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FORTE CAPITAL LLC

Company Details

Name: FORTE CAPITAL LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Aug 1996 (28 years ago)
Entity Number: 2060927
County: Monroe
Place of Formation: New York
Address: 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, United States, 14625
Address ZIP Code: 14625

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORTE CAPITAL, LLC 401(K) PLAN 2023 161507924 2024-10-11 FORTE CAPITAL, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
FORTE CAPITAL LLC CASH BALANCE PLAN 2023 161507924 2024-09-26 FORTE CAPITAL LLC 18
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2024-09-26
Name of individual signing DAVID HENION
Valid signature Filed with authorized/valid electronic signature
FORTE CAPITAL, LLC 401(K) PLAN 2022 161507924 2023-09-20 FORTE CAPITAL, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
FORTE CAPITAL LLC CASH BALANCE PLAN 2022 161507924 2023-09-22 FORTE CAPITAL LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2023-09-22
Name of individual signing DAVID HENION
FORTE CAPITAL, LLC 401(K) PLAN 2021 161507924 2023-09-19 FORTE CAPITAL, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2023-09-19
Name of individual signing MARTHA LIPP
FORTE CAPITAL LLC CASH BALANCE PLAN 2021 161507924 2022-10-07 FORTE CAPITAL LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2022-10-07
Name of individual signing DAVID HENION
FORTE CAPITAL, LLC 401(K) PLAN 2021 161507924 2022-10-14 FORTE CAPITAL, LLC 24
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
FORTE CAPITAL, LLC 401(K) PLAN 2020 161507924 2021-10-11 FORTE CAPITAL, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
FORTE CAPITAL, LLC 401(K) PLAN 2019 161507924 2020-09-18 FORTE CAPITAL, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
FORTE CAPITAL, LLC 401(K) PLAN 2018 161507924 2019-10-15 FORTE CAPITAL, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 523120
Sponsor’s telephone number 5855868100
Plan sponsor’s address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing MARTHA LIPP

DOS Process Agent

Name Role Address
FORTE CAPITAL LLC DOS Process Agent 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, United States, 14625

History

Start date End date Type Value
2020-08-03 2024-08-06 Address 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2006-09-01 2020-08-03 Address 95 ALLENS CREEK ROAD, BLDG 1 / SUITE 201, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)
1998-08-13 2006-09-01 Address 15 STATE ST, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
1996-08-28 1998-08-13 Address 110 ALLENS CREEK ROAD, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240806000268 2024-08-06 BIENNIAL STATEMENT 2024-08-06
220801002833 2022-08-01 BIENNIAL STATEMENT 2022-08-01
200803060663 2020-08-03 BIENNIAL STATEMENT 2020-08-01
180806006654 2018-08-06 BIENNIAL STATEMENT 2018-08-01
160818006038 2016-08-18 BIENNIAL STATEMENT 2016-08-01
140804006246 2014-08-04 BIENNIAL STATEMENT 2014-08-01
120806006868 2012-08-06 BIENNIAL STATEMENT 2012-08-01
100824002200 2010-08-24 BIENNIAL STATEMENT 2010-08-01
080731002097 2008-07-31 BIENNIAL STATEMENT 2008-08-01
060901002060 2006-09-01 BIENNIAL STATEMENT 2006-08-01

Related by officers

No related officers

Related by address

400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, United States, 14625

ACHIEVE WEALTH PARTNERS LLC

Date of last update: 13 Nov 2024

Sources: New York Secretary of State

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