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SAGE, RUTTY & CO., INC.

Company Details

Name: SAGE, RUTTY & CO., INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Dec 1936 (88 years ago)
Entity Number: 60932
ZIP code: 14623
County: Monroe
Place of Formation: New York
Address: 100 CORPORATE WOODS SUITE 300, ROCHESTER, NY, United States, 14623

Shares Details

Shares issued 1000

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
86172 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623 585.512.2309

Filings since 2024-03-20

Form type X-17A-5
File number 008-00533
Filing date 2024-03-20
Reporting date 2023-12-31
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Filings since 2023-03-01

Form type X-17A-5
File number 008-00533
Filing date 2023-03-01
Reporting date 2022-12-31
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Filings since 2022-03-01

Form type X-17A-5
File number 008-00533
Filing date 2022-03-01
Reporting date 2021-12-31
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Filings since 2021-03-02

Form type X-17A-5
File number 008-00533
Filing date 2021-03-02
Reporting date 2020-12-31
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Filings since 2020-03-02

Form type X-17A-5
File number 008-00533
Filing date 2020-03-02
Reporting date 2019-12-31
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Filings since 2019-03-01

Form type X-17A-5
File number 008-00533
Filing date 2019-03-01
Reporting date 2018-12-31
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Filings since 2018-03-01

Form type X-17A-5
File number 008-00533
Filing date 2018-03-01
Reporting date 2017-12-31
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Filings since 2017-03-01

Form type X-17A-5
File number 008-00533
Filing date 2017-03-01
Reporting date 2016-12-31
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Filings since 2016-02-29

Form type X-17A-5
File number 008-00533
Filing date 2016-02-29
Reporting date 2015-12-31
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Filings since 2015-03-02

Form type X-17A-5
File number 008-00533
Filing date 2015-03-02
Reporting date 2014-12-31
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Filings since 2014-02-28

Form type X-17A-5
File number 008-00533
Filing date 2014-02-28
Reporting date 2013-12-31
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Filings since 2013-03-01

Form type X-17A-5
File number 008-00533
Filing date 2013-03-01
Reporting date 2012-12-31
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Filings since 2012-02-29

Form type X-17A-5
File number 008-00533
Filing date 2012-02-29
Reporting date 2011-12-31
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Filings since 2011-03-01

Form type X-17A-5
File number 008-00533
Filing date 2011-03-01
Reporting date 2010-12-31
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Filings since 2010-03-05

Form type X-17A-5/A
File number 008-00533
Filing date 2010-03-05
Reporting date 2009-12-31
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Filings since 2010-03-05

Form type X-17A-5/A
File number 008-00533
Filing date 2010-03-05
Reporting date 2009-12-31
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Filings since 2010-02-26

Form type X-17A-5
File number 008-00533
Filing date 2010-02-26
Reporting date 2009-12-31
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Filings since 2009-04-17

Form type X-17A-5/A
File number 008-00533
Filing date 2009-04-17
Reporting date 2008-12-31
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Filings since 2009-02-27

Form type X-17A-5
File number 008-00533
Filing date 2009-02-27
Reporting date 2008-12-31
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Filings since 2008-02-28

Form type X-17A-5
File number 008-00533
Filing date 2008-02-28
Reporting date 2007-12-31
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Filings since 2007-02-27

Form type X-17A-5
File number 008-00533
Filing date 2007-02-27
Reporting date 2006-12-31
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Filings since 2006-02-27

Form type X-17A-5
File number 008-00533
Filing date 2006-02-27
Reporting date 2005-12-31
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Filings since 2005-02-28

Form type X-17A-5
File number 008-00533
Filing date 2005-02-28
Reporting date 2004-12-31
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Filings since 2004-03-03

Form type X-17A-5
File number 008-00533
Filing date 2004-03-03
Reporting date 2003-12-31
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Filings since 2003-03-04

Form type X-17A-5
File number 008-00533
Filing date 2003-03-04
Reporting date 2002-12-31
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Filings since 2002-03-07

