Search icon

CUSTOM WEALTH STRATEGIES, LLC

Company claim

Is this your business?

Get access!

Company Details

Name: CUSTOM WEALTH STRATEGIES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Sep 2014 (11 years ago)
Entity Number: 4635057
ZIP code: 14043
County: Erie
Place of Formation: New York
Address: 4990 TRANSIT ROAD, DEPEW, NY, United States, 14043

DOS Process Agent

Name Role Address
CUSTOM WEALTH STRATEGIES, LLC DOS Process Agent 4990 TRANSIT ROAD, DEPEW, NY, United States, 14043

Agent

Name Role
REGISTERED AGENT REVOKED Agent

Form 5500 Series

Employer Identification Number (EIN):
471899843
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:

History

Start date End date Type Value
2017-08-31 2018-09-04 Address 4990 TRANSIT ROAD, CHEEKTOWAGA, NY, 14043, USA (Type of address: Service of Process)
2014-09-11 2019-09-23 Address 7014 13TH AVENUE, SUITE 202, BROOKLYN, NY, 11228, USA (Type of address: Registered Agent)
2014-09-11 2017-08-31 Address 7014 13TH AVENUE, SUITE 202, BROOKLYN, NY, 11228, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200911060056 2020-09-11 BIENNIAL STATEMENT 2020-09-01
190923000643 2019-09-23 CERTIFICATE OF CHANGE 2019-09-23
180904007787 2018-09-04 BIENNIAL STATEMENT 2018-09-01
170831006097 2017-08-31 BIENNIAL STATEMENT 2016-09-01
150318000782 2015-03-18 CERTIFICATE OF PUBLICATION 2015-03-18

USAspending Awards / Financial Assistance

Date:
2021-03-03
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:
55927.00
Total Face Value Of Loan:
55927.00
Date:
2020-05-03
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:
65357.00
Total Face Value Of Loan:
65357.00

Paycheck Protection Program

Date Approved:
2021-03-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
55927
Current Approval Amount:
55927
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
56218.13
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
65357
Current Approval Amount:
65357
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
65892.39

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 25 Mar 2025

Sources: New York Secretary of State