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WATERFORD ADVISORS, LLC

Company Details

Name: WATERFORD ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Jan 1998 (27 years ago)
Entity Number: 2216306
County: Erie
Place of Formation: New York
Address: 3858 N BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, United States, 14127
Address ZIP Code: 14127

Central Index Key

CIK number Mailing Address Business Address Phone
1960657 3858 N. BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127 3858 N. BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127 716-580-3906

Filings since 2024-08-29
Form type N-PX
File number 028-22982
Filing date 2024-08-29
Reporting date 2024-06-30
File View File

Filings since 2024-08-14
Form type 13F-HR
File number 028-22982
Filing date 2024-08-14
Reporting date 2024-06-30
File View File

Filings since 2024-05-15
Form type 13F-HR
File number 028-22982
Filing date 2024-05-15
Reporting date 2024-03-31
File View File

Filings since 2024-02-14
Form type 13F-HR
File number 028-22982
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

Filings since 2023-11-07
Form type 13F-HR
File number 028-22982
Filing date 2023-11-07
Reporting date 2023-09-30
File View File

Filings since 2023-07-31
Form type 13F-HR
File number 028-22982
Filing date 2023-07-31
Reporting date 2023-06-30
File View File

Filings since 2023-05-02
Form type 13F-HR
File number 028-22982
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-02-14
Form type 13F-HR
File number 028-22982
Filing date 2023-02-14
Reporting date 2022-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 201941478 2024-06-07 WATERFORD ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 3858 NORTH BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2024-06-07
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 201941478 2023-07-28 WATERFORD ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 3858 NORTH BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2023-07-28
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 201941478 2022-07-07 WATERFORD ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 3858 NORTH BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 201941478 2021-05-21 WATERFORD ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 3858 NORTH BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2021-05-21
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 201941478 2020-05-12 WATERFORD ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 3858 NORTH BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2020-05-12
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 201941478 2019-05-21 WATERFORD ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 6225 SHERIDAN DR, SUITE 214, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2019-05-21
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 201941478 2018-05-03 WATERFORD ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 6225 SHERIDAN DR, SUITE 214, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2018-05-03
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 201941478 2017-05-18 WATERFORD ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 6225 SHERIDAN DR, SUITE 214, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2017-05-18
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 201941478 2016-05-26 WATERFORD ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 6225 SHERIDAN DR, SUITE 214, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2016-05-26
Name of individual signing GREGORY KOZERSKI
WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 201941478 2015-06-17 WATERFORD ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7165803906
Plan sponsor’s address 6225 SHERIDAN DR, SUITE 214, WILLIAMSVILLE, NY, 14221

Signature of
Role Plan administrator
Date 2015-06-17
Name of individual signing GREGORY KOZERSKI
Role Employer/plan sponsor
Date 2015-06-17
Name of individual signing GREGORY KOZERSKI

DOS Process Agent

Name Role Address
WATERFORD ADVISORS, LLC DOS Process Agent 3858 N BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, United States, 14127

History

Start date End date Type Value
2023-12-06 2024-01-10 Address 3858 N BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127, USA (Type of address: Service of Process)
2020-12-02 2023-12-06 Address 3858 N BUFFALO ROAD, SUITE 2, ORCHARD PARK, NY, 14127, USA (Type of address: Service of Process)
2017-08-22 2020-12-02 Address 6225 SHERIDAN DR, SUITE 214, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2000-02-01 2017-08-22 Address 333 INTERNATIONAL DR, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
1998-01-09 2000-02-01 Address 300 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240110000522 2024-01-10 BIENNIAL STATEMENT 2024-01-10
231206002880 2023-11-15 BIENNIAL STATEMENT 2023-11-15
201202060337 2020-12-02 BIENNIAL STATEMENT 2020-01-01
180917006098 2018-09-17 BIENNIAL STATEMENT 2018-01-01
170822002017 2017-08-22 BIENNIAL STATEMENT 2016-01-01
000510000194 2000-05-10 CERTIFICATE OF AMENDMENT 2000-05-10
000201002164 2000-02-01 BIENNIAL STATEMENT 2000-01-01
980325000730 1998-03-25 AFFIDAVIT OF PUBLICATION 1998-03-25
980325000064 1998-03-25 AFFIDAVIT OF PUBLICATION 1998-03-25
980109000428 1998-01-09 ARTICLES OF ORGANIZATION 1998-01-09

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 12 Nov 2024

Sources: New York Secretary of State

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