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SAGE CONSULTING AND WEALTH PRESERVATION, INC.

Company Details

Name: SAGE CONSULTING AND WEALTH PRESERVATION, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 03 Mar 2000 (25 years ago)
Entity Number: 2481273
ZIP code: 12020
County: Saratoga
Place of Formation: New York
Address: 376 BROADWAY, STE 26, SARATOGA SPRINGS, NY, United States, 12866
Address: 5 Hemphill Pl, Ste 224, Malta, NY, United States, 12020

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
SAGE CONSULTING AND WEALTH PRESERVATION, INC. DOS Process Agent 5 Hemphill Pl, Ste 224, Malta, NY, United States, 12020

Chief Executive Officer

Name Role Address
JASON H KURCHNER Chief Executive Officer 376 BROADWAY, STE 26, SARATOGA SPRINGS, NY, United States, 12866

History

Start date End date Type Value
2024-08-22 2024-08-22 Address 376 BROADWAY, STE 26, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Chief Executive Officer)
2018-04-04 2024-08-22 Address 376 BROADWAY, STE 26, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2018-04-04 2024-08-22 Address 376 BROADWAY, STE 26, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Chief Executive Officer)
2014-04-01 2018-04-04 Address 125 HIGH ROCK AVE, STE 103, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2014-04-01 2018-04-04 Address 125 HIGH ROCK AVE, STE 103, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Chief Executive Officer)
2014-04-01 2018-04-04 Address 125 HIGH ROCK AVE, STE 103, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Principal Executive Office)
2002-02-22 2014-04-01 Address 340 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Chief Executive Officer)
2002-02-22 2014-04-01 Address 340 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Principal Executive Office)
2000-03-03 2024-08-22 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2000-03-03 2014-04-01 Address 340 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240822001160 2024-08-22 BIENNIAL STATEMENT 2024-08-22
180404006697 2018-04-04 BIENNIAL STATEMENT 2018-03-01
160315006343 2016-03-15 BIENNIAL STATEMENT 2016-03-01
140401006247 2014-04-01 BIENNIAL STATEMENT 2014-03-01
120410002674 2012-04-10 BIENNIAL STATEMENT 2012-03-01
100507002849 2010-05-07 BIENNIAL STATEMENT 2010-03-01
080304003270 2008-03-04 BIENNIAL STATEMENT 2008-03-01
040304002718 2004-03-04 BIENNIAL STATEMENT 2004-03-01
020222002336 2002-02-22 BIENNIAL STATEMENT 2002-03-01
000303000908 2000-03-03 CERTIFICATE OF INCORPORATION 2000-03-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2821057103 2020-04-11 0248 PPP 376 Broadway Suite 26, SARATOGA SPRINGS, NY, 12866-3108
Loan Status Date 2021-10-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21600
Loan Approval Amount (current) 21600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 112475
Servicing Lender Name Saratoga National Bank and Trust Company
Servicing Lender Address 171 S Broadway, SARATOGA SPRINGS, NY, 12866-4532
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARATOGA SPRINGS, SARATOGA, NY, 12866-3108
Project Congressional District NY-20
Number of Employees 2
NAICS code 541618
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 112475
Originating Lender Name Saratoga National Bank and Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 21893.4
Forgiveness Paid Date 2021-08-24

Date of last update: 31 Mar 2025

Sources: New York Secretary of State