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WELLINGTON STEELE AND ASSOCIATES, INC.

Company Details

Name: WELLINGTON STEELE AND ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 13 Feb 2002 (23 years ago) (Companies founded in February 2002)
Entity Number: 2730761
ZIP code: 14607 (Companies in Monroe, 14607)
County: Monroe
Place of Formation: New York
Address: 720 EAST AVENUE, ROCHESTER, NY, United States, 14607

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
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2023 030399344 2024-07-01 WELLINGTON STEELE AND ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVENUE, ROCHESTER, NY, 14607
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2022 030399344 2023-06-06 WELLINGTON STEELE AND ASSOCIATES, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVENUE, ROCHESTER, NY, 14607
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2021 030399344 2022-04-05 WELLINGTON STEELE AND ASSOCIATES, INC. 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2022-04-05
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2022-04-05
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2020 030399344 2021-04-07 WELLINGTON STEELE AND ASSOCIATES, INC. 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2021-04-07
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2021-04-07
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2019 030399344 2020-04-07 WELLINGTON STEELE AND ASSOCIATES, INC. 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2020-04-07
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2020-04-07
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2018 030399344 2019-07-15 WELLINGTON STEELE AND ASSOCIATES, INC. 88
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2019-07-15
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2019-07-15
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2017 030399344 2018-08-14 WELLINGTON STEELE AND ASSOCIATES, INC. 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2018-08-14
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2018-08-14
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2016 030399344 2017-05-22 WELLINGTON STEELE AND ASSOCIATES, INC. 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2017-05-22
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2017-05-22
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN 2015 030399344 2016-07-26 WELLINGTON STEELE AND ASSOCIATES, INC. 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2016-07-26
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2016-07-26
Name of individual signing EDWARD LEVA
WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLA 2014 030399344 2015-08-21 WELLINGTON STEELE AND ASSOCIATES, INC. 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 561300
Sponsor’s telephone number 5853604350
Plan sponsor’s address 720 EAST AVE, ROCHESTER, NY, 14607

Signature of

Role Plan administrator
Date 2015-08-21
Name of individual signing EDWARD LEVA
Role Employer/plan sponsor
Date 2015-08-21
Name of individual signing EDWARD LEVA

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 720 EAST AVENUE, ROCHESTER, NY, United States, 14607

Chief Executive Officer

Name Role Address
EDWARD L LEVA Chief Executive Officer 720 EAST AVENUE, ROCHESTER, NY, United States, 14607

History

Start date End date Type Value
2024-05-29 2024-07-18 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-05-14 2024-05-29 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-05-14 2024-05-14 Address 720 EAST AVENUE, ROCHESTER, NY, 14607, USA (Type of address: Chief Executive Officer)
2024-05-14 2024-05-14 Address 95 ALLIANCE DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
2006-04-28 2024-05-14 Address 95 ALLIANCE DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
2006-04-28 2024-05-14 Address 95 ALLIANCE DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2004-11-01 2006-04-28 Address 95 ALLIANCE DR, ROCHESTER, NY, 14623, USA (Type of address: Principal Executive Office)
2004-11-01 2006-04-28 Address 95 ALLIANCE DR, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
2002-02-13 2024-05-14 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2002-02-13 2006-04-28 Address 95 ALLIANCE DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240514001682 2024-05-14 BIENNIAL STATEMENT 2024-05-14
200416060293 2020-04-16 BIENNIAL STATEMENT 2020-02-01
180621006224 2018-06-21 BIENNIAL STATEMENT 2018-02-01
140407002247 2014-04-07 BIENNIAL STATEMENT 2014-02-01
120322002272 2012-03-22 BIENNIAL STATEMENT 2012-02-01
100319003202 2010-03-19 BIENNIAL STATEMENT 2010-02-01
080226002134 2008-02-26 BIENNIAL STATEMENT 2008-02-01
060428002207 2006-04-28 BIENNIAL STATEMENT 2006-02-01
041101002689 2004-11-01 BIENNIAL STATEMENT 2004-02-01
020213000003 2002-02-13 CERTIFICATE OF INCORPORATION 2002-02-13

Date of last update: 11 Nov 2024

Sources: New York Secretary of State