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FINGER LAKES FINANCIAL SERVICES, INC.

Company Details

Name: FINGER LAKES FINANCIAL SERVICES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 23 Nov 1983 (41 years ago)
Entity Number: 815629
ZIP code: 14564
County: Monroe
Place of Formation: New York
Address: 29 LASALLE PARKWAY, VICTOR, NY, United States, 14564

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 161211052 2024-11-06 FINGER LAKES FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 161211052 2024-04-01 FINGER LAKES FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 161211052 2022-09-09 FINGER LAKES FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 161211052 2021-09-13 FINGER LAKES FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 161211052 2020-10-13 FINGER LAKES FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 161211052 2019-10-28 FINGER LAKES FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 161211052 2019-04-09 FINGER LAKES FINANCIAL SERVICES,INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564

Signature of

Role Plan administrator
Date 2019-04-09
Name of individual signing DAVID GWYNN
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 161211052 2019-06-24 FINGER LAKES FINANCIAL SERVICES,INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 161211052 2018-01-09 FINGER LAKES FINANCIAL SERVICES,INC 3
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564

Signature of

Role Plan administrator
Date 2018-01-09
Name of individual signing DAVID GWYNN
FINGER LAKES FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 161211052 2017-04-13 FINGER LAKES FINANCIAL SERVICES,INC 3
Three-digit plan number (PN) 001
Effective date of plan 1987-07-01
Business code 524210
Sponsor’s telephone number 5855862600
Plan sponsor’s address 29 LASALLE PARKWAY, VICTOR, NY, 14564

Chief Executive Officer

Name Role Address
DAVID F. GWYNN Chief Executive Officer 29 LASALLE PARKWAY, VICTOR, NY, United States, 14564

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 29 LASALLE PARKWAY, VICTOR, NY, United States, 14564

History

Start date End date Type Value
2023-11-02 2023-11-02 Address 29 LASALLE PARKWAY, VICTOR, NY, 14564, USA (Type of address: Chief Executive Officer)
1993-04-28 2023-11-02 Address 29 LASALLE PARKWAY, VICTOR, NY, 14564, USA (Type of address: Chief Executive Officer)
1993-04-28 2023-11-02 Address 29 LASALLE PARKWAY, VICTOR, NY, 14564, USA (Type of address: Service of Process)
1983-11-23 2023-11-02 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1983-11-23 1993-04-28 Address 111 MARSH ROAD, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231102004272 2023-11-02 BIENNIAL STATEMENT 2023-11-01
211119002871 2021-11-19 BIENNIAL STATEMENT 2021-11-19
191107060355 2019-11-07 BIENNIAL STATEMENT 2019-11-01
171101006314 2017-11-01 BIENNIAL STATEMENT 2017-11-01
151120006170 2015-11-20 BIENNIAL STATEMENT 2015-11-01
131107006904 2013-11-07 BIENNIAL STATEMENT 2013-11-01
111207002969 2011-12-07 BIENNIAL STATEMENT 2011-11-01
091123002290 2009-11-23 BIENNIAL STATEMENT 2009-11-01
071116002339 2007-11-16 BIENNIAL STATEMENT 2007-11-01
051229002061 2005-12-29 BIENNIAL STATEMENT 2005-11-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3656317305 2020-04-29 0219 PPP 29 Lasalle Parkway, VICTOR, NY, 14564
Loan Status Date 2021-05-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35800
Loan Approval Amount (current) 35800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50167
Servicing Lender Name Five Star Bank
Servicing Lender Address 55 N Main St, WARSAW, NY, 14569-1325
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Unanswered
Project Address VICTOR, ONTARIO, NY, 14564-0001
Project Congressional District NY-24
Number of Employees 3
NAICS code 522320
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 50167
Originating Lender Name Five Star Bank
Originating Lender Address WARSAW, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 36140.1
Forgiveness Paid Date 2021-04-23
1573667104 2020-04-10 0219 PPP 29 LASALLE PARKWAY, VICTOR, NY, 14564
Loan Status Date 2021-04-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 78700
Loan Approval Amount (current) 78700
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 R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address VICTOR, ONTARIO, NY, 14564-0001
Project Congressional District NY-24
Number of Employees 3
NAICS code 524210
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 Unanswered
Veteran Unanswered
Forgiveness Amount 79403.93
Forgiveness Paid Date 2021-03-16

Date of last update: 17 Mar 2025

Sources: New York Secretary of State