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FINANCIAL STRATEGIES INC.

Company Details

Name: FINANCIAL STRATEGIES INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 17 Sep 1992 (32 years ago)
Entity Number: 1666756
County: St. Lawrence
Place of Formation: New York
Address: 792 Judson Street Rd, CANTON, NY, United States, 13617
Address ZIP Code: 13617

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
FINANCIAL STRATEGIES, INC. 401(K) PLAN 2019 161443990 2020-01-07 FINANCIAL STRATEGIES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3153864151
Plan sponsor’s address P.O. BOX 506, 11 MAIN STREET, CANTON, NY, 13617

Signature of
Role Plan administrator
Date 2020-01-07
Name of individual signing STYLES BRIDGES
Role Employer/plan sponsor
Date 2020-01-07
Name of individual signing STYLES BRIDGES
FINANCIAL STRATEGIES, INC. 401(K) PLAN 2018 161443990 2019-05-23 FINANCIAL STRATEGIES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3153864151
Plan sponsor’s address P.O. BOX 506, 11 MAIN STREET, CANTON, NY, 13617

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing STYLES BRIDGES
Role Employer/plan sponsor
Date 2019-05-23
Name of individual signing STYLES BRIDGES
FINANCIAL STRATEGIES, INC. 401(K) PLAN 2017 161443990 2018-03-06 FINANCIAL STRATEGIES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3153864151
Plan sponsor’s address P.O. BOX 506, 11 MAIN STREET, CANTON, NY, 13617

Signature of
Role Plan administrator
Date 2018-03-06
Name of individual signing H. STYLES BRIDGES
Role Employer/plan sponsor
Date 2018-03-06
Name of individual signing H. STYLES BRIDGES
FINANCIAL STRATEGIES, INC. 401(K) PLAN 2016 161443990 2017-07-13 FINANCIAL STRATEGIES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3153864151
Plan sponsor’s address P.O. BOX 506, 11 MAIN STREET, CANTON, NY, 13617

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing SANDRA WEHNER
Role Employer/plan sponsor
Date 2017-07-13
Name of individual signing SANDRA WEHNER
FINANCIAL STRATEGIES, INC. 401(K) PLAN 2015 161443990 2016-10-17 FINANCIAL STRATEGIES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3153864151
Plan sponsor’s address P.O. BOX 506, 11 MAIN STREET, CANTON, NY, 13617

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing STYLES BRIDGES
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing STYLES BRIDGES
FINANCIAL STRATEGIES, INC. 401(K) PLAN 2014 161443990 2015-06-18 FINANCIAL STRATEGIES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3153864151
Plan sponsor’s address P.O. BOX 506, 11 MAIN STREET, CANTON, NY, 13617

Signature of
Role Plan administrator
Date 2015-06-18
Name of individual signing STYLES BRIDGES
Role Employer/plan sponsor
Date 2015-06-18
Name of individual signing STYLES BRIDGES

DOS Process Agent

Name Role Address
FINANCIAL STRATEGIES INC. DOS Process Agent 792 Judson Street Rd, CANTON, NY, United States, 13617

Chief Executive Officer

Name Role Address
STYLES BRIDGES Chief Executive Officer 792 JUDSON STREET RD, CANTON, NY, United States, 13617

History

Start date End date Type Value
2024-09-04 2024-09-04 Address 1734 STATE HIGHWAY 68, CANTON, NY, 13617, USA (Type of address: Chief Executive Officer)
2020-09-01 2024-09-04 Address 1734 STATE HIGHWAY 68, CANTON, NY, 13617, USA (Type of address: Service of Process)
2018-10-01 2020-09-01 Address 1734 STATE HIGHWAY 68, CANTON, NY, 13617, USA (Type of address: Service of Process)
2018-10-01 2024-09-04 Address 1734 STATE HIGHWAY 68, CANTON, NY, 13617, USA (Type of address: Chief Executive Officer)
2012-12-05 2018-10-01 Address PO BOX 506, CANTON, NY, 13617, 0506, USA (Type of address: Service of Process)
2000-09-06 2018-10-01 Address PO BOX 506, CANTON, NY, 13617, 0506, USA (Type of address: Chief Executive Officer)
2000-09-06 2012-12-05 Address 11 MAIN ST, CANTON, NY, 13617, 1255, USA (Type of address: Service of Process)
2000-09-06 2018-10-01 Address 11 MAIN ST, CANTON, NY, 13617, 1255, USA (Type of address: Principal Executive Office)
1996-12-02 2000-09-06 Address 11 MAIN STREET, CANTON, NY, 13617, USA (Type of address: Principal Executive Office)
1996-12-02 2000-09-06 Address 11 MAIN STREET, CANTON, NY, 13617, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
240904000174 2024-09-04 BIENNIAL STATEMENT 2024-09-04
220904000303 2022-09-04 BIENNIAL STATEMENT 2022-09-01
200901060092 2020-09-01 BIENNIAL STATEMENT 2020-09-01
181001006028 2018-10-01 BIENNIAL STATEMENT 2018-09-01
160901006072 2016-09-01 BIENNIAL STATEMENT 2016-09-01
140915006689 2014-09-15 BIENNIAL STATEMENT 2014-09-01
121205002061 2012-12-05 BIENNIAL STATEMENT 2012-09-01
100923002627 2010-09-23 BIENNIAL STATEMENT 2010-09-01
080826003104 2008-08-26 BIENNIAL STATEMENT 2008-09-01
060824002635 2006-08-24 BIENNIAL STATEMENT 2006-09-01

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 26 Oct 2024

Sources: New York Secretary of State

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