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  5. HELEN & GERTRUDE, INC.

HELEN & GERTRUDE, INC.

Headquarter

Company Details

Name: HELEN & GERTRUDE, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 13 Dec 2016 (8 years ago)
Entity Number: 5051731
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 1080 PITTSFORD VICTOR ROAD, SUITE 200, PITTSFORD, NY, United States, 14534
Principal Address: 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, United States, 14609

Shares Details

Shares issued 100000

Share Par Value 0.001

Type PAR VALUE

Links between entities

Type Company Name Company Number State
Headquarter of HELEN & GERTRUDE, INC., COLORADO 20218175758 COLORADO
Headquarter of HELEN & GERTRUDE, INC., ILLINOIS CORP_72549597 ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
JVRAZ1SDLMH6 2025-01-11 127 RAILROAD ST, STE 210, ROCHESTER, NY, 14609, 6021, USA 127 RAILROAD ST STE 210, ROCHESTER, NY, 14609, 6021, USA

Business Information
Doing Business As HELEN & GERTRUDE INC
URL hg.agency
Congressional District 25
State/Country of Incorporation NY, USA
Activation Date 2024-01-16
Initial Registration Date 2019-01-10
Entity Start Date 2016-12-13
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541810
Product and Service Codes R701

Points of Contacts
Electronic Business
Title PRIMARY POC
Name REBECCA POST
Role CEO
Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA
Title ALTERNATE POC
Name LEIRE BASCARAN
Role HEAD OF CLIENT SERVICES
Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA
Government Business
Title PRIMARY POC
Name LEIRE BASCARAN
Role CHIEF OF STRATEGY
Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA
Title ALTERNATE POC
Name REBECCA POST
Role CEO
Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN 2023 814761091 2024-06-20 HELEN & GERTRUDE, INC. 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 5857272945
Plan sponsor’s address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609

Signature of
Role Plan administrator
Date 2024-06-20
Name of individual signing SHIRLEY HORNER
HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN 2022 814761091 2023-07-07 HELEN & GERTRUDE, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 5857272945
Plan sponsor’s address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609

Signature of
Role Plan administrator
Date 2023-07-07
Name of individual signing NICK RICE
HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN 2021 814761091 2022-07-14 HELEN & GERTRUDE, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 5857272945
Plan sponsor’s address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing SHIRLEY HORNER
HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN 2020 814761091 2021-07-15 HELEN & GERTRUDE, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 5857272945
Plan sponsor’s address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609

Signature of
Role Plan administrator
Date 2021-07-15
Name of individual signing SHIRLEY HORNER
HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN 2019 814761091 2020-08-04 HELEN & GERTRUDE, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 5857272945
Plan sponsor’s address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609

Signature of
Role Plan administrator
Date 2020-08-04
Name of individual signing HOWARD REITZ
HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN 2018 814761091 2019-10-15 HELEN & GERTRUDE INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 6077603926
Plan sponsor’s address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609

Agent

Name Role Address
UNITED STATES CORPORATION AGENTS, INC. Agent 7014 13TH AVENUE SUITE 202, BROOKLYN, NY, 11228

DOS Process Agent

Name Role Address
MORGENSTERN DEVOESICK PLLC DOS Process Agent 1080 PITTSFORD VICTOR ROAD, SUITE 200, PITTSFORD, NY, United States, 14534

Chief Executive Officer

Name Role Address
REBECCA POST Chief Executive Officer 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, United States, 14609

