Seneca Financial Advisors LLC

New York

Registered In

04/14/2008

Incorp. Date

Company Summary

Seneca Financial Advisors LLC at Monroe County lists Seneca Financial Advisors Llc of Rochester, NY as the associate.

Overview

Registered In

New York

Incorporation Date

04/14/2008

Company Type

Domestic Limited Liability Company

Status

Not Available

Registration Type

Domestic

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Seneca Financial Advisors Llc DOS Process

500 LINDEN OAKS STE 150, ROCHESTER, NY 14625 (View Past Addresses)

Map & Locations

Monroe County View Map

Financials

Financial Information for Seneca Financial Advisors LLC

Form 5500

SENECA FINANCIAL ADVISORS LLC

500 Linden Oaks STE 150, Rochester, Ny 14625 (585) 203-1211 EIN:26-2410135 Plan Admin:Seneca1234

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$2,572,685 / $2,430,685	2022	SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST - Plan #001	22 / 23	$2,572,685 / $2,430,685
2021	Plan NameSENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$2,074,452 / $2,572,685	2021	SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST - Plan #001	19 / 22	$2,074,452 / $2,572,685
2020	Plan NameSENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,707,139 / $2,074,452	2020	SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST - Plan #001	19 / 19	$1,707,139 / $2,074,452
2019	Plan NameSENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$1,471,353 / $1,707,139	2019	SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST - Plan #001	17 / 19	$1,471,353 / $1,707,139

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SENECA FINANCIAL ADVISORS, LLC

500 Linden Oaks Suite 150, ROCHESTER, NY 14625 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$222,400 Forgiven$224,680 LenderFive Star Bank Jobs11	04/14/2020	$222,400	$224,680	Five Star Bank	11

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration