Alan Lupton Associates Inc. at Ontario County lists Alan Lupton Associates Inc. and Alan Lupton of Canandaigua, NY as the associates.
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Alan Lupton Associates Inc.
DOS Process
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201 343 NORTH MAIN ST, CANANDAIGUA, NY 14424
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Alan Lupton Associates Inc.
Location
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1159 PITTSFORD VICTOR RD STE 120, PITTSFORD, NY 14534
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Alan Lupton
CEO
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ALAN LUPTON, CANANDAIGUA, NY 14424
(View Past Addresses)
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Ontario County
View Map
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| 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 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 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 |
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Alan Lupton Associates Inc.
Registered in Massachusetts
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Boston, MA Canandaigua, NY | View Report | |
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Alan Lupton Associates, Inc.
Registered in North Carolina
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Canandaigua, NY Cary, NC | View Report |
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Alan Lupton Associates Inc
Registered in New Jersey
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View Report |