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COBBLESTONE CAPITAL ADVISORS, LLC

Headquarter

Company Details

Name: COBBLESTONE CAPITAL ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 05 Feb 1998 (27 years ago)
Entity Number: 2225799
County: Monroe
Place of Formation: New York
Address: 500 LINDEN OAKS STE 210, ROCHESTER, NY, United States, 14625
Address ZIP Code: 14625

Links between entities

Type Company Name Company Number State
Headquarter of COBBLESTONE CAPITAL ADVISORS, LLC 6034b623-f71f-ee11-9073-00155d01c440 MINNESOTA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 161543732 2024-06-04 COBBLESTONE CAPITAL ADVISORS, LLC 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS SUITE. 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2024-06-04
Name of individual signing PAULINE RUTBERG
Role Employer/plan sponsor
Date 2024-06-04
Name of individual signing JASON GARLOCK
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 161543732 2023-04-26 COBBLESTONE CAPITAL ADVISORS, LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS STE. 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2023-04-26
Name of individual signing PAULINE RUTBERG
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 161543732 2022-06-17 COBBLESTONE CAPITAL ADVISORS, LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS STE. 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2022-06-15
Name of individual signing PAULINE RUTBERG
Role Employer/plan sponsor
Date 2022-06-15
Name of individual signing JASON GARLOCK
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 161543732 2021-05-11 COBBLESTONE CAPITAL ADVISORS, LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS STE. 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing PAULINE RUTBERG
Role Employer/plan sponsor
Date 2021-05-11
Name of individual signing THOMAS BARTLETT
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 161543732 2020-07-24 COBBLESTONE CAPITAL ADVISORS, LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS STE. 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing PAULINE RUTBERG
Role Employer/plan sponsor
Date 2020-07-24
Name of individual signing THOMAS BARTLETT
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 161543732 2019-07-11 COBBLESTONE CAPITAL ADVISORS, LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS STE. 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2019-07-11
Name of individual signing PAULINE RUTBERG
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 161543732 2018-06-15 COBBLESTONE CAPITAL ADVISORS, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 500 LINDEN OAKS, STE 210, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2018-06-15
Name of individual signing THOMAS BARTLETT
Role Employer/plan sponsor
Date 2018-06-15
Name of individual signing THOMAS BARTLETT
COBBLESTONE CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 161543732 2017-05-09 COBBLESTONE CAPITAL ADVISORS, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 140 ALLENS CREEK ROAD, ROCHESTER, NY, 146183307

Signature of
Role Plan administrator
Date 2017-05-09
Name of individual signing THOMAS BARTLETT
COBBLESTONE CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 161543732 2016-05-18 COBBLESTONE CAPITAL ADVISORS, LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 140 ALLENS CREEK ROAD, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2016-05-18
Name of individual signing THOMAS BARTLETT
COBBLESTONE CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 161543732 2015-06-11 COBBLESTONE CAPITAL ADVISORS, LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 5854733333
Plan sponsor’s address 140 ALLENS CREEK ROAD, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2015-06-11
Name of individual signing THOMAS BARTLETT

DOS Process Agent

Name Role Address
PAULINE RUTBERG DOS Process Agent 500 LINDEN OAKS STE 210, ROCHESTER, NY, United States, 14625

History

Start date End date Type Value
2018-02-01 2024-02-01 Address 500 LINDEN OAKS STE 210, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
1998-02-05 2018-02-01 Address 140 ALLENS CREEK ROAD, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240201036474 2024-02-01 BIENNIAL STATEMENT 2024-02-01
220323003481 2022-03-23 BIENNIAL STATEMENT 2022-02-01
200203060171 2020-02-03 BIENNIAL STATEMENT 2020-02-01
180201007206 2018-02-01 BIENNIAL STATEMENT 2018-02-01
140207006342 2014-02-07 BIENNIAL STATEMENT 2014-02-01
120322002483 2012-03-22 BIENNIAL STATEMENT 2012-02-01
100304002434 2010-03-04 BIENNIAL STATEMENT 2010-02-01
080208002111 2008-02-08 BIENNIAL STATEMENT 2008-02-01
060131002314 2006-01-31 BIENNIAL STATEMENT 2006-02-01
040123002200 2004-01-23 BIENNIAL STATEMENT 2004-02-01

Related by officers

No related officers

Related by address

500 LINDEN OAKS STE 210, ROCHESTER, NY, United States, 14625

CPCF PARTNERS, LLC

Date of last update: 12 Nov 2024

Sources: New York Secretary of State

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