Alan Lupton Associates, Inc.

North Carolina
Registered In
08/02/2001
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Alan Lupton Associates, Inc. at 343 N Main ST STE 201, Canandaigua, Ny 14424 lists Alan Lupton of Canandaigua, NY as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Business Corporation
Status
Multiple
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SEC | EDGAR Trellis.Law Recent News
Armstrong, Larry Registered Agent
975 WALNUT ST STE 300-D, CARY, NC 27511
Alan Lupton President
861 W LAKE RD, CANANDAIGUA, NY 14424
343 N MAIN ST STE 201, CANANDAIGUA, NY 14424 View Map

Financial Information for Alan Lupton Associates, Inc.

Form 5500

ALAN LUPTON ASSOCIATES, INC.

343 North Main St. Suite 201, Canandaigua, Ny 14424 (585) 393-4999 EIN:16-1034582 Plan Admin:Alan Lupton II
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$9,978,418 / $12,070,726 2023 ALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN - Plan #001 15 / 17 $9,978,418 / $12,070,726
2022 Plan NameALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$11,673,687 / $9,978,418 2022 ALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN - Plan #001 16 / 16 $11,673,687 / $9,978,418
2021 Plan NameALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$9,760,821 / $11,673,687 2021 ALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN - Plan #001 14 / 14 $9,760,821 / $11,673,687
2020 Plan NameALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$8,423,955 / $9,760,821 2020 ALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN - Plan #001 14 / 14 $8,423,955 / $9,760,821
2019 Plan NameALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$6,578,109 / $8,423,955 2019 ALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN - Plan #001 14 / 14 $6,578,109 / $8,423,955
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ALAN LUPTON ASSOCIATES INC

343 N Main St suite 201, CANANDAIGUA, NY 14424 Industry:Wholesale Trade Agents and Brokers
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$290,462 Forgiven$292,100 LenderThe Canandaigua National Bank and Trust Company Jobs14 04/15/2020 $290,462 $292,100 The Canandaigua National Bank and Trust Company 14
PPP Loans based on Paycheck Protection Program.
Address Match:343 N Main St Ste 201 Canandaigua, NY
Alan Lupton Associates Inc. Registered in Massachusetts
Boston, MA Canandaigua, NY View Report
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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