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JAMES H. HAMILL ASSOCIATES, INC.

Headquarter

Company Details

Name: JAMES H. HAMILL ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 08 Jan 1951 (74 years ago)
Entity Number: 66278
County: Monroe
Place of Formation: New York
Principal Address: 120 LINDEN AVENUE, SUITE 150, ROCHESTER, NY, United States, 14625
Principal Address ZIP Code: 14625
Address: 120 Linden Oaks, Suite 150, Hamill Insurance, Rochester, NY, United States, 14625
Address ZIP Code: 14625

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Links between entities

Type Company Name Company Number State
Headquarter of JAMES H. HAMILL ASSOCIATES, INC. 1242113 CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN 2023 160767228 2024-08-23 JAMES H. HAMILL ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-08-23
Name of individual signing TARA EVANS, FOR TAG RESOURCES
JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN 2022 160767228 2023-10-06 JAMES H. HAMILL ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-10-06
Name of individual signing TARA EVANS, FOR TAG RESOURCES
JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN 2021 160767228 2022-09-23 JAMES H. HAMILL ASSOCIATES, INC. 14
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2022-09-23
Name of individual signing TARA EVANS
JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN 2021 160767228 2023-10-05 JAMES H. HAMILL ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-10-05
Name of individual signing TARA EVANS, FOR TAG RESOURCES
JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN 2020 160767228 2022-09-20 JAMES H. HAMILL ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2022-09-20
Name of individual signing TARA EVANS
JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN 2020 160767228 2021-07-08 JAMES H. HAMILL ASSOCIATES, INC. 13
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, SUITE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2021-07-08
Name of individual signing PHIL TISUE
JAMES H. HAMILL ASSOCIATES, INC. RETIREMENT PLAN 2019 160767228 2020-06-03 JAMES H. HAMILL ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 160767228
Plan administrator’s name JAMES H. HAMILL ASSOCIATES, INC.
Plan administrator’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625
Administrator’s telephone number 5855442520

Signature of

Role Plan administrator
Date 2020-06-03
Name of individual signing KEVIN PINO
JAMES H. HAMILL ASSOCIATES, INC. RETIREMENT PLAN 2018 160767228 2019-08-19 JAMES H. HAMILL ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 160767228
Plan administrator’s name JAMES H. HAMILL ASSOCIATES, INC.
Plan administrator’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625
Administrator’s telephone number 5855442520

Signature of

Role Plan administrator
Date 2019-08-19
Name of individual signing KEVIN PINO
JAMES H. HAMILL ASSOCIATES, INC. RETIREMENT PLAN 2017 160767228 2018-05-30 JAMES H. HAMILL ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 160767228
Plan administrator’s name JAMES H. HAMILL ASSOCIATES, INC.
Plan administrator’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625
Administrator’s telephone number 5855442520

Signature of

Role Plan administrator
Date 2018-05-30
Name of individual signing KEVIN PINO
JAMES H. HAMILL ASSOCIATES, INC. RETIREMENT PLAN 2016 160767228 2017-07-21 JAMES H. HAMILL ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5855442520
Plan sponsor’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625

Plan administrator’s name and address

Administrator’s EIN 160767228
Plan administrator’s name JAMES H. HAMILL ASSOCIATES, INC.
Plan administrator’s address 120 LINDEN OAKS, STE 150, ROCHESTER, NY, 14625
Administrator’s telephone number 5855442520

Signature of

Role Plan administrator
Date 2017-07-21
Name of individual signing KEVIN PINO

DOS Process Agent

Name Role Address
JAMES H. HAMILL ASSOCIATES, INC. DOS Process Agent 120 Linden Oaks, Suite 150, Hamill Insurance, Rochester, NY, United States, 14625

Chief Executive Officer

Name Role Address
CHARLES N. PASQUALE Chief Executive Officer 120 LINDEN AVENUE, SUITE 150, ROCHESTER, NY, United States, 14625

History

Start date End date Type Value
2024-10-02 2024-10-02 Address 120 LINDEN AVENUE, SUITE 150, ROCHESTER, NY, 14625, USA (Type of address: Chief Executive Officer)
2024-03-14 2024-10-02 Shares Share type: PAR VALUE, Number of shares: 10000, Par value: 10
2023-09-29 2024-03-14 Shares Share type: PAR VALUE, Number of shares: 10000, Par value: 10
2022-06-09 2023-09-29 Shares Share type: PAR VALUE, Number of shares: 10000, Par value: 10
2022-06-09 2022-06-09 Shares Share type: PAR VALUE, Number of shares: 10000, Par value: 10
2021-01-04 2024-10-02 Address 120 LINDEN OAKS SUITE 150, HAMILL INSURANCE, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2019-12-06 2021-01-04 Address 469 MAPLEWOOD LANE, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2015-01-06 2024-10-02 Address 120 LINDEN AVENUE, SUITE 150, ROCHESTER, NY, 14625, USA (Type of address: Chief Executive Officer)
2015-01-06 2019-12-06 Address 120 LINDEN AVENUE, SUITE 150, ROCHESTER, NY, 14625, USA (Type of address: Service of Process)
2001-01-03 2015-01-06 Address 1295 PORTLAND AVE, ROCHESTER, NY, 14621, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
241002003442 2024-10-02 BIENNIAL STATEMENT 2024-10-02
210104060965 2021-01-04 BIENNIAL STATEMENT 2021-01-01
191206060040 2019-12-06 BIENNIAL STATEMENT 2019-01-01
170109007170 2017-01-09 BIENNIAL STATEMENT 2017-01-01
150106006099 2015-01-06 BIENNIAL STATEMENT 2015-01-01
130110006327 2013-01-10 BIENNIAL STATEMENT 2013-01-01
110314002294 2011-03-14 BIENNIAL STATEMENT 2011-01-01
081231002845 2008-12-31 BIENNIAL STATEMENT 2009-01-01
070111002894 2007-01-11 BIENNIAL STATEMENT 2007-01-01
021230002434 2002-12-30 BIENNIAL STATEMENT 2003-01-01

Date of last update: 30 Oct 2024

Sources: New York Secretary of State