Strategic Financial Services, Inc.
New York
New York
Registered In
10/20/1988
Incorp. Date
Company Summary
Strategic Financial Services, Inc. at Oneida County lists Strategic Financial Services, Inc. and Alan R Leist Jr of Utica, NY as the associates.
Overview
Registered In
New York
Incorporation Date
Company Type
Domestic Business Corporation
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
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Strategic Financial Services, Inc.
DOS Process
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114 BUSINESS PARK DR, UTICA, NY 13502
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Alan R Leist Jr
CEO
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ALAN R LEIST JR, UTICA, NY 13502
(View Past Addresses)
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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Oneida County
View Map
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Financials
Financial Information for Strategic Financial Services, Inc.
Form 5500
STRATEGIC FINANCIAL SERVICES, INC.
114 Business Park Dr, Utica, Ny 13502 (315) 272-1934 EIN:16-1334685 Plan Admin:Nancy Meininger| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSTRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 38 Assets BOY/EOY$10,047,820 / $11,765,103 | 2023 | STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 | 42 / 38 | $10,047,820 / $11,765,103 |
| 2022 | Plan NameSTRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY40 / 41 Assets BOY/EOY$10,773,085 / $10,047,820 | 2022 | STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 | 40 / 41 | $10,773,085 / $10,047,820 |
| 2021 | Plan NameSTRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY31 / 40 Assets BOY/EOY$8,663,380 / $10,773,084 | 2021 | STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 | 31 / 40 | $8,663,380 / $10,773,084 |
| 2020 | Plan NameSTRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY37 / 30 Assets BOY/EOY$9,174,734 / $8,663,380 | 2020 | STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN - Plan #001 | 37 / 30 | $9,174,734 / $8,663,380 |
| 2019 | Plan NameSTRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY37 / 37 Assets BOY/EOY$7,429,603 / $9,174,734 | 2019 | STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN - Plan #001 | 37 / 37 | $7,429,603 / $9,174,734 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Person/City Match:Alan R Leist Jr - Utica, NY
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Person/Address Match:Strategic Financial Services Inc -
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Related Business Names:
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor
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