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  5. CALOGERO & ASSOCIATES, LLC

CALOGERO & ASSOCIATES, LLC

Company Details

Name: CALOGERO & ASSOCIATES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 10 Jan 2013 (12 years ago)
Entity Number: 4344053
ZIP code: 13413
County: Oneida
Place of Formation: New York
Address: 4350 MIDDLE SETTLEMENT ROAD, STE C, NEW HARTFORD, NY, United States, 13413

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CALOGERO & ASSOCIATES 401(K) PLAN 2023 461789978 2024-10-04 CALOGERO & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2024-10-04
Name of individual signing JOHN C. CALOGERO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-04
Name of individual signing JOHN C. CALOGERO
Valid signature Filed with authorized/valid electronic signature
CALOGERO & ASSOCIATES 401(K) PLAN 2022 461789978 2023-08-24 CALOGERO & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2023-08-24
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2021 461789978 2022-09-28 CALOGERO & ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2022-09-28
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2022-09-28
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2020 461789978 2021-07-29 CALOGERO & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2021-07-29
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2019 461789978 2020-07-12 CALOGERO & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2020-07-12
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2018 461789978 2019-07-12 CALOGERO & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2017 461789978 2018-07-16 CALOGERO & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2018-07-16
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2016 461789978 2017-04-25 CALOGERO & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2017-04-25
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2015 461789978 2016-07-01 CALOGERO & ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2016-07-01
Name of individual signing JOHN C. CALOGERO
Role Employer/plan sponsor
Date 2016-07-01
Name of individual signing JOHN C. CALOGERO
CALOGERO & ASSOCIATES 401(K) PLAN 2014 461789978 2015-07-29 CALOGERO & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 3157242185
Plan sponsor’s address 4350 MIDDLE SETTLEMENT ROAD, STE. C, NEW HARTFORD, NY, 13413

Signature of
Role Plan administrator
Date 2015-07-29
Name of individual signing JOHN C. CALOGERO

DOS Process Agent

Name Role Address
CALOGERO & ASSOCIATES, LLC DOS Process Agent 4350 MIDDLE SETTLEMENT ROAD, STE C, NEW HARTFORD, NY, United States, 13413

History

Start date End date Type Value
2013-01-10 2017-01-10 Address 4350 MIDDLE SETTLEMENT ROAD, SUITE 3, NEW HARTFORD, NY, 13413, 5328, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210107061526 2021-01-07 BIENNIAL STATEMENT 2021-01-01
190115060857 2019-01-15 BIENNIAL STATEMENT 2019-01-01
170110006820 2017-01-10 BIENNIAL STATEMENT 2017-01-01
150113007582 2015-01-13 BIENNIAL STATEMENT 2015-01-01
130403000760 2013-04-03 CERTIFICATE OF PUBLICATION 2013-04-03
130110000623 2013-01-10 ARTICLES OF ORGANIZATION 2013-01-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4514567102 2020-04-13 0248 PPP 4350 MIDDLE SETTLEMENT RD, NEW HARTFORD, NY, 13413-5316
Loan Status Date 2021-05-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 74807
Loan Approval Amount (current) 74807
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120225
Servicing Lender Name Adirondack Bank
Servicing Lender Address 185 Genesee St, UTICA, NY, 13501-2102
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEW HARTFORD, ONEIDA, NY, 13413-5316
Project Congressional District NY-22
Number of Employees 5
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120225
Originating Lender Name Adirondack Bank
Originating Lender Address UTICA, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 75548.92
Forgiveness Paid Date 2021-04-22

Related by officers

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Related by address

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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