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  5. COLGAN CAPITAL, LLC

COLGAN CAPITAL, LLC

Company Details

Name: COLGAN CAPITAL, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Dec 2006 (18 years ago)
Entity Number: 3446759
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 179 SULLY'S TRAIL, SUITE 302, PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MONTAGE WEALTH MANAGEMENT 401(K) 2018 208021914 2019-01-21 COLGAN CAPITAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s DBA name MONTAGE WEALTH MANAGEMENT
Plan sponsor’s address 179 SULLY'S TRAIL, SUITE 301, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2019-01-21
Name of individual signing MARK R COLGAN
MONTAGE WEALTH MANAGEMENT 401(K) 2016 208021914 2017-07-12 COLGAN CAPITAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s DBA name MONTAGE WEALTH MANAGEMENT
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2017-07-12
Name of individual signing MARK COLGAN
Role Employer/plan sponsor
Date 2017-07-12
Name of individual signing MARK COLGAN
MONTAGE WEALTH MANAGEMENT 401(K) 2015 208021914 2016-09-13 COLGAN CAPITAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s DBA name MONTAGE WEALTH MANAGEMENT
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2016-09-13
Name of individual signing MARK COLGAN
COLGAN CAPITAL 401(K) PROFIT SHARING PLAN 2014 208021914 2015-07-21 COLGAN CAPITAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s DBA name MONTAGE WEALTH MANGEMENT
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing MARK COLGAN
Role Employer/plan sponsor
Date 2015-07-21
Name of individual signing MARK COLGAN
COLGAN CAPITAL 401(K) PROFIT SHARING PLAN 2013 208021914 2014-07-22 COLGAN CAPITAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s address 179 SULLY'S TRAIL, SUITE 301, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2014-07-22
Name of individual signing MARK COLGAN
COLGAN CAPITAL 401(K) PROFIT SHARING PLAN 2012 208021914 2013-07-18 COLGAN CAPITAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s address 179 SULLY'S TRAIL, SUITE 301, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2013-07-18
Name of individual signing MARK COLGAN
COLGAN CAPITAL 401(K) PROFIT SHARING PLAN 2011 208021914 2012-07-16 COLGAN CAPITAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 208021914
Plan administrator’s name COLGAN CAPITAL, LLC
Plan administrator’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534
Administrator’s telephone number 5854192270

Signature of
Role Plan administrator
Date 2012-07-16
Name of individual signing MARK COLGAN
COLGAN CAPITAL 401(K) PROFIT SHARING PLAN 2010 208021914 2011-06-13 COLGAN CAPITAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 208021914
Plan administrator’s name COLGAN CAPITAL, LLC
Plan administrator’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534
Administrator’s telephone number 5854192270

Signature of
Role Plan administrator
Date 2011-06-13
Name of individual signing MARK COLGAN
Role Employer/plan sponsor
Date 2011-06-13
Name of individual signing MARK COLGAN
COLGAN CAPITAL 401(K) PROFIT SHARING PLAN 2009 208021914 2010-06-25 COLGAN CAPITAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-07
Business code 523900
Sponsor’s telephone number 5854192270
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534

Plan administrator’s name and address
Administrator’s EIN 208021914
Plan administrator’s name COLGAN CAPITAL, LLC
Plan administrator’s address 179 SULLYS TRAIL, SUITE 301, PITTSFORD, NY, 14534
Administrator’s telephone number 5854192270

Signature of
Role Plan administrator
Date 2010-06-25
Name of individual signing MARK R COLGAN

DOS Process Agent

Name Role Address
COLGAN CAPITAL, LLC DOS Process Agent 179 SULLY'S TRAIL, SUITE 302, PITTSFORD, NY, United States, 14534

Agent

Name Role
REGISTERED AGENT REVOKED Agent

History

Start date End date Type Value
2008-02-25 2016-12-20 Address 179 SULLY'S TRAIL, SUITE 301, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2006-12-07 2008-02-25 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Registered Agent)
2006-12-07 2008-02-25 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
201204060950 2020-12-04 BIENNIAL STATEMENT 2020-12-01
181219006683 2018-12-19 BIENNIAL STATEMENT 2018-12-01
161220006176 2016-12-20 BIENNIAL STATEMENT 2016-12-01
160624006021 2016-06-24 BIENNIAL STATEMENT 2014-12-01
121214006309 2012-12-14 BIENNIAL STATEMENT 2012-12-01
110308002067 2011-03-08 BIENNIAL STATEMENT 2010-12-01
090220002344 2009-02-20 BIENNIAL STATEMENT 2008-12-01
080225000375 2008-02-25 CERTIFICATE OF CHANGE 2008-02-25
061207000929 2006-12-07 ARTICLES OF ORGANIZATION 2006-12-07

Related by officers

REGISTERED AGENT REVOKED

AG MM, L.P. TECHSPACE NEW YORK INC. BH SALES & MARKETING, LLC KOC FUNDING CORPORATION TRANS POWER MAURITIUS AG REALTY VII (AU) INVESTMENTS, L.P. AG REALTY VII (TE) INVESTMENTS LLC AG REALTY FUND VII(AC), L.P. AG PRIVATE EQUITY PARTNERS II, L.P. SILVER OAK CAPITAL LLC

Related by address

179 SULLY'S TRAIL, SUITE 302, PITTSFORD, NY, United States, 14534

PLAN YOUR LEGACY, LLC

Date of last update: 09 Nov 2024

Sources: New York Secretary of State

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