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  5. THE CUSTOM WEALTH COMPANIES, INC.

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 (14 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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2023 274002724 2024-07-08 THE CUSTOM WEALTH COMPANIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2022 274002724 2023-06-14 THE CUSTOM WEALTH COMPANIES, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2022 274002724 2023-06-02 THE CUSTOM WEALTH COMPANIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2022 274002724 2023-06-14 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2021 274002724 2022-06-23 THE CUSTOM WEALTH COMPANIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2021 274002724 2022-06-29 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2020 274002724 2021-07-13 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2020 274002724 2021-05-05 THE CUSTOM WEALTH COMPANIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2019 274002724 2020-06-25 THE CUSTOM WEALTH COMPANIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2019 274002724 2020-06-01 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202

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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4043817108 2020-04-12 0248 PPP 125 East Jeffferson Street, BALDWINSVILLE, NY, 13027
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 84700
Loan Approval Amount (current) 84700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address BALDWINSVILLE, ONONDAGA, NY, 13027-0001
Project Congressional District NY-22
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 85212.84
Forgiveness Paid Date 2020-12-02
9175798410 2021-02-16 0248 PPS 125 E Jefferson St Ste 1510, Syracuse, NY, 13202-2295
Loan Status Date 2022-02-12
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79250
Loan Approval Amount (current) 79250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Syracuse, ONONDAGA, NY, 13202-2295
Project Congressional District NY-22
Number of Employees 7
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 79797.15
Forgiveness Paid Date 2021-11-09

Related by officers

JOHN ENRIGHT

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THE CORPORATION

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JOHN P. ENRIGHT

J.P. ENRIGHT WEALTH MANAGEMENT SERVICES, INC.

Related by address

8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027

J.P. ENRIGHT WEALTH MANAGEMENT SERVICES, INC. THE CWA PROCESS, INCORPORATED

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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