| Name: | THE FINANCIAL GUYS INSURANCE AGENCY, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 15 Aug 2017 (8 years ago) |
| Entity Number: | 5186854 |
| ZIP code: | 14221 |
| County: | Erie |
| Place of Formation: | New York |
| Address: | 305 SPINDRIFT DR, WILLIAMSVILLE, NY, United States, 14221 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE FINANCIAL GUYS CASH BALANCE PENSION PLAN | 2023 | 822514946 | 2024-10-08 | THE FINANCIAL GUYS INSURANCE AGENCY, LLC | 26 | |||||||||||||
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| THE FINANCIAL GUYS CASH BALANCE PENSION PLAN | 2022 | 822514946 | 2023-07-31 | THE FINANCIAL GUYS INSURANCE AGENCY, LLC | 19 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| THE FINANCIAL GUYS INSURANCE AGENCY, LLC | DOS Process Agent | 305 SPINDRIFT DR, WILLIAMSVILLE, NY, United States, 14221 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2017-08-15 | 2019-08-06 | Address | 6631 MAIN STREET, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 190806061032 | 2019-08-06 | BIENNIAL STATEMENT | 2019-08-01 |
| 171110000560 | 2017-11-10 | CERTIFICATE OF PUBLICATION | 2017-11-10 |
| 170815000616 | 2017-08-15 | ARTICLES OF ORGANIZATION | 2017-08-15 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9222317109 | 2020-04-15 | 0296 | PPP | 305 Spindrift Drive, Williamsville, NY, 14221 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 24 Mar 2025
Sources: New York Secretary of State
