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FINANCIAL ARCHITECTS UPSTATE, LLC

Company Details

Name: FINANCIAL ARCHITECTS UPSTATE, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Jan 2009 (16 years ago)
Entity Number: 3762966
County: Monroe
Place of Formation: New York
Address: 37 PEWTER ROCK, WEBSTER, NY, United States, 14580
Address ZIP Code: 14580

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2016 264051409 2017-06-21 FINANCIAL ARCHITECTS UPSTATE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5852625600
Plan sponsor’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2017-06-21
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2015 264051409 2016-05-06 FINANCIAL ARCHITECTS UPSTATE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5852625600
Plan sponsor’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2016-05-06
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2014 264051409 2015-10-15 FINANCIAL ARCHITECTS UPSTATE, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5852625600
Plan sponsor’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2015-10-15
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2013 264051409 2014-05-06 FINANCIAL ARCHITECTS UPSTATE, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5852625600
Plan sponsor’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2014-05-06
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2012 264051409 2013-09-27 FINANCIAL ARCHITECTS UPSTATE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5852625600
Plan sponsor’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604

Signature of

Role Plan administrator
Date 2013-09-27
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2011 264051409 2012-06-22 FINANCIAL ARCHITECTS UPSTATE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5852625600
Plan sponsor’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604

Plan administrator’s name and address

Administrator’s EIN 264051409
Plan administrator’s name FINANCIAL ARCHITECTS UPSTATE, LLC
Plan administrator’s address 700 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604
Administrator’s telephone number 5852625600

Signature of

Role Plan administrator
Date 2012-06-22
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2010 264051409 2011-09-16 FINANCIAL ARCHITECTS UPSTATE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5853998304
Plan sponsor’s address 600 CLINTON SQUARE, ROCHESTER, NY, 14604

Plan administrator’s name and address

Administrator’s EIN 264051409
Plan administrator’s name FINANCIAL ARCHITECTS UPSTATE, LLC
Plan administrator’s address 600 CLINTON SQUARE, ROCHESTER, NY, 14604
Administrator’s telephone number 5853998304

Signature of

Role Plan administrator
Date 2011-09-16
Name of individual signing WILLIAM COSTELLO
FINANCIAL ARCHITECTS UPSTATE 401(K) PLAN 2009 264051409 2010-09-23 FINANCIAL ARCHITECTS UPSTATE, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5853998304
Plan sponsor’s address 600 CLINTON SQUARE, ROCHESTER, NY, 14604

Plan administrator’s name and address

Administrator’s EIN 264051409
Plan administrator’s name FINANCIAL ARCHITECTS UPSTATE, LLC
Plan administrator’s address 600 CLINTON SQUARE, ROCHESTER, NY, 14604
Administrator’s telephone number 5853998304

Signature of

Role Plan administrator
Date 2010-09-22
Name of individual signing WILLIAM COSTELLO

DOS Process Agent

Name Role Address
WILLIAM COSTELLO DOS Process Agent 37 PEWTER ROCK, WEBSTER, NY, United States, 14580

History

Start date End date Type Value
2009-01-14 2011-03-02 Address 3400 HSBC CENTER, BUFFALO, NY, 14203, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
150106006168 2015-01-06 BIENNIAL STATEMENT 2015-01-01
130117006149 2013-01-17 BIENNIAL STATEMENT 2013-01-01
110302002713 2011-03-02 BIENNIAL STATEMENT 2011-01-01
090318000064 2009-03-18 CERTIFICATE OF PUBLICATION 2009-03-18
090114000294 2009-01-14 ARTICLES OF ORGANIZATION 2009-01-14

Date of last update: 08 Nov 2024

Sources: New York Secretary of State