Search icon

THE CUSTOM WEALTH COMPANIES, INC.

Company Details

Name: THE CUSTOM WEALTH COMPANIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 17 Nov 2010 (15 years ago)
Entity Number: 4020732
ZIP code: 13027
County: Onondaga
Place of Formation: New York
Address: 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027
Principal Address: 100 MADISON ST, 18TH FLOOR, SYRACUSE, NY, United States, 13202

Shares Details

Shares issued 100

Share Par Value 0.01

Type PAR VALUE

Chief Executive Officer

Name Role Address
JOHN ENRIGHT Chief Executive Officer 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027

Agent

Name Role Address
JOHN P. ENRIGHT Agent 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, 13027

Form 5500 Series

Employer Identification Number (EIN):
274002724
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:

Filings

Filing Number Date Filed Type Effective Date
121106006541 2012-11-06 BIENNIAL STATEMENT 2012-11-01
101117000936 2010-11-17 CERTIFICATE OF INCORPORATION 2010-11-17

USAspending Awards / Financial Assistance

Date:
2021-02-16
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:
79250.00
Total Face Value Of Loan:
79250.00
Date:
2020-05-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-13
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:
84700.00
Total Face Value Of Loan:
84700.00

Paycheck Protection Program

Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
84700
Current Approval Amount:
84700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
85212.84
Date Approved:
2021-02-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
79250
Current Approval Amount:
79250
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
79797.15

Date of last update: 27 Mar 2025

Sources: New York Secretary of State