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SCHWERZMANN & WISE, P.C.

Company Details

Name: SCHWERZMANN & WISE, P.C.
Jurisdiction: New York
Legal type: DOMESTIC PROFESSIONAL SERVICE CORPORATION
Status: Active
Date of registration: 03 Dec 1985 (39 years ago)
Entity Number: 1007497
ZIP code: 13601
County: Jefferson
Place of Formation: New York
Address: 220 STERLING STREET, P.O. BOX 704, WATERTOWN, NY, United States, 13601
Principal Address: 137 MAIN AVE, PO BOX 704, WATERTOWN, NY, United States, 13601

Shares Details

Shares issued 20000

Share Par Value 1

Type PAR VALUE

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
NL1HW1KBX3M7 2022-01-13 220 STERLING ST, WATERTOWN, NY, 13601, 3313, USA PO BOX 704, WATERTOWN, NY, 13601, 3333, USA

Business Information

Congressional District 21
State/Country of Incorporation NY, USA
Activation Date 2021-01-15
Initial Registration Date 2005-03-17
Entity Start Date 1985-12-03
Fiscal Year End Close Date Dec 31

Service Classifications

NAICS Codes 541110, 541191, 541199

Points of Contacts

Electronic Business
Title PRIMARY POC
Name KEITH B. CAUGHLIN
Role PARTNER
Address 220 STERLING STREET, PO BOX 704, WATERTOWN, NY, 13601, 0704, USA
Title ALTERNATE POC
Name CATHERINE BURNS QUENCER
Address 215 WASHINGTON STREET, PO BOX 704, WATERTOWN, NY, 13601, 0704, USA
Government Business
Title PRIMARY POC
Name STEVEN C. HAAS
Role PARTNER
Address 220 STERLING STREET, PO BOX 704, WATERTOWN, NY, 13601, 0704, USA
Title ALTERNATE POC
Name CATHERINE BURNS QUENCER
Address 215 WASHINGTON STREET, PO BOX 704, WATERTOWN, NY, 13601, 0704, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHWERZMANN & WISE, P.C. 401(K) PS PLAN 2023 161261223 2024-08-28 SCHWERZMANN & WISE, P.C. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 3157886700
Plan sponsor’s address 220 STERLING STREET, PO BOX 704, WATERTOWN, NY, 13601

Signature of

Role Plan administrator
Date 2024-08-28
Name of individual signing KEITH B. CAUGHLIN
Role Employer/plan sponsor
Date 2024-08-28
Name of individual signing KEITH B. CAUGHLIN
SCHWERZMANN & WISE, P.C. 401(K) PS PLAN 2022 161261223 2023-09-28 SCHWERZMANN & WISE, P.C. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 3157886700
Plan sponsor’s address 220 STERLING STREET, PO BOX 704, WATERTOWN, NY, 13601

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing KEITH B. CAUGHLIN
Role Employer/plan sponsor
Date 2023-09-28
Name of individual signing KEITH B. CAUGHLIN
SCHWERZMANN & WISE, P.C. 401(K) PS PLAN 2021 161261223 2022-08-16 SCHWERZMANN & WISE, P.C. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 3157886700
Plan sponsor’s address 220 STERLING STREET, PO BOX 704, WATERTOWN, NY, 13601

Signature of

Role Plan administrator
Date 2022-08-16
Name of individual signing KEITH B. CAUGHLIN
SCHWERZMANN & WISE, P.C. 401(K) PS PLAN 2020 161261223 2021-07-28 SCHWERZMANN & WISE, P.C. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 3157886700
Plan sponsor’s address 220 STERLING STREET, PO BOX 704, WATERTOWN, NY, 13601

Signature of

Role Plan administrator
Date 2021-07-28
Name of individual signing KEITH B. CAUGHLIN
Role Employer/plan sponsor
Date 2021-07-28
Name of individual signing KEITH B. CAUGHLIN

Chief Executive Officer

Name Role Address
KEITH B. CAUGHLIN, PRESIDENT Chief Executive Officer 137 MAIN AVE, PO BOX 704, WATERTOWN, NY, United States, 13601

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 220 STERLING STREET, P.O. BOX 704, WATERTOWN, NY, United States, 13601

History

Start date End date Type Value
2013-12-30 2019-02-05 Address 137 MAIN AVE, PO BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Service of Process)
2009-12-07 2013-12-30 Address 215 WASHINGTON ST, POBOX 704, WATERTOWN, NY, 13601, USA (Type of address: Chief Executive Officer)
2000-01-12 2009-12-07 Address 215 WASHINGTON ST, POBOX 704, WATERTOWN, NY, 13601, USA (Type of address: Chief Executive Officer)
1997-12-12 2013-12-30 Address 215 WASHINGTON ST, PO BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Principal Executive Office)
1997-12-12 2000-01-12 Address 215 WASHINGTON ST, PO BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Chief Executive Officer)
1997-12-12 2013-12-30 Address 215 WASHINGTON ST, PO BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Service of Process)
1993-12-14 1997-12-12 Address 402 KEY BANK BUILDING, PO BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Service of Process)
1992-12-18 1997-12-12 Address 200 WASHINGTON STREET, 402 KEY BANK BUILDING BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Principal Executive Office)
1992-12-18 1997-12-12 Address 402 KEY BANK BUILDING, P. O. BOX 704, WATERTOWN, NY, 13601, USA (Type of address: Chief Executive Officer)
1985-12-03 1993-12-14 Address 402 KEY BANK BLDG, POB 704, WATERTOWN, NY, 13601, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190205000204 2019-02-05 CERTIFICATE OF CHANGE 2019-02-05
171204006597 2017-12-04 BIENNIAL STATEMENT 2017-12-01
151215006020 2015-12-15 BIENNIAL STATEMENT 2015-12-01
131230002248 2013-12-30 BIENNIAL STATEMENT 2013-12-01
111129002363 2011-11-29 BIENNIAL STATEMENT 2011-12-01
091207002716 2009-12-07 BIENNIAL STATEMENT 2009-12-01
071205002694 2007-12-05 BIENNIAL STATEMENT 2007-12-01
060124002872 2006-01-24 BIENNIAL STATEMENT 2005-12-01
031126002675 2003-11-26 BIENNIAL STATEMENT 2003-12-01
011203002545 2001-12-03 BIENNIAL STATEMENT 2001-12-01

Date of last update: 15 Nov 2024

Sources: New York Secretary of State