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WALSH, ROBERTS & GRACE, LLP

Company Details

Name: WALSH, ROBERTS & GRACE, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 21 Nov 2017 (7 years ago)
Entity Number: 5238311
ZIP code: 14203
County: Blank
Place of Formation: New York
Address: 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, United States, 14203

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2023 161237410 2024-07-08 WALSH, ROBERTS & GRACE 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2024-07-08
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2024-07-08
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2022 161237410 2023-10-12 WALSH, ROBERTS & GRACE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2023-10-04
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2021 161237410 2022-10-04 WALSH, ROBERTS & GRACE 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2022-10-04
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2022-10-04
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2020 161237410 2021-07-20 WALSH, ROBERTS & GRACE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2021-07-20
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2021-07-20
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2019 161237410 2020-07-13 WALSH, ROBERTS & GRACE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2020-07-13
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2020-07-13
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2018 161237410 2019-07-22 WALSH, ROBERTS & GRACE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2019-07-17
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2019-07-17
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2017 161237410 2018-06-22 WALSH, ROBERTS & GRACE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2018-06-21
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2018-06-21
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2016 161237410 2017-06-12 WALSH, ROBERTS & GRACE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2017-06-12
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2017-06-12
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2015 161237410 2016-05-25 WALSH, ROBERTS & GRACE 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2016-05-24
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2016-05-24
Name of individual signing MARK DELLA POSTA
WALSH, ROBERTS & GRACE PROFIT SHARING PLAN 2014 161237410 2015-05-12 WALSH, ROBERTS & GRACE 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 7168561636
Plan sponsor’s address 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, 142031904

Signature of

Role Plan administrator
Date 2015-05-12
Name of individual signing MARK DELLA POSTA
Role Employer/plan sponsor
Date 2015-05-12
Name of individual signing MARK DELLA POSTA

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 400 RAND BUILDING, 14 LAFAYETTE SQUARE, BUFFALO, NY, United States, 14203

Filings

Filing Number Date Filed Type Effective Date
180516000557 2018-05-16 CERTIFICATE OF PUBLICATION 2018-05-16
171121000041 2017-11-21 NOTICE OF REGISTRATION 2017-11-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2496027307 2020-04-29 0296 PPP 400 Rand Building Suite 1400, Buffalo, NY, 14203
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 139874
Loan Approval Amount (current) 139874
Undisbursed Amount 0
Franchise Name -
Lender Location ID 78723
Servicing Lender Name Northwest Bank
Servicing Lender Address Liberty & Second St, WARREN, PA, 16365
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14203-1000
Project Congressional District NY-26
Number of Employees 7
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 78723
Originating Lender Name Northwest Bank
Originating Lender Address WARREN, PA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 141012.15
Forgiveness Paid Date 2021-03-01
5358708301 2021-01-25 0296 PPS 14 Lafayette Sq Ste 400, Buffalo, NY, 14203-1904
Loan Status Date 2021-07-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 164527.5
Loan Approval Amount (current) 164527.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 78723
Servicing Lender Name Northwest Bank
Servicing Lender Address Liberty & Second St, WARREN, PA, 16365
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14203-1904
Project Congressional District NY-26
Number of Employees 7
NAICS code 541199
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 78723
Originating Lender Name Northwest Bank
Originating Lender Address WARREN, PA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 165190.12
Forgiveness Paid Date 2021-06-23

Date of last update: 07 Mar 2025

Sources: New York Secretary of State