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  5. THE WHARTON ASSOCIATES, INC.

THE WHARTON ASSOCIATES, INC.

Company Details

Name: THE WHARTON ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 08 Feb 1985 (40 years ago)
Entity Number: 972805
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 10 GROVE STREET, PITTSFORD, NY, United States, 14534
Principal Address: 10 Grove St, Pittsford, NY, United States, 14534

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
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2023 161243409 2024-06-03 THE WHARTON ASSOCIATES, INC.. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 10 GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2024-06-03
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2022 161243409 2023-07-21 THE WHARTON ASSOCIATES, INC.. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 10 GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2021 161243409 2022-05-27 THE WHARTON ASSOCIATES, INC.. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 10 GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2022-05-27
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2020 161243409 2021-04-22 THE WHARTON ASSOCIATES, INC.. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2021-04-22
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2019 161243409 2020-09-14 THE WHARTON ASSOCIATES, INC.. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2020-09-14
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2018 161243409 2019-10-08 THE WHARTON ASSOCIATES, INC.. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2019-10-08
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2017 161243409 2018-07-18 THE WHARTON ASSOCIATES, INC.. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2016 161243409 2017-09-05 THE WHARTON ASSOCIATES, INC.. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2017-09-05
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2015 161243409 2016-06-27 THE WHARTON ASSOCIATES, INC.. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2016-06-27
Name of individual signing THOMAS SCHNORR
THE WHARTON ASSOCIATES, INC. 401(K) PLAN 2014 161243409 2015-07-21 THE WHARTON ASSOCIATES, INC.. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 531210
Sponsor’s telephone number 5852480250
Plan sponsor’s address 40A GROVE STREET, PITTSFORD, NY, 145341317

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing THOMAS SCHNORR

DOS Process Agent

Name Role Address
THE WHARTON ASSOCIATES, INC. DOS Process Agent 10 GROVE STREET, PITTSFORD, NY, United States, 14534

Chief Executive Officer

Name Role Address
THOMAS E SCHNORR Chief Executive Officer 10 GROVE ST, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2023-08-03 2023-08-03 Address 10 GROVE ST, PITTSFORD, NY, 14534, USA (Type of address: Chief Executive Officer)
2023-08-03 2023-08-03 Address 95 ALLENS CREEK ROAD, SUITE 201, ROCHESTER, NY, 14618, USA (Type of address: Chief Executive Officer)
2019-10-01 2023-08-03 Address 10 GROVE STREET, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2013-04-16 2019-10-01 Address 40A GROVE STREET, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2011-03-04 2013-04-16 Address 95 ALLENS CREEK ROAD, SUTIE 201, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)
2011-03-04 2023-08-03 Address 95 ALLENS CREEK ROAD, SUITE 201, ROCHESTER, NY, 14618, USA (Type of address: Chief Executive Officer)
1995-02-28 2011-03-04 Address 95 ALLENS CREEK ROAD, SUITE 201, ROCHESTER, NY, 14618, USA (Type of address: Principal Executive Office)
1995-02-28 2011-03-04 Address 95 ALLENS CREEK ROAD, SUTIE 201, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)
1995-02-28 2011-03-04 Address 95 ALLENS CREEK ROAD, SUITE 201, ROCHESTER, NY, 14618, USA (Type of address: Chief Executive Officer)
1988-06-21 1995-02-28 Address 2 CAMBRIDGE PLACE, 1850 WINTON ROAD SOUTH, ROCHESTER, NY, 14618, 3992, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230803001385 2023-08-03 BIENNIAL STATEMENT 2023-02-01
191001000823 2019-10-01 CERTIFICATE OF CHANGE 2019-10-01
130416001021 2013-04-16 CERTIFICATE OF CHANGE 2013-04-16
110304003057 2011-03-04 BIENNIAL STATEMENT 2011-02-01
090204003259 2009-02-04 BIENNIAL STATEMENT 2009-02-01
070228002079 2007-02-28 BIENNIAL STATEMENT 2007-02-01
050315002148 2005-03-15 BIENNIAL STATEMENT 2005-02-01
030210002583 2003-02-10 BIENNIAL STATEMENT 2003-02-01
010221002183 2001-02-21 BIENNIAL STATEMENT 2001-02-01
990218002406 1999-02-18 BIENNIAL STATEMENT 1999-02-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8804537209 2020-04-28 0219 PPP 10 Grove St, Rochester, NY, 14534-1389
Loan Status Date 2021-05-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 140671
Loan Approval Amount (current) 140671
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120761
Servicing Lender Name ESL FCU
Servicing Lender Address 225 Chestnut St, ROCHESTER, NY, 14604-2426
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14534-1389
Project Congressional District NY-25
Number of Employees 17
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 120761
Originating Lender Name ESL FCU
Originating Lender Address ROCHESTER, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 142015.19
Forgiveness Paid Date 2021-04-19

Related by officers

No related officers

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10 GROVE STREET, PITTSFORD, NY, United States, 14534

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Date of last update: 17 Mar 2025

Sources: New York Secretary of State

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