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  5. MICHAEL J. CHARLETON, JR., CFP, CFS, INC.

MICHAEL J. CHARLETON, JR., CFP, CFS, INC.

Company Details

Name: MICHAEL J. CHARLETON, JR., CFP, CFS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Aug 1998 (26 years ago)
Entity Number: 2287907
ZIP code: 14625
County: Monroe
Place of Formation: New York
Address: 2507 BROWNCROFT BLVD., SUITE 203, ROCHESTER, NY, United States, 14625

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
CHARLETON FINANCIAL 401(K) PLAN 2023 161554555 2024-06-12 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 277 ALEXANDER ST - SUITE 307, ROCHESTER, NY, 14607

Signature of
Role Plan administrator
Date 2024-06-12
Name of individual signing MICHAEL CHARLETON
CHARLETON FINANCIAL 401(K) PLAN 2022 161554555 2023-05-31 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 277 ALEXANDER ST - SUITE 307, ROCHESTER, NY, 14607

Signature of
Role Plan administrator
Date 2023-05-31
Name of individual signing MICHAEL CHARLETON
CHARLETON FINANCIAL 401(K) PLAN 2021 161554555 2022-05-23 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 277 ALEXANDER ST - SUITE 307, ROCHESTER, NY, 14607

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing MICHAEL CHARLETON
CHARLETON FINANCIAL 401(K) PLAN 2020 161554555 2021-06-23 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 277 ALEXANDER ST - SUITE 307, ROCHESTER, NY, 14607

Signature of
Role Plan administrator
Date 2021-06-23
Name of individual signing MICHAEL CHARLETON
CHARLETON FINANCIAL 401(K) PLAN 2019 161554555 2020-08-10 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 277 ALEXANDER ST - SUITE 307, ROCHESTER, NY, 14607

Signature of
Role Plan administrator
Date 2020-08-10
Name of individual signing MICHAEL CHARLETON
CHARLETON FINANCIAL 401(K) PLAN 2018 161554555 2019-07-02 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 195 NORRIS DRIVE, ROCHESTER, NY, 14610

Signature of
Role Plan administrator
Date 2019-07-02
Name of individual signing MICHAEL CHARLETON
CHARLETON FINANCIAL 401(K) PLAN 2018 161554555 2020-08-10 MICHAEL J. CHARLETON JR. CFP CFS INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5852443050
Plan sponsor’s address 195 NORRIS DRIVE, ROCHESTER, NY, 14610

Signature of
Role Plan administrator
Date 2020-08-10
Name of individual signing MICHAEL CHARLETON
MICHAEL J. CHARLETON JR CFP CFS 401(K) PROFIT SHARING PLAN & TRUST 2009 161554555 2011-10-20 MICHAEL J. CHARLETON JR CFP CFS No data
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 5852483050
Plan sponsor’s mailing address 1000 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534
Plan sponsor’s address 1000 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 161554555
Plan administrator’s name MICHAEL J. CHARLETON JR CFP CFS
Plan administrator’s address 1000 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534
Administrator’s telephone number 5852483050

DOS Process Agent

Name Role Address
THE CORPORATION ATT: PRESIDENT DOS Process Agent 2507 BROWNCROFT BLVD., SUITE 203, ROCHESTER, NY, United States, 14625

History

Start date End date Type Value
1998-08-11 1998-10-01 Address 203 SOUTH GOODMAN STREET, ROCHESTER, NY, 14607, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
981001000388 1998-10-01 CERTIFICATE OF CHANGE 1998-10-01
980811000606 1998-08-11 CERTIFICATE OF INCORPORATION 1998-08-11

Related by officers

THE CORPORATION ATT: PRESIDENT

EDG MANAGEMENT CORP.

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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