Wellington Steele and Associates, Inc. at Monroe County lists Wellington Steele And Associates, Inc. and Edward L Leva of Rochester, NY as the associates.
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Wellington Steele And Associates, Inc.
DOS Process
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95 ALLIANCE DR, ROCHESTER, NY 14623
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Edward L Leva
CEO
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EDWARD L LEVA, ROCHESTER, NY 14623
(View Past Addresses)
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Edward L Leva
Location
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95 ALLIANCE DR, ROCHESTER, NY 14623
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Monroe County
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$2,121,116 / $2,166,828 | 2023 | WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 14 / 12 | $2,121,116 / $2,166,828 |
| 2022 | Plan NameWELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY51 / 39 Assets BOY/EOY$3,109,811 / $2,121,116 | 2022 | WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 51 / 39 | $3,109,811 / $2,121,116 |
| 2021 | Plan NameWELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY67 / 58 Assets BOY/EOY$3,041,038 / $3,109,811 | 2021 | WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 67 / 58 | $3,041,038 / $3,109,811 |
| 2020 | Plan NameWELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY75 / 61 Assets BOY/EOY$2,667,895 / $3,041,038 | 2020 | WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 75 / 61 | $2,667,895 / $3,041,038 |
| 2019 | Plan NameWELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY72 / 68 Assets BOY/EOY$1,997,245 / $2,667,895 | 2019 | WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 72 / 68 | $1,997,245 / $2,667,895 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/25/2021 | Approved$1,321,124 Forgiven$1,330,886 LenderThe Canandaigua National Bank and Trust Company Jobs111 | 01/25/2021 | $1,321,124 | $1,330,886 | The Canandaigua National Bank and Trust Company | 111 |
| 04/29/2020 | Approved$1,275,887 Forgiven$1,286,378 LenderThe Canandaigua National Bank and Trust Company Jobs111 | 04/29/2020 | $1,275,887 | $1,286,378 | The Canandaigua National Bank and Trust Company | 111 |
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