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  5. CREATIVE WEALTH MANAGEMENT, LLC

CREATIVE WEALTH MANAGEMENT, LLC

Headquarter

Company Details

Name: CREATIVE WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 29 Jan 2002 (23 years ago)
Entity Number: 2724536
ZIP code: 11788
County: Suffolk
Place of Formation: New York
Address: 350 MOTOR PARKWAY / STE: 209, HAUPPAUGE, NY, United States, 11788

Links between entities

Type Company Name Company Number State
Headquarter of CREATIVE WEALTH MANAGEMENT, LLC, FLORIDA M13000004921 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2023 743059499 2024-03-01 CREATIVE WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 205, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2024-03-01
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2024-03-01
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2022 743059499 2023-07-13 CREATIVE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 205, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2023-07-13
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2023-07-13
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2021 743059499 2022-04-12 CREATIVE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2022-04-12
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2022-04-12
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2020 743059499 2021-10-04 CREATIVE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2021-10-04
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2019 743059499 2020-10-09 CREATIVE WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2018 743059499 2019-07-09 CREATIVE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2019-07-09
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2019-07-09
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2017 743059499 2018-02-15 CREATIVE WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2018-02-15
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2018-02-15
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2016 743059499 2017-07-19 CREATIVE WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2017-07-19
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2015 743059499 2016-09-07 CREATIVE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2016-09-07
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2016-09-07
Name of individual signing GLENDA KRESH
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 2014 743059499 2015-10-02 CREATIVE WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 6312329170
Plan sponsor’s address 1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749

Signature of
Role Plan administrator
Date 2015-10-02
Name of individual signing GLENDA KRESH
Role Employer/plan sponsor
Date 2015-10-02
Name of individual signing GLENDA KRESH

Agent

Name Role Address
MICHAEL KRESH Agent 350 MOTOR PARKWAY / STE: 209, HAUPPAUGE, NY, 11788

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 350 MOTOR PARKWAY / STE: 209, HAUPPAUGE, NY, United States, 11788

Filings

Filing Number Date Filed Type Effective Date
040204002148 2004-02-04 BIENNIAL STATEMENT 2004-01-01
020401000467 2002-04-01 AFFIDAVIT OF PUBLICATION 2002-04-01
020401000469 2002-04-01 AFFIDAVIT OF PUBLICATION 2002-04-01
020129000168 2002-01-29 ARTICLES OF ORGANIZATION 2002-01-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8585227100 2020-04-15 0235 PPP 1377 Motor Pkwy Suite 212, ISLANDIA, NY, 11749
Loan Status Date 2021-08-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 63200
Loan Approval Amount (current) 63200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ISLANDIA, SUFFOLK, NY, 11749-1302
Project Congressional District NY-02
Number of Employees 5
NAICS code 523930
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 63988.24
Forgiveness Paid Date 2021-07-19

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Related by address

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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