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WILLIAM D. LORENZ CONSTRUCTION, INC.

Company Details

Name: WILLIAM D. LORENZ CONSTRUCTION, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 03 Jan 2001 (24 years ago)
Entity Number: 2589310
ZIP code: 14075
County: Erie
Place of Formation: New York
Principal Address: 24 CLOVERLEAF DR, DEPEW, NY, United States, 14043
Address: ONE GRIMSBY DRIVE, HAMBURG, NY, United States, 14075

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
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2023 161598985 2024-08-02 WILLIAM D. LORENZ CONSTRUCTION, INC. 7
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2024-08-02
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2023 161598985 2024-08-20 WILLIAM D. LORENZ CONSTRUCTION, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2024-08-20
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2022 161598985 2023-07-24 WILLIAM D. LORENZ CONSTRUCTION, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2021 161598985 2022-07-26 WILLIAM D. LORENZ CONSTRUCTION, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2020 161598985 2021-07-22 WILLIAM D. LORENZ CONSTRUCTION, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2021-07-22
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2019 161598985 2020-07-24 WILLIAM D. LORENZ CONSTRUCTION, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2020-07-24
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2018 161598985 2019-07-26 WILLIAM D. LORENZ CONSTRUCTION, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2019-07-26
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2017 161598985 2018-07-27 WILLIAM D. LORENZ CONSTRUCTION, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2018-07-27
Name of individual signing SPENCER BARCLAY
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ CONSTRUCTION, INC. 2016 161598985 2017-07-28 WILLIAM D. LORENZ CONSTRUCTION, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 205354793
Plan administrator’s name BENEFITGUARD, LLC
Plan administrator’s address 877 EAST 1200 SOUTH, #1272, OREM, UT, 84097
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2017-07-28
Name of individual signing SPENCER BARCLAY
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-WILLIAM D. LORENZ 2015 161598985 2016-07-25 WILLIAM D. LORENZ CONSTRUCTION, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-12-01
Business code 236110
Sponsor’s telephone number 7168632967
Plan sponsor’s address 4231 BILLO RD., CLARENCE, NY, 14031

Plan administrator’s name and address

Administrator’s EIN 205354793
Plan administrator’s name BENEFITGUARD, LLC
Plan administrator’s address 877 EAST 1200 SOUTH #1272, OREM, UT, 84097
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2016-07-25
Name of individual signing SPENCER BARCLAY

DOS Process Agent

Name Role Address
HARRIS BEACH LLP, ATT: RAY STAPELL, ESQ DOS Process Agent ONE GRIMSBY DRIVE, HAMBURG, NY, United States, 14075

Chief Executive Officer

Name Role Address
CAROL A LORENZ Chief Executive Officer 24 CLOVERLEAF DR, DEPEW, NY, United States, 14043

History

Start date End date Type Value
2001-01-03 2023-10-27 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
030326002843 2003-03-26 BIENNIAL STATEMENT 2003-01-01
010103000007 2001-01-03 CERTIFICATE OF INCORPORATION 2001-01-03

Date of last update: 11 Nov 2024

Sources: New York Secretary of State