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MASON WEALTH MANAGEMENT LLC

Company Details

Name: MASON WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Jan 2014 (11 years ago)
Entity Number: 4511244
ZIP code: 14618
County: Monroe
Place of Formation: New York
Address: ATTN: MEMBER, 1880 WINTON ROAD SOUTH, STE. 8, ROCHESTER, NY, United States, 14618

DOS Process Agent

Name Role Address
MASON WEALTH MANAGEMENT LLC DOS Process Agent ATTN: MEMBER, 1880 WINTON ROAD SOUTH, STE. 8, ROCHESTER, NY, United States, 14618

Filings

Filing Number Date Filed Type Effective Date
220211000450 2022-02-11 BIENNIAL STATEMENT 2022-02-11
200103062036 2020-01-03 BIENNIAL STATEMENT 2020-01-01
140314000092 2014-03-14 CERTIFICATE OF PUBLICATION 2014-03-14
140109000836 2014-01-09 ARTICLES OF ORGANIZATION 2014-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2622967701 2020-05-01 0219 PPP 3445 WINTON PL STE 116, ROCHESTER, NY, 14623
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 12752
Loan Approval Amount (current) 12752
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ROCHESTER, MONROE, NY, 14623-1001
Project Congressional District NY-25
Number of Employees 2
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 12896.41
Forgiveness Paid Date 2021-06-22

Date of last update: 26 Mar 2025

Sources: New York Secretary of State