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  5. SAGE TREE WEALTH, INC.

SAGE TREE WEALTH, INC.

Company Details

Name: SAGE TREE WEALTH, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Sep 2018 (7 years ago)
Entity Number: 5408114
ZIP code: 14450
County: Monroe
Place of Formation: New York
Address: 10 E. CHURCH ST., FAIRPORT, NY, United States, 14450

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SAGE TREE WEALTH, INC 401K PLAN 2023 831911608 2024-05-31 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2022 831911608 2023-04-26 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2023-04-26
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2021 831911608 2022-05-09 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2020 831911608 2021-05-25 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2021-05-25
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2021-05-25
Name of individual signing DANIEL A MONTE
SAGE TREE WEALTH, INC 401K PLAN 2019 831911608 2020-05-27 SAGE TREE WEALTH, INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2020-05-27
Name of individual signing DANIEL A MONTE
SAGE TREE WEALTH, INC 401K PLAN 2018 831911608 2019-04-26 SAGE TREE WEALTH, INC 5
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2019-04-26
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2019-04-26
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2018 831911608 2019-06-20 SAGE TREE WEALTH, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2019-06-20
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2019-06-20
Name of individual signing DANIEL MONTE

DOS Process Agent

Name Role Address
DANIEL A. MONTE DOS Process Agent 10 E. CHURCH ST., FAIRPORT, NY, United States, 14450

Agent

Name Role Address
DANIEL A. MONTE Agent 10 E. CHURCH ST., FAIRPORT, NY, 14450

Filings

Filing Number Date Filed Type Effective Date
180911010493 2018-09-11 CERTIFICATE OF INCORPORATION 2018-09-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5348957110 2020-04-13 0219 PPP 10 EAST CHURCH ST, FAIRPORT, NY, 14450-1504
Loan Status Date 2021-04-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 28168
Loan Approval Amount (current) 28168
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120761
Servicing Lender Name ESL FCU
Servicing Lender Address 225 Chestnut St, ROCHESTER, NY, 14604-2426
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address FAIRPORT, MONROE, NY, 14450-1504
Project Congressional District NY-25
Number of Employees 3
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 120761
Originating Lender Name ESL FCU
Originating Lender Address ROCHESTER, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 28417.6
Forgiveness Paid Date 2021-03-10

Related by officers

No related officers

Related by address

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State

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