Form type X-17A-5
File number 008-00533
Filing date 2002-03-07
Reporting date 2001-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2023 160620690 2024-08-27 SAGE RUTTY & CO., INC. 96
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-05
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2024-08-27
Name of individual signing MELISSA CROPO
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2022 160620690 2023-06-29 SAGE RUTTY & CO., INC. 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2023-06-29
Name of individual signing MELISSA CROPO
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2021 160620690 2022-08-31 SAGE RUTTY & CO., INC. 72
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2022-08-31
Name of individual signing MELISSA CROPO
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2020 160620690 2021-07-19 SAGE RUTTY & CO., INC. 67
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2021-07-19
Name of individual signing ANNE CATILLAZ
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2019 160620690 2020-07-21 SAGE RUTTY & CO., INC. 66
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2020-07-21
Name of individual signing ANNE CATILLAZ
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2018 160620690 2019-05-30 SAGE RUTTY & CO., INC. 63
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2019-05-30
Name of individual signing ANNE CATILLAZ
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2017 160620690 2018-06-29 SAGE RUTTY & CO., INC. 65
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2018-06-29
Name of individual signing ANNE CATILLAZ
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2016 160620690 2017-07-05 SAGE RUTTY & CO., INC. 66
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2017-07-05
Name of individual signing ANNE CATILLAZ
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2015 160620690 2016-04-28 SAGE RUTTY & CO., INC. 62
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2016-04-28
Name of individual signing ANNE CATILLAZ
SAGE RUTTY & CO., INC. PROFIT SHARING AND 401(K) PLAN 2014 160620690 2015-04-09 SAGE RUTTY & CO., INC. 63
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-01-01
Business code 523120
Sponsor’s telephone number 5852323760
Plan sponsor’s address 100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623

Signature of

Role Plan administrator
Date 2015-04-09
Name of individual signing ANNE CATILLAZ

Chief Executive Officer

Name Role Address
WAYNE F. HOLLY Chief Executive Officer 100 CORPORATE WOODS SUITE 300, ROCHESTER, NY, United States, 14623

DOS Process Agent

Name Role Address
SAGE, RUTTY & CO., INC. DOS Process Agent 100 CORPORATE WOODS SUITE 300, ROCHESTER, NY, United States, 14623

History

Start date End date Type Value
2018-05-09 2018-12-21 Address 80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)
2011-01-25 2018-05-09 Address 100 CORPORATE WOODS, STE 300, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2001-10-17 2011-01-25 Address 1621 JEFFERSON RD, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2001-10-17 2009-10-07 Address 1621 JEFFERSON RD, ROCHESTER, NY, 14623, USA (Type of address: Principal Executive Office)
2001-10-17 2009-10-07 Address 1621 JEFFERSON RD, ROCHESTER, NY, 14623, USA (Type of address: Chief Executive Officer)
1939-07-19 2001-10-17 Address 45 EXCHANGE ST., ROCHESTER, NY, 14614, USA (Type of address: Service of Process)
1936-12-29 1939-07-19 Address 183 MAIN STREET EAST, ROCHESTER, NY, 14604, USA (Type of address: Service of Process)
1936-12-29 2009-01-30 Shares Share type: PAR VALUE, Number of shares: 1000, Par value: 100
1936-12-29 2007-06-19 Shares Share type: NO PAR VALUE, Number of shares: 100, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
201230060277 2020-12-30 BIENNIAL STATEMENT 2020-12-01
181221006453 2018-12-21 BIENNIAL STATEMENT 2018-12-01
180509000717 2018-05-09 CERTIFICATE OF CHANGE 2018-05-09
161201006167 2016-12-01 BIENNIAL STATEMENT 2016-12-01
141218006248 2014-12-18 BIENNIAL STATEMENT 2014-12-01
121221002246 2012-12-21 BIENNIAL STATEMENT 2012-12-01
110125002343 2011-01-25 BIENNIAL STATEMENT 2010-12-01
091007002520 2009-10-07 AMENDMENT TO BIENNIAL STATEMENT 2008-12-01
090130000647 2009-01-30 CERTIFICATE OF AMENDMENT 2009-01-30
081209002769 2008-12-09 BIENNIAL STATEMENT 2008-12-01

Date of last update: 17 Nov 2024

Sources: New York Secretary of State