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SAGE CONSULTING AND WEALTH PRESERVATION, INC.

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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

Form 5500 Series

Employer Identification Number (EIN):
141821898
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:

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)

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

USAspending Awards / Financial Assistance

Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21600.00
Total Face Value Of Loan:
21600.00

Trademarks Section

Serial Number:
76237169
Mark:
PROTECTING, PRESERVING & ENHANCING WEALTH
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2001-04-09
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
PROTECTING, PRESERVING & ENHANCING WEALTH

Goods And Services

For:
financial, estate, charitable and executive benefit planning
First Use:
2000-03-06
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
76237165
Mark:
SAGE CONSULTING & WEALTH PRESERVATION
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2001-04-09
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Mark Literal Elements:
SAGE CONSULTING & WEALTH PRESERVATION

Goods And Services

For:
FINANCIAL, ESTATE, CHARITABLE AND EXECUTIVE BENEFIT PLANNING
First Use:
2000-09-12
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$21,600
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$21,600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$21,893.4
Servicing Lender:
Saratoga National Bank and Trust Company
Use of Proceeds:
Payroll: $21,600

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Date of last update: 31 Mar 2025

Sources: New York Secretary of State