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STRATEGIC FINANCIAL SERVICES, INC.

Company Details

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

Central Index Key

CIK number Mailing Address Business Address Phone
1432539 114 BUSINESS PARK DRIVE, UTICA, NY, 13502 114 BUSINESS PARK DRIVE, UTICA, NY, 13502 3157241776

Filings since 2024-08-27

Form type N-PX
File number 028-13318
Filing date 2024-08-27
Reporting date 2024-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2024-08-12
Reporting date 2024-06-30
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Filings since 2024-05-07

Form type 13F-HR
File number 028-13318
Filing date 2024-05-07
Reporting date 2024-03-31
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Filings since 2024-02-08

Form type 13F-HR
File number 028-13318
Filing date 2024-02-08
Reporting date 2023-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2023-11-06
Reporting date 2023-09-30
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Filings since 2023-08-10

Form type 13F-HR
File number 028-13318
Filing date 2023-08-10
Reporting date 2023-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2023-05-12
Reporting date 2023-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2023-02-13
Reporting date 2022-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2022-11-09
Reporting date 2022-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2022-08-12
Reporting date 2022-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2022-04-26
Reporting date 2022-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2022-02-15
Reporting date 2021-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2021-11-15
Reporting date 2021-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2021-08-16
Reporting date 2021-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2021-05-06
Reporting date 2021-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2021-02-08
Reporting date 2020-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2020-11-16
Reporting date 2020-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2020-08-11
Reporting date 2020-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2020-05-08
Reporting date 2020-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2020-02-13
Reporting date 2019-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2019-11-14
Reporting date 2019-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2019-08-13
Reporting date 2019-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2019-04-23
Reporting date 2019-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2019-02-11
Reporting date 2018-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2018-10-25
Reporting date 2018-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2018-08-06
Reporting date 2018-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2018-05-14
Reporting date 2018-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2018-02-05
Reporting date 2017-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2017-11-06
Reporting date 2017-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2017-08-14
Reporting date 2017-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2017-05-11
Reporting date 2017-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2017-02-14
Reporting date 2016-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2016-11-07
Reporting date 2016-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2016-08-05
Reporting date 2016-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2016-05-05
Reporting date 2016-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2016-02-12
Reporting date 2015-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2015-11-13
Reporting date 2015-09-30
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Filings since 2015-08-12

Form type 13F-HR
File number 028-13318
Filing date 2015-08-12
Reporting date 2015-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2015-05-14
Reporting date 2015-03-31
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Filings since 2015-02-12

Form type 13F-HR
File number 028-13318
Filing date 2015-02-12
Reporting date 2014-12-31
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Filings since 2014-11-14

Form type 13F-HR
File number 028-13318
Filing date 2014-11-14
Reporting date 2014-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2014-08-14
Reporting date 2014-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2014-05-15
Reporting date 2014-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2014-02-14
Reporting date 2013-12-31
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Filings since 2013-11-15

Form type 13F-HR
File number 028-13318
Filing date 2013-11-15
Reporting date 2013-09-30
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Filings since 2013-08-15

Form type 13F-HR
File number 028-13318
Filing date 2013-08-15
Reporting date 2013-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2013-05-14
Reporting date 2013-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2013-02-11
Reporting date 2012-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2012-11-15
Reporting date 2012-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2012-08-13
Reporting date 2012-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2012-05-07
Reporting date 2012-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2012-02-07
Reporting date 2011-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2011-11-08
Reporting date 2011-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2011-08-12
Reporting date 2011-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2011-05-18
Reporting date 2011-03-31
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Form type 13F-HR
File number 028-13318
Filing date 2011-01-14
Reporting date 2010-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2010-11-05
Reporting date 2010-09-30
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Form type 13F-HR
File number 028-13318
Filing date 2010-08-09
Reporting date 2010-03-31
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Filings since 2010-08-09

Form type 13F-HR
File number 028-13318
Filing date 2010-08-09
Reporting date 2010-06-30
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Form type 13F-HR
File number 028-13318
Filing date 2010-01-28
Reporting date 2009-12-31
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Form type 13F-HR
File number 028-13318
Filing date 2009-11-04
Reporting date 2009-09-30
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Filings since 2009-08-04

Form type 13F-HR
File number 028-13318
Filing date 2009-08-04
Reporting date 2009-06-30
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Filings since 2009-04-20

Form type 13F-HR
File number 028-13318
Filing date 2009-04-20
Reporting date 2009-03-31
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Filings since 2009-01-26

Form type 13F-HR
File number 028-13318
Filing date 2009-01-26
Reporting date 2008-12-31
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form 5500

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
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 2024-06-11
Name of individual signing NANCY MEININGER
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN 2022 161334685 2023-07-03 STRATEGIC FINANCIAL SERVICES, INC. 40
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN 2021 161334685 2022-07-15 STRATEGIC FINANCIAL SERVICES, INC. 31
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2020 161334685 2021-08-26 STRATEGIC FINANCIAL SERVICES, INC. 37
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2019 161334685 2020-09-14 STRATEGIC FINANCIAL SERVICES, INC. 37
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2018 161334685 2019-07-23 STRATEGIC FINANCIAL SERVICES, INC. 34
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2017 161334685 2018-09-11 STRATEGIC FINANCIAL SERVICES, INC. 33
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2016 161334685 2017-08-29 STRATEGIC FINANCIAL SERVICES, INC. 32
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2015 161334685 2016-09-06 STRATEGIC FINANCIAL SERVICES, INC. 30
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
STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN 2014 161334685 2015-09-03 STRATEGIC FINANCIAL SERVICES, INC. 29
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

Chief Executive Officer

Name Role Address
ALAN R LEIST III Chief Executive Officer 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502

History

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

Filings

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