History

Start date End date Type Value
2025-01-29 2025-01-29 Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA (Type of address: Chief Executive Officer)
2024-09-03 2025-01-29 Shares Share type: PAR VALUE, Number of shares: 100000, Par value: 0.001
2024-09-03 2025-01-29 Address 1080 PITTSFORD VICTOR ROAD, SUITE 200, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2024-09-03 2025-01-29 Address 7014 13TH AVENUE SUITE 202, BROOKLYN, NY, 11228, USA (Type of address: Registered Agent)
2024-09-03 2024-09-03 Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA (Type of address: Chief Executive Officer)
2024-09-03 2025-01-29 Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA (Type of address: Chief Executive Officer)
2021-01-13 2024-09-03 Address 1080 PITTSFORD VICTOR ROAD, SUITE 200, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2019-04-03 2024-09-03 Address 127 RAILROAD STREET, SUITE 210, ROCHESTER, NY, 14609, USA (Type of address: Chief Executive Officer)
2019-04-03 2021-01-13 Address 1080 PITTSFORD VICTOR ROAD, SUITE 200, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2016-12-13 2019-04-03 Address 7014 13TH AVENUE SUITE 202, BROOKLYN, NY, 11228, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250129001867 2025-01-29 BIENNIAL STATEMENT 2025-01-29
240903005920 2024-09-03 BIENNIAL STATEMENT 2024-09-03
210113060173 2021-01-13 BIENNIAL STATEMENT 2020-12-01
190403060539 2019-04-03 BIENNIAL STATEMENT 2018-12-01
161213000105 2016-12-13 CERTIFICATE OF INCORPORATION 2016-12-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4259737303 2020-04-29 0219 PPP 127 Railroad St. Suite 210, ROCHESTER, NY, 14620
Loan Status Date 2020-12-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 392300
Loan Approval Amount (current) 392300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 112131
Servicing Lender Name Genesee Regional Bank
Servicing Lender Address 1850 S Winton Rd, ROCHESTER, NY, 14618-3923
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address ROCHESTER, MONROE, NY, 14620-1000
Project Congressional District NY-25
Number of Employees 26
NAICS code 541810
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 112131
Originating Lender Name Genesee Regional Bank
Originating Lender Address ROCHESTER, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 394424.96
Forgiveness Paid Date 2020-11-24
3247188309 2021-01-21 0219 PPS 127 Railroad St, Rochester, NY, 14609-6021
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 392300
Loan Approval Amount (current) 392300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 112131
Servicing Lender Name Genesee Regional Bank
Servicing Lender Address 1850 S Winton Rd, ROCHESTER, NY, 14618-3923
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14609-6021
Project Congressional District NY-25
Number of Employees 26
NAICS code 541810
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 112131
Originating Lender Name Genesee Regional Bank
Originating Lender Address ROCHESTER, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 395460.19
Forgiveness Paid Date 2021-11-16

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2360508 HELEN & GERTRUDE, INC. HELEN & GERTRUDE INC JVRAZ1SDLMH6 127 RAILROAD ST, STE 210, ROCHESTER, NY, 14609-6021
Capabilities Statement Link -
Phone Number 585-310-8026
Fax Number -
E-mail Address becca@hg.agency
WWW Page hg.agency
E-Commerce Website -
Contact Person REBECCA POST
County Code (3 digit) 055
Congressional District 25
Metropolitan Statistical Area 6840
CAGE Code 88G12
Year Established 2016
Accepts Government Credit Card No
Legal Structure Corporation
Ownership and Self-Certifications Women-Owned Small Business, Woman Owned
Business Development Servicing Office BUFFALO DISTRICT OFFICE (SBA office code 0296)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified Yes
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541810
NAICS Code's Description Advertising Agencies
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

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MORGENSTERN DEVOESICK PLLC

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Related by address

1080 PITTSFORD VICTOR ROAD, SUITE 200, PITTSFORD, NY, United States, 14534

15 PENN LLC 19 CAMBRIDGE LLC 23 ARLINGTON LLC 4375 GATES PARK COTTAGE LLC 441 EAST LLC 692-698 PARK LLC 707 PVR LLC 769 EASTMAIN LLC BRIGHTON BRANCH LLC CAKIR HOLDINGS, LLC

Date of last update: 24 Mar 2025

Sources: New York Secretary of State

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