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  5. CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC.

CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC.

Company Details

Name: CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 14 Feb 2007 (18 years ago)
Entity Number: 3476615
ZIP code: 14032
County: Erie
Place of Formation: New York
Address: 5895 GOODRICH RD., CLARENCE CENTER, NY, United States, 14032

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2023 208450737 2024-05-20 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5635 HARRIS HILL ROAD, SUITE 1, WILLIAMSVILLE, NY, 14221

Plan administrator’s name and address
Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of
Role Plan administrator
Date 2024-05-20
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2024-05-20
Name of individual signing JENNIFER DAVIE
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2022 208450737 2023-05-25 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5635 HARRIS HILL ROAD, WILLIAMSVILLE, NY, 14221

Plan administrator’s name and address
Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of
Role Plan administrator
Date 2023-05-25
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2023-05-25
Name of individual signing JENNIFER DAVIE
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2021 208450737 2022-09-08 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Plan administrator’s name and address
Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2022-09-07
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES INC. MULTIPLE EMPLOYER PLAN 2020 208450737 2021-05-25 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Plan administrator’s name and address
Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of
Role Plan administrator
Date 2021-05-25
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2021-05-25
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES INC. MULTIPLE EMPLOYER PLAN 2019 208450737 2020-06-15 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Plan administrator’s name and address
Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of
Role Plan administrator
Date 2020-06-15
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2020-06-15
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES INC. MULTIPLE EMPLOYER PLAN 2018 208450737 2019-06-24 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Plan administrator’s name and address
Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of
Role Plan administrator
Date 2019-06-24
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2019-06-24
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES INC. MULTIPLE EMPLOYER PLAN 2017 208450737 2018-07-31 CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Plan administrator’s name and address
Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PKWY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2018-07-31
Name of individual signing JENNIFER DAVIE
CORNERSTONE CAPITAL WEALTH MANAGEMENT INC. 401(K) PLAN 2012 208450737 2013-12-17 CORNERSTONE CAPITAL WEALTH MANAGEMENT INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Signature of
Role Plan administrator
Date 2013-11-22
Name of individual signing JOSEPH ERVOLINA
Role Employer/plan sponsor
Date 2013-11-22
Name of individual signing JOSEPH ERVOLINA
CORNERSTONE CAPITAL WEALTH MANAGEMENT INC. 401(K) PLAN 2012 208450737 2013-09-25 CORNERSTONE CAPITAL WEALTH MANAGEMENT INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7164062250
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Signature of
Role Plan administrator
Date 2013-09-25
Name of individual signing JOSEPH ERVOLINA
Role Employer/plan sponsor
Date 2013-09-25
Name of individual signing JOSEPH ERVOLINA
CORNERSTONE CAPITAL WEALTH MANAGEMENT INC. 401(K) PLAN 2011 208450737 2012-10-04 CORNERSTONE CAPITAL WEALTH MANAGEMENT INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7166510416
Plan sponsor’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032

Plan administrator’s name and address
Administrator’s EIN 208450737
Plan administrator’s name CORNERSTONE CAPITAL WEALTH MANAGEMENT INC.
Plan administrator’s address 5895 GOODRICH ROAD, CLARENCE CENTER, NY, 14032
Administrator’s telephone number 7166510416

Signature of
Role Plan administrator
Date 2012-10-04
Name of individual signing JOSEPH ERVOLINA
Role Employer/plan sponsor
Date 2012-10-04
Name of individual signing JOSEPH ERVOLINA

Chief Executive Officer

Name Role Address
JOSEPH ERVOLINA Chief Executive Officer 8290 WEST POINT DR, E AMHERST, NY, United States, 14051

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 5895 GOODRICH RD., CLARENCE CENTER, NY, United States, 14032

History

Start date End date Type Value
2009-01-27 2013-02-08 Address 8290 WEST POINT DR, E AMHERST, NY, 14051, USA (Type of address: Chief Executive Officer)
2009-01-27 2013-02-08 Address 2562 WALDEN AVE STE 101, CHEEKTOWAGA, NY, 14225, USA (Type of address: Principal Executive Office)
2009-01-27 2013-02-08 Address 2562 WALDEN AVE STE 101, CHEEKTOWAGA, NY, 14225, USA (Type of address: Service of Process)
2007-02-14 2009-01-27 Address 8290 WEST POINT DRIVE, E. AMHERST, NY, 14051, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210729002739 2021-07-29 BIENNIAL STATEMENT 2021-07-29
130208006103 2013-02-08 BIENNIAL STATEMENT 2013-02-01
110302002897 2011-03-02 BIENNIAL STATEMENT 2011-02-01
090127002978 2009-01-27 BIENNIAL STATEMENT 2009-02-01
070214000045 2007-02-14 CERTIFICATE OF INCORPORATION 2007-02-14

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
4071975006 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient CORNERSTONE CAPITAL WEALTH MANAGEMENT INC
Recipient Name Raw CORNERSTONE CAPITAL WEALTH MANAGEMENT INC
Recipient DUNS 828000542
Recipient Address 2562 WALDEN AVE, BUFFALO, ERIE, NEW YORK, 14225-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
4071945008 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient CORNERSTONE CAPITAL WEALTH MANAGEMENT INC
Recipient Name Raw CORNERSTONE CAPITAL WEALTH MANAGEMENT INC
Recipient DUNS 828000542
Recipient Address 2562 WALDEN AVE, BUFFALO, ERIE, NEW YORK, 14225-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 2115.00
Face Value of Direct Loan 50000.00
Link View Page
4072795002 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient CORNERSTONE CAPITAL WEALTH MANAGEMENT INC
Recipient Name Raw CORNERSTONE CAPITAL WEALTH MANAGEMENT INC
Recipient DUNS 828000542
Recipient Address 2562 WALDEN AVE, BUFFALO, ERIE, NEW YORK, 14225-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 345.00
Face Value of Direct Loan 75000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1096347305 2020-04-28 0296 PPP 5895 GOODRICH RD, CLARENCE CENTER, NY, 14032-9711
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 78680
Loan Approval Amount (current) 78680
Undisbursed Amount 0
Franchise Name -
Lender Location ID 59954
Servicing Lender Name CNB Bank
Servicing Lender Address 31 S Second St, CLEARFIELD, PA, 16830
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLARENCE CENTER, ERIE, NY, 14032-9711
Project Congressional District NY-23
Number of Employees 5
NAICS code 523120
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 59954
Originating Lender Name CNB Bank
Originating Lender Address CLEARFIELD, PA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 79283.57
Forgiveness Paid Date 2021-02-10

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Related by address

No related companies by address

Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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