Name: | STRATEGIC FINANCIAL SERVICES, INC. |
Jurisdiction: | New York |
Legal type: | DOMESTIC BUSINESS CORPORATION |
Status: | Active |
Date of registration: | 20 Oct 1988 (36 years ago) |
Entity Number: | 1300105 |
County: | Oneida |
Place of Formation: | New York |
Address: | 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502 |
Address ZIP Code: | 13502 |
Shares Details
Shares issued 23000
Share Par Value 1
Type PAR VALUE
CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1432539 | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502 | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502 | 3157241776 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Form type | N-PX |
File number | 028-13318 |
Filing date | 2024-08-27 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-08-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2024-08-12 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-05-07
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2024-05-07 |
Reporting date | 2024-03-31 |
File | View File |
Filings since 2024-02-08
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2024-02-08 |
Reporting date | 2023-12-31 |
File | View File |
Filings since 2023-11-06
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2023-11-06 |
Reporting date | 2023-09-30 |
File | View File |
Filings since 2023-08-10
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2023-08-10 |
Reporting date | 2023-06-30 |
File | View File |
Filings since 2023-05-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2023-05-12 |
Reporting date | 2023-03-31 |
File | View File |
Filings since 2023-02-13
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2023-02-13 |
Reporting date | 2022-12-31 |
File | View File |
Filings since 2022-11-09
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2022-11-09 |
Reporting date | 2022-09-30 |
File | View File |
Filings since 2022-08-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2022-08-12 |
Reporting date | 2022-06-30 |
File | View File |
Filings since 2022-04-26
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2022-04-26 |
Reporting date | 2022-03-31 |
File | View File |
Filings since 2022-02-15
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2022-02-15 |
Reporting date | 2021-12-31 |
File | View File |
Filings since 2021-11-15
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2021-11-15 |
Reporting date | 2021-09-30 |
File | View File |
Filings since 2021-08-16
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2021-08-16 |
Reporting date | 2021-06-30 |
File | View File |
Filings since 2021-05-06
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2021-05-06 |
Reporting date | 2021-03-31 |
File | View File |
Filings since 2021-02-08
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2021-02-08 |
Reporting date | 2020-12-31 |
File | View File |
Filings since 2020-11-16
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2020-11-16 |
Reporting date | 2020-09-30 |
File | View File |
Filings since 2020-08-11
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2020-08-11 |
Reporting date | 2020-06-30 |
File | View File |
Filings since 2020-05-08
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2020-05-08 |
Reporting date | 2020-03-31 |
File | View File |
Filings since 2020-02-13
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2020-02-13 |
Reporting date | 2019-12-31 |
File | View File |
Filings since 2019-11-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2019-11-14 |
Reporting date | 2019-09-30 |
File | View File |
Filings since 2019-08-13
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2019-08-13 |
Reporting date | 2019-06-30 |
File | View File |
Filings since 2019-04-23
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2019-04-23 |
Reporting date | 2019-03-31 |
File | View File |
Filings since 2019-02-11
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2019-02-11 |
Reporting date | 2018-12-31 |
File | View File |
Filings since 2018-10-25
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2018-10-25 |
Reporting date | 2018-09-30 |
File | View File |
Filings since 2018-08-06
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2018-08-06 |
Reporting date | 2018-06-30 |
File | View File |
Filings since 2018-05-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2018-05-14 |
Reporting date | 2018-03-31 |
File | View File |
Filings since 2018-02-05
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2018-02-05 |
Reporting date | 2017-12-31 |
File | View File |
Filings since 2017-11-06
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2017-11-06 |
Reporting date | 2017-09-30 |
File | View File |
Filings since 2017-08-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2017-08-14 |
Reporting date | 2017-06-30 |
File | View File |
Filings since 2017-05-11
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2017-05-11 |
Reporting date | 2017-03-31 |
File | View File |
Filings since 2017-02-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2017-02-14 |
Reporting date | 2016-12-31 |
File | View File |
Filings since 2016-11-07
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2016-11-07 |
Reporting date | 2016-09-30 |
File | View File |
Filings since 2016-08-05
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2016-08-05 |
Reporting date | 2016-06-30 |
File | View File |
Filings since 2016-05-05
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2016-05-05 |
Reporting date | 2016-03-31 |
File | View File |
Filings since 2016-02-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2016-02-12 |
Reporting date | 2015-12-31 |
File | View File |
Filings since 2015-11-13
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2015-11-13 |
Reporting date | 2015-09-30 |
File | View File |
Filings since 2015-08-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2015-08-12 |
Reporting date | 2015-06-30 |
File | View File |
Filings since 2015-05-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2015-05-14 |
Reporting date | 2015-03-31 |
File | View File |
Filings since 2015-02-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2015-02-12 |
Reporting date | 2014-12-31 |
File | View File |
Filings since 2014-11-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2014-11-14 |
Reporting date | 2014-09-30 |
File | View File |
Filings since 2014-08-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2014-08-14 |
Reporting date | 2014-06-30 |
File | View File |
Filings since 2014-05-15
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2014-05-15 |
Reporting date | 2014-03-31 |
File | View File |
Filings since 2014-02-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2014-02-14 |
