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THE WAGONER FIRM PLLC

Company Details

Name: THE WAGONER FIRM PLLC
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Apr 2014 (11 years ago)
Entity Number: 4558615
ZIP code: 12207
County: Albany
Place of Formation: New York
Address: 150 STATE STREET, SUITE 504, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE WAGONER FIRM, PLLC 401(K) AND PROFIT SHARING PLAN 2023 465374375 2024-08-12 THE WAGONER FIRM PLLC 8
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Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541110
Sponsor’s telephone number 5184000955
Plan sponsor’s address 150 STATE STREET, SUITE 504, ALBANY, NY, 12207
THE WAGONER FIRM, PLLC 401(K) AND PROFIT SHARING PLAN 2022 465374375 2023-10-03 THE WAGONER FIRM PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541110
Sponsor’s telephone number 5184000955
Plan sponsor’s address 150 STATE STREET, SUITE 504, ALBANY, NY, 12207

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 150 STATE STREET, SUITE 504, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2018-01-23 2024-09-06 Address 150 STATE STREET, SUITE 504, ALBANY, NY, 12207, USA (Type of address: Service of Process)
2018-01-22 2018-02-16 Name WAGONER PLLC
2016-04-26 2018-01-22 Name THE WAGONER FIRM PLLC
2014-12-29 2016-04-26 Name WAGONER SELCHICK PLLC
2014-04-08 2014-12-29 Name THE WAGONER FIRM, PLLC
2014-04-08 2018-01-23 Address 677 BROADWAY 8TH FL, ALBANY, NY, 12207, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240906003376 2024-09-06 BIENNIAL STATEMENT 2024-09-06
210308061372 2021-03-08 BIENNIAL STATEMENT 2020-04-01
180216000357 2018-02-16 CERTIFICATE OF AMENDMENT 2018-02-16
180123000666 2018-01-23 CERTIFICATE OF CHANGE 2018-01-23
180122000437 2018-01-22 CERTIFICATE OF AMENDMENT 2018-01-22
160426000505 2016-04-26 CERTIFICATE OF AMENDMENT 2016-04-26
141229000602 2014-12-29 CERTIFICATE OF AMENDMENT 2014-12-29
141009000268 2014-10-09 CERTIFICATE OF PUBLICATION 2014-10-09
140408000699 2014-04-08 ARTICLES OF ORGANIZATION 2014-04-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3805587103 2020-04-12 0248 PPP 150 STATE ST STE 504, ALBANY, NY, 12207-1603
Loan Status Date 2021-06-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 84677
Loan Approval Amount (current) 84677
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address ALBANY, ALBANY, NY, 12207-1603
Project Congressional District NY-20
Number of Employees 6
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 85587.28
Forgiveness Paid Date 2021-05-13
8607618402 2021-02-13 0248 PPS 150 State St Ste 504, Albany, NY, 12207-1646
Loan Status Date 2021-03-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 106142
Loan Approval Amount (current) 106142
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Albany, ALBANY, NY, 12207-1646
Project Congressional District NY-20
Number of Employees 7
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 107459.93
Forgiveness Paid Date 2022-05-12

Date of last update: 25 Mar 2025

Sources: New York Secretary of State