| Name: | EPIC ADVISORS, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 21 Sep 1993 (31 years ago) (Companies founded in September 1993) |
| Entity Number: | 1758028 |
| ZIP code: | 13815 (Companies in Monroe, 13815) |
| County: | Monroe |
| Place of Formation: | New York |
| Principal Address: | 150 STATE STREET, SUITE 200, ROCHESTER, NY, United States, 14614 |
| Address: | 52 South Broad Street, Post Office Box 351, Norwich, NY, United States, 13815 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | EPIC ADVISORS, INC. | CORP_72537882 | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPIC ADVISORS, INC. 401(K) RETIREMENT PLAN | 2012 | 161450952 | 2013-07-22 | EPIC ADVISORS, INC. | 96 | |||||||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2013-07-22 |
| Name of individual signing | JAMES GENTHNER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 5852329060 |
| Plan sponsor’s address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614 |
Plan administrator’s name and address
| Administrator’s EIN | 161450952 |
| Plan administrator’s name | EPIC ADVISORS, INC. |
| Plan administrator’s address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614 |
| Administrator’s telephone number | 5852329060 |
Signature of
| Role | Plan administrator |
| Date | 2012-07-19 |
| Name of individual signing | JAMES GENTHNER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 5852329060 |
| Plan sponsor’s address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614 |
Plan administrator’s name and address
| Administrator’s EIN | 161450952 |
| Plan administrator’s name | EPIC ADVISORS, INC. |
| Plan administrator’s address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614 |
| Administrator’s telephone number | 5852329060 |
Signature of
| Role | Plan administrator |
| Date | 2011-07-22 |
| Name of individual signing | JAMES GENTHNER |
| Role | Employer/plan sponsor |
| Date | 2011-07-22 |
| Name of individual signing | JAMES GENTHNER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 5852329060 |
| Plan sponsor’s address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614 |
Plan administrator’s name and address
| Administrator’s EIN | 161450952 |
| Plan administrator’s name | EPIC ADVISORS, INC. |
| Plan administrator’s address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614 |
| Administrator’s telephone number | 5852329060 |
Signature of
| Role | Plan administrator |
| Date | 2010-09-30 |
| Name of individual signing | ROBERT F. JUDD |
| Name | Role | Address |
|---|---|---|
| EPIC ADVISORS, INC. | DOS Process Agent | 52 South Broad Street, Post Office Box 351, Norwich, NY, United States, 13815 |
| Name | Role | Address |
|---|---|---|
| MANUEL MARQUES | Chief Executive Officer | 150 STATE STREET, SUITE 200, ROCHESTER, NY, United States, 14614 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-09-29 | 2023-09-29 | Address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614, USA (Type of address: Chief Executive Officer) |
| 2018-10-02 | 2023-09-29 | Address | 150 STATE STREET, SUITE 200, ROCHESTER, NY, 14614, USA (Type of address: Chief Executive Officer) |
| 2006-03-02 | 2023-09-29 | Address | 150 STATE STREET SUITE 200, ROCHESTER, NY, 14614, USA (Type of address: Service of Process) |
| 2005-12-13 | 2018-10-02 | Address | 36 W MAIN ST STE 101, ROCHESTER, NY, 14614, 1701, USA (Type of address: Chief Executive Officer) |
| 2001-01-02 | 2023-09-29 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 1997-09-12 | 2006-03-02 | Address | 36 WEST MAIN ST, SUITE 101, ROCHESTER, NY, 14614, 1701, USA (Type of address: Service of Process) |
| 1995-11-06 | 2018-10-02 | Address | 36 WEST MAIN ST, SUITE 101, ROCHESTER, NY, 14614, 1701, USA (Type of address: Principal Executive Office) |
| 1995-11-06 | 2005-12-13 | Address | KATHLEEN A WRIGHT, 36 WEST MAIN ST SUITE 101, ROCHESTER, NY, 14614, 1701, USA (Type of address: Chief Executive Officer) |
| 1993-09-21 | 1997-09-12 | Address | 31 TALAMORA TRAIL, BROCKPORT, NY, 14420, USA (Type of address: Service of Process) |
| 1993-09-21 | 2001-01-02 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 230929001871 | 2023-09-29 | BIENNIAL STATEMENT | 2023-09-01 |
| 220316003554 | 2022-03-16 | BIENNIAL STATEMENT | 2021-09-01 |
| 200221060148 | 2020-02-21 | BIENNIAL STATEMENT | 2019-09-01 |
| 181002002043 | 2018-10-02 | BIENNIAL STATEMENT | 2017-09-01 |
| 060302001095 | 2006-03-02 | CERTIFICATE OF CHANGE | 2006-03-02 |
| 051213002868 | 2005-12-13 | BIENNIAL STATEMENT | 2005-09-01 |
| 030909002804 | 2003-09-09 | BIENNIAL STATEMENT | 2003-09-01 |
| 010910002416 | 2001-09-10 | BIENNIAL STATEMENT | 2001-09-01 |
| 010102000139 | 2001-01-02 | CERTIFICATE OF AMENDMENT | 2001-01-02 |
| 990923002130 | 1999-09-23 | BIENNIAL STATEMENT | 1999-09-01 |
Date of last update: 13 Nov 2024
Sources: New York Secretary of State
