Menu
Search icon

SENECA FINANCIAL ADVISORS LLC

Company Details

Name: SENECA FINANCIAL ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Apr 2008 (17 years ago)
Entity Number: 3658251
County: Monroe
Place of Formation: New York
Address: 500 LINDEN OAKS, STE 150, ROCHESTER, NY, United States, 14625
Address ZIP Code: 14625

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2023 262410135 2024-07-29 SENECA FINANCIAL ADVISORS LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing SENECA1234
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2022 262410135 2023-07-11 SENECA FINANCIAL ADVISORS LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing SENECA1234
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2021 262410135 2022-07-27 SENECA FINANCIAL ADVISORS LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing SENECA1234
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2020 262410135 2021-07-28 SENECA FINANCIAL ADVISORS LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2021-07-28
Name of individual signing SCOTT LEFEBRE
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2019 262410135 2020-07-30 SENECA FINANCIAL ADVISORS LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing SCOTT LEFEBRE
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2018 262410135 2019-07-31 SENECA FINANCIAL ADVISORS LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS SUITE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing SENECA1234
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2017 262410135 2018-07-27 SENECA FINANCIAL ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS SUITE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing SENECA1234
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2016 262410135 2017-10-09 SENECA FINANCIAL ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2017-10-09
Name of individual signing SENECA1234
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2015 262410135 2016-07-27 SENECA FINANCIAL ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing SCOTT LEFEBRE
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST 2014 262410135 2015-07-21 SENECA FINANCIAL ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-03-01
Business code 523900
Sponsor’s telephone number 5852031211
Plan sponsor’s address 500 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing SCOTT LEFEBRE
Role Employer/plan sponsor
Date 2015-07-21
Name of individual signing SCOTT LEFEBRE

DOS Process Agent

Name Role Address
SENECA FINANCIAL ADVISORS LLC DOS Process Agent 500 LINDEN OAKS, STE 150, ROCHESTER, NY, United States, 14625

History

Start date End date Type Value
2023-06-05 2024-05-07 Address 500 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2010-04-23 2023-06-05 Address 400 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2008-04-14 2010-04-23 Address 58 LARCHWOOD DRIVE, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240507004845 2024-05-07 BIENNIAL STATEMENT 2024-05-07
230605001437 2023-06-05 BIENNIAL STATEMENT 2022-04-01
120530003037 2012-05-30 BIENNIAL STATEMENT 2012-04-01
100423002229 2010-04-23 BIENNIAL STATEMENT 2010-04-01
080613000233 2008-06-13 CERTIFICATE OF PUBLICATION 2008-06-13
080414000707 2008-04-14 ARTICLES OF ORGANIZATION 2008-04-14

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 09 Nov 2024

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 nycompanysearch.com