Search icon

C3 ADVISORY, LLC

Company Details

Name: C3 ADVISORY, LLC
Jurisdiction: New York
Legal type: FOREIGN PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Dec 2019 (5 years ago)
Entity Number: 5671272
ZIP code: 14580
County: Monroe
Place of Formation: Nevada
Address: 1325 KLEM ROAD, WEBSTER, NY, United States, 14580

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C3 ADVISORY, LLC RETIREMENT PLAN 2022 833155781 2023-07-17 C3 ADVISORY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14834
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2022 833155781 2023-05-15 C3 ADVISORY, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address

Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of

Role Plan administrator
Date 2023-05-15
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2023-05-15
Name of individual signing JENNIFER DAVIE
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2022 833155781 2023-04-25 C3 ADVISORY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address

Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of

Role Plan administrator
Date 2023-04-17
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2023-04-17
Name of individual signing JENNIFER DAVIE
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2021 833155781 2022-10-12 C3 ADVISORY, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address

Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES, INC. MULTIPLE EMPLOYER PLAN 2020 833155781 2021-06-07 C3 ADVISORY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLY TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address

Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of

Role Plan administrator
Date 2021-06-03
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2021-06-03
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES, INC. MULTIPLE EMPLOYER PLAN 2019 833155781 2020-11-16 C3 ADVISORY, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLY TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address

Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of

Role Plan administrator
Date 2020-11-16
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2020-11-16
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES, INC. MULTIPLE EMPLOYER PLAN 2019 833155781 2020-09-21 C3 ADVISORY, LLC 0
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLY TRAIL, SUITE 12, PITTSFORD, NY, 14607

Signature of

Role Plan administrator
Date 2020-09-18
Name of individual signing GARRETT WAGNER
Role Employer/plan sponsor
Date 2020-09-18
Name of individual signing GARRETT WAGNER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1325 KLEM ROAD, WEBSTER, NY, United States, 14580

Filings

Filing Number Date Filed Type Effective Date
191213000202 2019-12-13 APPLICATION OF AUTHORITY 2019-12-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3951078304 2021-01-22 0219 PPS 121 Sullys Trl Ste 12, Pittsford, NY, 14534-4570
Loan Status Date 2021-11-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 106300
Loan Approval Amount (current) 106300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Pittsford, MONROE, NY, 14534-4570
Project Congressional District NY-25
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 107085.44
Forgiveness Paid Date 2021-10-29
9357757000 2020-04-09 0219 PPP 121 Sully's Trail Suite 12, PITTSFORD, NY, 14534
Loan Status Date 2021-07-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 106300
Loan Approval Amount (current) 106300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47007
Servicing Lender Name The Canandaigua National Bank and Trust Company
Servicing Lender Address 72 S Main St, CANANDAIGUA, NY, 14424-1905
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address PITTSFORD, MONROE, NY, 14534-0001
Project Congressional District NY-25
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 47007
Originating Lender Name The Canandaigua National Bank and Trust Company
Originating Lender Address CANANDAIGUA, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 107569.69
Forgiveness Paid Date 2021-06-28

Date of last update: 23 Mar 2025

Sources: New York Secretary of State