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  5. ROCHESTER EQUITY PARTNERS, INC.

ROCHESTER EQUITY PARTNERS, INC.

Headquarter

Company Details

Name: ROCHESTER EQUITY PARTNERS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 Oct 2005 (19 years ago)
Entity Number: 3271216
ZIP code: 14623
County: Monroe
Place of Formation: New York
Address: 755 JEFFERSON ROAD, SUITE 300, ROCHESTER, NY, United States, 14623

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Links between entities

Type Company Name Company Number State
Headquarter of ROCHESTER EQUITY PARTNERS, INC., ILLINOIS CORP_66290271 ILLINOIS
Headquarter of ROCHESTER EQUITY PARTNERS, INC., FLORIDA F08000004796 FLORIDA
Headquarter of ROCHESTER EQUITY PARTNERS, INC., RHODE ISLAND 000486702 RHODE ISLAND

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROCHESTER EQUITY PARTNERS, INC. 2017 203683543 2018-07-24 ROCHESTER EQUITY PARTNERS, INC. 125
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2017-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 755 JEFFERSON RD STE 300, ROCHESTER, NY, 146233270
Plan sponsor’s address 755 JEFFERSON RD STE 300, ROCHESTER, NY, 146233270

Number of participants as of the end of the plan year
Active participants 125

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2016 203683543 2017-04-11 ROCHESTER EQUITY PARTNERS, INC. 138
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2016-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 146232800
Plan sponsor’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 146232800

Plan administrator’s name and address
Administrator’s EIN 203683543
Plan administrator’s name ROCHESTER EQUITY PARTNERS, INC.
Plan administrator’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 146232800
Administrator’s telephone number 5854544770

Number of participants as of the end of the plan year
Active participants 138
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-04-11
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2015 203686543 2016-05-17 ROCHESTER EQUITY PARTNERS, INC. 155
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2014-09-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 146232800
Plan sponsor’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 146232800

Plan administrator’s name and address
Administrator’s EIN 203686543
Plan administrator’s name ROCHESTER EQUITY PARTNERS, INC.
Plan administrator’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 146232800
Administrator’s telephone number 5854544770

Number of participants as of the end of the plan year
Active participants 135
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of
Role Plan administrator
Date 2016-05-17
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2014 203683543 2015-06-25 ROCHESTER EQUITY PARTNERS, INC. 148
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2014-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623
Plan sponsor’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623

Number of participants as of the end of the plan year
Retired or separated participants receiving benefits 0

Signature of
Role Plan administrator
Date 2015-06-25
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2014 203683543 2015-02-20 ROCHESTER EQUITY PARTNERS, INC. 148
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623
Plan sponsor’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623

Number of participants as of the end of the plan year
Retired or separated participants receiving benefits 0

Signature of
Role Plan administrator
Date 2015-02-20
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2013 203683543 2015-06-25 ROCHESTER EQUITY PARTNERS, INC. 104
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623
Plan sponsor’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623

Number of participants as of the end of the plan year
Active participants 103
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2015-06-25
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2013 203683543 2015-02-20 ROCHESTER EQUITY PARTNERS, INC. 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s DBA name WEBTITLE AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623
Plan sponsor’s address 500-A CANAL VIEW BLVD, ROCHESTER, NY, 14623

Number of participants as of the end of the plan year
Active participants 103
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2015-02-20
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, INC. 2012 203683543 2015-06-25 ROCHESTER EQUITY PARTNERS, INC. 116
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2012-09-01
Business code 531390
Plan sponsor’s DBA name WEBTITLE AGENCY AND CASCADE SETTLEMENT AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD., ROCHESTER, NY, 14623
Plan sponsor’s address 500-A CANAL VIEW BLVD., ROCHESTER, NY, 14623

