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ASCENT WEALTH PARTNERS, LLC

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Company Details

Name: ASCENT WEALTH PARTNERS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Aug 2011 (14 years ago)
Entity Number: 4126614
ZIP code: 13413
County: Oneida
Place of Formation: New York
Address: 89 GENESEE ST., NEW HARTFORD, NY, United States, 13413

DOS Process Agent

Name Role Address
ASCENT WEALTH PARTNERS, LLC DOS Process Agent 89 GENESEE ST., NEW HARTFORD, NY, United States, 13413

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001546865
Phone:
315-624-7300

Latest Filings

Form type:
13F-HR
File number:
028-19148
Filing date:
2025-05-02
File:
Form type:
13F-HR
File number:
028-19148
Filing date:
2025-02-04
File:
Form type:
13F-HR
File number:
028-19148
Filing date:
2024-10-31
File:
Form type:
N-PX
File number:
028-19148
Filing date:
2024-08-13
File:
Form type:
13F-HR
File number:
028-19148
Filing date:
2024-07-31
File:

Form 5500 Series

Employer Identification Number (EIN):
452910003
Plan Year:
2023
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
10
Sponsors Telephone Number:

History

Start date End date Type Value
2017-08-31 2024-08-09 Address 89 GENESEE ST., NEW HARTFORD, NY, 13413, USA (Type of address: Service of Process)
2013-08-27 2017-08-31 Address 122 BUSINESS PARK DR, UTICA, NY, 13502, USA (Type of address: Service of Process)
2011-08-04 2013-08-27 Address 185 GENESEE STREET,, 12TH FLOOR, UTICA, NY, 13501, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240809000991 2024-08-09 BIENNIAL STATEMENT 2024-08-09
191003060593 2019-10-03 BIENNIAL STATEMENT 2019-08-01
170831006036 2017-08-31 BIENNIAL STATEMENT 2017-08-01
150901006227 2015-09-01 BIENNIAL STATEMENT 2015-08-01
130827006167 2013-08-27 BIENNIAL STATEMENT 2013-08-01

USAspending Awards / Financial Assistance

Date:
2020-04-15
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:
174860.00
Total Face Value Of Loan:
174860.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
174860
Current Approval Amount:
174860
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
175827.72

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State