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OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK, P.C.

Company Details

Name: OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK, P.C.
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE CORPORATION
Status: Active
Date of registration: 14 Aug 2014 (11 years ago)
Entity Number: 4621883
ZIP code: 14202
County: Erie
Place of Formation: New York
Address: 891 delaware avenue, BUFFALO, NY, United States, 14202

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OSTEOPATHIC WELLNESS MEDICINE 401(K) PLAN 2023 471608284 2024-07-17 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621111
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14201
OSTEOPATHIC WELLNESS MEDICINE CASH BALANCE PLAN 2022 471608284 2023-05-31 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 621210
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVE., SUITE 120, BUFFALO, NY, 14201
OSTEOPATHIC WELLNESS MEDICINE 401(K) PLAN 2022 471608284 2023-06-16 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621111
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14201
OSTEOPATHIC WELLNESS MEDICINE CASH BALANCE PLAN 2022 471608284 2023-05-31 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 621210
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVE., SUITE 120, BUFFALO, NY, 14201
OSTEOPATHIC WELLNESS MEDICINE 401(K) PLAN 2021 471608284 2022-10-11 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621111
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14201
OSTEOPATHIC WELLNESS MEDICINE CASH BALANCE PLAN 2021 471608284 2022-10-11 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 621210
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVE., SUITE 120, BUFFALO, NY, 14201
OSTEOPATHIC WELLNESS MEDICINE 401(K) PLAN 2020 471608284 2021-10-14 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621111
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVE., SUITE 120, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing LEONARD KAPLAN
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing LEONARD KAPLAN
OSTEOPATHIC WELLNESS MEDICINE 401(K) PLAN 2019 471608284 2020-07-28 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621111
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVE., SUITE 120, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2020-07-27
Name of individual signing LEONARD KAPLAN
Role Employer/plan sponsor
Date 2020-07-27
Name of individual signing LEONARD KAPLAN
OSTEOPATHIC WELLNESS MEDICINE 401(K) PLAN 2018 471608284 2019-07-19 OSTEOPATHIC WELLNESS MEDICINE OF WESTERN NEW YORK P.C. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621111
Sponsor’s telephone number 7166266301
Plan sponsor’s address 235 SOUTH ELMWOOD AVE., SUITE 120, BUFFALO, NY, 14201

Signature of

Role Plan administrator
Date 2019-07-19
Name of individual signing LEONARD KAPLAN
Role Employer/plan sponsor
Date 2019-07-19
Name of individual signing LEONARD KAPLAN

Chief Executive Officer

Name Role Address
DR. LEONARD KAPLAN Chief Executive Officer 891 DELAWARE AVENUE, BUFFALO, NY, United States, 14202

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 891 delaware avenue, BUFFALO, NY, United States, 14202

History

Start date End date Type Value
2025-01-10 2025-01-10 Address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14222, USA (Type of address: Chief Executive Officer)
2025-01-10 2025-01-10 Address 891 DELAWARE AVENUE, BUFFALO, NY, 14202, USA (Type of address: Chief Executive Officer)
2024-12-27 2024-12-27 Address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14222, USA (Type of address: Chief Executive Officer)
2024-12-27 2025-01-10 Address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14222, USA (Type of address: Chief Executive Officer)
2024-12-27 2025-01-10 Address 891 DELAWARE AVENUE, BUFFALO, NY, 14202, USA (Type of address: Chief Executive Officer)
2024-12-27 2025-01-10 Address 891 delaware avenue, BUFFALO, NY, 14202, USA (Type of address: Service of Process)
2024-12-27 2024-12-27 Address 891 DELAWARE AVENUE, BUFFALO, NY, 14202, USA (Type of address: Chief Executive Officer)
2024-12-26 2025-01-09 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-12-20 2024-12-27 Address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14222, USA (Type of address: Chief Executive Officer)
2024-12-20 2024-12-20 Address 235 SOUTH ELMWOOD AVENUE, SUITE 120, BUFFALO, NY, 14222, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
250110000200 2025-01-09 AMENDMENT TO BIENNIAL STATEMENT 2025-01-09
241227000926 2024-12-26 CERTIFICATE OF CHANGE BY ENTITY 2024-12-26
241220000422 2024-12-18 AMENDMENT TO BIENNIAL STATEMENT 2024-12-18
241009002800 2024-10-09 BIENNIAL STATEMENT 2024-10-09
220622001333 2022-06-22 BIENNIAL STATEMENT 2020-08-01
140814000528 2014-08-14 CERTIFICATE OF INCORPORATION 2014-08-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8217887106 2020-04-15 0296 PPP 235 S Elmwood Ave 235, Buffalo, NY, 14201
Loan Status Date 2021-06-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 104500
Loan Approval Amount (current) 104500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14201-0001
Project Congressional District NY-26
Number of Employees 11
NAICS code 621111
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Male Owned
Veteran Veteran
Forgiveness Amount 105550.73
Forgiveness Paid Date 2021-05-03

Date of last update: 25 Mar 2025

Sources: New York Secretary of State