Number of participants as of the end of the plan year
Active participants 116
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of
Role Plan administrator
Date 2015-06-25
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS, LLC. 2012 203683543 2013-12-06 ROCHESTER EQUITY PARTNERS, INC. 116
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2012-09-01
Business code 531390
Plan sponsor’s DBA name WEBTITLE AGENCY AND CASCADE SETTLEMENT AGENCY
Plan sponsor’s mailing address 500-A CANAL VIEW BLVD., ROCHESTER, NY, 14623
Plan sponsor’s address 500-A CANAL VIEW BLVD., ROCHESTER, NY, 14623

Number of participants as of the end of the plan year
Active participants 116
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of
Role Plan administrator
Date 2013-12-06
Name of individual signing ALLYSON TREECE CURRY
Valid signature Filed with authorized/valid electronic signature
ROCHESTER EQUITY PARTNERS 401(K) PROFIT SHARING PLAN 2011 203683543 2012-04-11 ROCHESTER EQUITY PARTNERS 105
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531390
Sponsor’s telephone number 5854544770
Plan sponsor’s address 62 CASCADE DRIVE SUITE 202, ROCHESTER, NY, 14614

Plan administrator’s name and address
Administrator’s EIN 203683543
Plan administrator’s name ROCHESTER EQUITY PARTNERS
Plan administrator’s address 62 CASCADE DRIVE SUITE 202, ROCHESTER, NY, 14614
Administrator’s telephone number 5854544770

Signature of
Role Plan administrator
Date 2012-04-11
Name of individual signing JOHN NITSCHE
Role Employer/plan sponsor
Date 2012-04-11
Name of individual signing JOHN NITSCHE

DOS Process Agent

Name Role Address
ROCHESTER EQUITY PARTNERS, INC. DOS Process Agent 755 JEFFERSON ROAD, SUITE 300, ROCHESTER, NY, United States, 14623

Chief Executive Officer

Name Role Address
MATTHEW L. SCHULER Chief Executive Officer 755 JEFFERSON ROAD, SUITE 300, ROCHESTER, NY, United States, 14623

History

Start date End date Type Value
2024-06-12 2024-06-12 Address 755 JEFFERSON ROAD, SUITE 300, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
2020-05-26 2024-06-12 Address 755 JEFFERSON ROAD, SUITE 300, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2020-05-26 2024-06-12 Address 755 JEFFERSON ROAD, SUITE 300, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
2013-10-15 2020-05-26 Address 500A CANAL VIEW DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2012-09-26 2020-05-26 Address 500A CANAL VIEW DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Principal Executive Office)
2012-09-26 2020-05-26 Address 500A CANAL VIEW DRIVE, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
2007-10-17 2013-10-15 Address 69 CASCADE DRIVE, STE 202, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)
2007-10-17 2012-09-26 Address 69 CASCADE DRIVE, STE 202, ROCHESTER, NY, 14614, USA (Type of address: Principal Executive Office)
2007-10-17 2012-09-26 Address 69 CASCADE DRIVE, STE 202, ROCHESTER, NY, 14614, USA (Type of address: Chief Executive Officer)
2007-08-31 2007-10-17 Address 69 CASCADE DRIVE, SUITE 202, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240612002056 2024-06-12 BIENNIAL STATEMENT 2024-06-12
200526060196 2020-05-26 BIENNIAL STATEMENT 2019-10-01
171003006970 2017-10-03 BIENNIAL STATEMENT 2017-10-01
151013006317 2015-10-13 BIENNIAL STATEMENT 2015-10-01
131015006712 2013-10-15 BIENNIAL STATEMENT 2013-10-01
120926002308 2012-09-26 AMENDMENT TO BIENNIAL STATEMENT 2011-10-01
111018002818 2011-10-18 BIENNIAL STATEMENT 2011-10-01
091006002814 2009-10-06 BIENNIAL STATEMENT 2009-10-01
071017002863 2007-10-17 BIENNIAL STATEMENT 2007-10-01
070831000388 2007-08-31 CERTIFICATE OF CHANGE 2007-08-31

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Nov 2024

Sources: New York Secretary of State

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