Reporting date | 2013-12-31 |
File | View File |
Filings since 2013-11-15
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2013-11-15 |
Reporting date | 2013-09-30 |
File | View File |
Filings since 2013-08-15
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2013-08-15 |
Reporting date | 2013-06-30 |
File | View File |
Filings since 2013-05-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2013-05-14 |
Reporting date | 2013-03-31 |
File | View File |
Filings since 2013-02-11
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2013-02-11 |
Reporting date | 2012-12-31 |
File | View File |
Filings since 2012-11-15
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2012-11-15 |
Reporting date | 2012-09-30 |
File | View File |
Filings since 2012-08-13
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2012-08-13 |
Reporting date | 2012-06-30 |
File | View File |
Filings since 2012-05-07
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2012-05-07 |
Reporting date | 2012-03-31 |
File | View File |
Filings since 2012-02-07
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2012-02-07 |
Reporting date | 2011-12-31 |
File | View File |
Filings since 2011-11-08
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2011-11-08 |
Reporting date | 2011-09-30 |
File | View File |
Filings since 2011-08-12
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2011-08-12 |
Reporting date | 2011-06-30 |
File | View File |
Filings since 2011-05-18
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2011-05-18 |
Reporting date | 2011-03-31 |
File | View File |
Filings since 2011-01-14
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2011-01-14 |
Reporting date | 2010-12-31 |
File | View File |
Filings since 2010-11-05
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2010-11-05 |
Reporting date | 2010-09-30 |
File | View File |
Filings since 2010-08-09
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2010-08-09 |
Reporting date | 2010-03-31 |
File | View File |
Filings since 2010-08-09
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2010-08-09 |
Reporting date | 2010-06-30 |
File | View File |
Filings since 2010-01-28
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2010-01-28 |
Reporting date | 2009-12-31 |
File | View File |
Filings since 2009-11-04
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2009-11-04 |
Reporting date | 2009-09-30 |
File | View File |
Filings since 2009-08-04
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2009-08-04 |
Reporting date | 2009-06-30 |
File | View File |
Filings since 2009-04-20
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2009-04-20 |
Reporting date | 2009-03-31 |
File | View File |
Filings since 2009-01-26
Form type | 13F-HR |
File number | 028-13318 |
Filing date | 2009-01-26 |
Reporting date | 2008-12-31 |
File | View File |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN | 2023 | 161334685 | 2024-06-11 | STRATEGIC FINANCIAL SERVICES, INC. | 42 | |||||||||||||||||||||
|
Role | Plan administrator |
Date | 2024-06-11 |
Name of individual signing | NANCY MEININGER |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3152721934 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 13502 |
Signature of
Role | Plan administrator |
Date | 2023-07-03 |
Name of individual signing | NANCY MEININGER |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3152721934 |
Plan sponsor’s address | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502 |
Signature of
Role | Plan administrator |
Date | 2022-07-15 |
Name of individual signing | NANCY MEININGER |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2021-08-26 |
Name of individual signing | NANCY MEININGER |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2020-09-14 |
Name of individual signing | ALAN R LEIST |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2019-07-23 |
Name of individual signing | ALAN R LEIST |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2018-09-11 |
Name of individual signing | ALAN R. LEIST |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2017-08-29 |
Name of individual signing | ALAN R LEIST |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2016-09-06 |
Name of individual signing | ALAN R LEIST |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1982-11-01 |
Business code | 523900 |
Sponsor’s telephone number | 3157357553 |
Plan sponsor’s address | 114 BUSINESS PARK DR, UTICA, NY, 135026302 |
Signature of
Role | Plan administrator |
Date | 2015-09-03 |
Name of individual signing | ALAN R LEIST |
Name | Role | Address |
---|---|---|
ALAN R LEIST III | Chief Executive Officer | 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502 |
Name | Role | Address |
---|---|---|
THE CORPORATION | DOS Process Agent | 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502 |
Start date | End date | Type | Value |
---|---|---|---|
2024-10-01 | 2024-10-01 | Address | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Chief Executive Officer) |
2011-08-31 | 2024-10-01 | Address | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Service of Process) |
2011-08-31 | 2024-10-01 | Address | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Chief Executive Officer) |
2011-02-22 | 2011-08-31 | Address | 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Service of Process) |
2011-02-22 | 2024-10-01 | Shares | Share type: PAR VALUE, Number of shares: 23000, Par value: 1 |
1998-10-21 | 2011-08-31 | Address | 2631 GENESEE STREET, UTICA, NY, 13501, USA (Type of address: Chief Executive Officer) |
1998-08-04 | 2011-06-15 | Name | STRATEGIC INVESTMENT ADVISORS, INC. |
1997-12-31 | 1997-12-31 | Shares | Share type: PAR VALUE, Number of shares: 10000, Par value: 1 |
1997-12-31 | 2011-02-22 | Shares | Share type: PAR VALUE, Number of shares: 10000, Par value: 1 |
1997-12-31 | 1997-12-31 | Shares | Share type: PAR VALUE, Number of shares: 1000, Par value: 1 |
Filing Number | Date Filed | Type | Effective Date |
---|---|---|---|
241001040342 | 2024-10-01 | BIENNIAL STATEMENT | 2024-10-01 |
220126002165 | 2022-01-26 | BIENNIAL STATEMENT | 2022-01-26 |
181018006387 | 2018-10-18 | BIENNIAL STATEMENT | 2018-10-01 |
161005006180 | 2016-10-05 | BIENNIAL STATEMENT | 2016-10-01 |
141001006490 | 2014-10-01 | BIENNIAL STATEMENT | 2014-10-01 |
121005006660 | 2012-10-05 | BIENNIAL STATEMENT | 2012-10-01 |
110831002880 | 2011-08-31 | BIENNIAL STATEMENT | 2010-10-01 |
110615000932 | 2011-06-15 | CERTIFICATE OF AMENDMENT | 2011-06-15 |
110331000251 | 2011-03-31 | CERTIFICATE OF MERGER | 2011-03-31 |
110222001051 | 2011-02-22 | CERTIFICATE OF AMENDMENT | 2011-02-22 |
Date of last update: 14 Nov 2024
Sources: New York Secretary of State