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VISION FINANCIAL GROUP LLC

Company Details

Name: VISION FINANCIAL GROUP LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Sep 2021 (3 years ago)
Entity Number: 6272756
ZIP code: 14226
County: Erie
Place of Formation: New York
Address: 300 corporate parkway, suite 216n, amherst, NY, United States, 14226

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VISION FINANCIAL GROUP 401(K) PLAN 2023 871776380 2024-10-15 VISION FINANCIAL GROUP LLC 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-06-01
Business code 524210
Sponsor’s telephone number 7168521321
Plan sponsor’s address 300 CORPORATE PARKWAY SUITE 216N, AMHERST, NY, 14226

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing JOSEPH DILEO
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL GROUP 401(K) PLAN 2023 871776380 2024-10-15 VISION FINANCIAL GROUP LLC 68
Three-digit plan number (PN) 001
Effective date of plan 2008-06-01
Business code 524210
Sponsor’s telephone number 7168521321
Plan sponsor’s address 300 CORPORATE PARKWAY SUITE 216N, AMHERST, NY, 14226

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing TERA DILEO
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing JOSEPH DILEO
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL GROUP 401(K) PLAN 2022 871776380 2023-10-11 VISION FINANCIAL GROUP LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-06-01
Business code 524210
Sponsor’s telephone number 7168521321
Plan sponsor’s address 300 CORPORATE PARKWAY SUITE 216N, AMHERST, NY, 14226

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing TERA DILEO
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing JOSEPH DILEO
VISION FINANCIAL GROUP 401 (K) PLAN 2022 871776380 2023-10-11 VISION FINANCIAL GROUP, LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-06-01
Business code 524210
Sponsor’s telephone number 7168176662
Plan sponsor’s DBA name VISION FINANCIAL GROUP
Plan sponsor’s address 300 CORPORATE PKWY, SUITE 216N, AMHERST, NY, 14226

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing TERA DILEO

DOS Process Agent

Name Role Address
the llc DOS Process Agent 300 corporate parkway, suite 216n, amherst, NY, United States, 14226

History

Start date End date Type Value
2021-09-02 2021-11-13 Address 300 corporate parkway, suite 216n, amherst, NY, 14226, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
211113000476 2021-11-12 CERTIFICATE OF PUBLICATION 2021-11-12
210902001239 2021-09-01 ARTICLES OF ORGANIZATION 2021-09-01

Date of last update: 20 Nov 2024

Sources: New York Secretary of State