| Name: | EVOLUTION FINANCIAL ADVISORS, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 13 Jul 2016 (9 years ago) |
| Entity Number: | 4976969 |
| ZIP code: | 14564 |
| County: | Monroe |
| Place of Formation: | New York |
| Address: | 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, United States, 14564 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN | 2023 | 813278765 | 2024-06-10 | EVOLUTION FINANCIAL ADVISORS, INC. | 8 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-06-07 |
| Name of individual signing | VICTORIA BACH |
| Role | Employer/plan sponsor |
| Date | 2024-06-07 |
| Name of individual signing | VICTORIA BACH |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5854339124 |
| Plan sponsor’s address | 580 FISHERS STATION DR, VICTOR, NY, 14564 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5854339124 |
| Plan sponsor’s address | 580 FISHERS STATION DR, VICTOR, NY, 14564 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5854339124 |
| Plan sponsor’s address | 580 FISHERS STATION DR, VICTOR, NY, 14564 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5854339124 |
| Plan sponsor’s address | 580 FISHERS STATION DR, VICTOR, NY, 14564 |
| Name | Role | Address |
|---|---|---|
| VICTORIA BACH | Chief Executive Officer | 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, United States, 14564 |
| Name | Role | Address |
|---|---|---|
| EVOLUTION FINANCIAL ADVISORS, INC. | DOS Process Agent | 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, United States, 14564 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2024-07-02 | 2024-07-02 | Address | 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, 14564, USA (Type of address: Chief Executive Officer) |
| 2018-07-02 | 2024-07-02 | Address | 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, 14564, USA (Type of address: Chief Executive Officer) |
| 2018-02-15 | 2024-07-02 | Address | 580 FISHERS STATION DRIVE, SUITE B, VICTOR, NY, 14564, USA (Type of address: Service of Process) |
| 2016-07-13 | 2024-07-02 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2016-07-13 | 2018-02-15 | Address | 255 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240702001730 | 2024-07-02 | BIENNIAL STATEMENT | 2024-07-02 |
| 220701001513 | 2022-07-01 | BIENNIAL STATEMENT | 2022-07-01 |
| 200702060267 | 2020-07-02 | BIENNIAL STATEMENT | 2020-07-01 |
| 180702007191 | 2018-07-02 | BIENNIAL STATEMENT | 2018-07-01 |
| 180215000263 | 2018-02-15 | CERTIFICATE OF CHANGE | 2018-02-15 |
| 160713000489 | 2016-07-13 | CERTIFICATE OF INCORPORATION | 2016-07-13 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1777967701 | 2020-05-01 | 0219 | PPP | 580 FISHERS STATION DR STE B, VICTOR, NY, 14564 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 24 Mar 2025
Sources: New York Secretary of State
