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GUIDE WEALTH MANAGEMENT LLC

Company Details

Name: GUIDE WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 May 2015 (10 years ago)
Entity Number: 4762582
ZIP code: 10579
County: Putnam
Place of Formation: New York
Address: 12 NOSWALL PK RD, PUTNAM VALLEY, NY, United States, 10579

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GUIDE WEALTH MANAGEMENT RETIREMENT PLAN 2019 474100824 2020-07-27 GUIDE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6464501001
Plan sponsor’s address 12 NOSWALL PK RD, PUTNAM VALLEY, NY, 10579

DOS Process Agent

Name Role Address
MATTHEW HAGUE DOS Process Agent 12 NOSWALL PK RD, PUTNAM VALLEY, NY, United States, 10579

Filings

Filing Number Date Filed Type Effective Date
210526060039 2021-05-26 BIENNIAL STATEMENT 2021-05-01
190507060051 2019-05-07 BIENNIAL STATEMENT 2019-05-01
170516006289 2017-05-16 BIENNIAL STATEMENT 2017-05-01
150521010193 2015-05-21 ARTICLES OF ORGANIZATION 2015-05-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9447577706 2020-05-01 0202 PPP 12 Noswall Pk Rd, Putnam Valley, NY, 10579
Loan Status Date 2021-07-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9932
Loan Approval Amount (current) 9932
Undisbursed Amount 0
Franchise Name -
Lender Location ID 122043
Servicing Lender Name WebBank
Servicing Lender Address 215 S State St, Ste 1000, SALT LAKE CITY, UT, 84111-2336
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address Putnam Valley, PUTNAM, NY, 10579-0001
Project Congressional District NY-17
Number of Employees 1
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 122043
Originating Lender Name WebBank
Originating Lender Address SALT LAKE CITY, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 10047.6
Forgiveness Paid Date 2021-06-29

Date of last update: 25 Mar 2025

Sources: New York Secretary of State