PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165661161
Plan sponsor’s address 120 WEST TUPPER STREET, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2025-02-27
Name of individual signing COLIN PRATT
Valid signature Filed with authorized/valid electronic signature
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2023 453461941 2024-10-02 PRATT COLLARD ADVISORY PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165661161
Plan sponsor’s address 120 WEST TUPPER STREET, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing COLIN PRATT
Valid signature Filed with authorized/valid electronic signature
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2022 453461941 2023-10-09 PRATT COLLARD ADVISORY PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165669140
Plan sponsor’s address 120 WEST TUPPER STREET, BUFFALO, NY, 14201
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2021 453461941 2022-10-13 PRATT COLLARD ADVISORY PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165669140
Plan sponsor’s address 120 W TUPPER ST, SUITE 205, BUFFALO, NY, 14201
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2020 453461941 2021-10-06 PRATT COLLARD ADVISORY PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165669140
Plan sponsor’s address 120 WEST TUPPER, SUITE 205, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2021-10-06
Name of individual signing MATTHEW COLLARD
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2019 453461941 2020-09-21 PRATT COLLARD ADVISORY PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165669140
Plan sponsor’s address 120 WEST TUPPER STREET, SUITE 205, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2020-09-21
Name of individual signing MATTHEW COLLARD
Role Employer/plan sponsor
Date 2020-09-21
Name of individual signing MATTHEW COLLALRD
PRATT COLLARD ADVISORY PARTNERS, LLC 401(K) PLAN 2018 453461941 2019-07-22 PRATT COLLARD ADVISORY PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165669140
Plan sponsor’s address 120 WEST TUPPER STREET, SUITE 205, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing MATTHEW COLLARD
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing MATTHEW COLLARD
PRATT COLLARD ADVISORY PARTNERS LLC 401(K) PLAN 2017 453461941 2018-11-13 PRATT COLLARD ADVISORY PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165661161
Plan sponsor’s address 120 WEST TUPPER STREET, SUITE 205, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2018-11-13
Name of individual signing MATTHEW COLLARD
PRATT COLLARD ADVISORY PARTNERS LLC 401(K) PLAN 2017 453461941 2018-05-29 PRATT COLLARD ADVISORY PARTNERS LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165661161
Plan sponsor’s address 120 WEST TUPPER STREET, SUITE 205, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2018-05-29
Name of individual signing MATTHEW COLLARD
PRATT COLLARD ADVISORY PARTNERS LLC 401(K) PLAN 2016 453461941 2017-06-07 PRATT COLLARD ADVISORY PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 523900
Sponsor’s telephone number 7165661161
Plan sponsor’s address 111 GENESEE ST, SUITE 403, BUFFALO, NY, 14203

Signature of

Role Plan administrator
Date 2017-06-07
Name of individual signing MATTHEW COLLARD

DOS Process Agent

Name Role Address
PARACORP INCORPORATED DOS Process Agent 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

History

Start date End date Type Value
2011-09-08 2018-11-15 Address 2804 GATEWAY OAKS DR. #200, SACRAMENTO, CA, 95833, 3509, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190904061390 2019-09-04 BIENNIAL STATEMENT 2019-09-01
181115000056 2018-11-15 CERTIFICATE OF CHANGE (BY AGENT) 2018-11-15
150903006842 2015-09-03 BIENNIAL STATEMENT 2015-09-01
130923006110 2013-09-23 BIENNIAL STATEMENT 2013-09-01
120222001172 2012-02-22 CERTIFICATE OF PUBLICATION 2012-02-22
110908000429 2011-09-08 ARTICLES OF ORGANIZATION 2011-09-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3844967102 2020-04-12 0296 PPP 120 West Tupper Street Suite 205, Buffalo, NY, 14201-2158
Loan Status Date 2021-02-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 155000
Loan Approval Amount (current) 155000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46027
Servicing Lender Name Evans Bank, National Association
Servicing Lender Address 8599 Erie Rd, ANGOLA, NY, 14006
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14201-2158
Project Congressional District NY-26
Number of Employees 7
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 46027
Originating Lender Name Evans Bank, National Association
Originating Lender Address ANGOLA, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 156193.29
Forgiveness Paid Date 2021-01-26

Date of last update: 26 Mar 2025

Sources: New York Secretary of State