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WERTH WEALTH PLANNING, LLC

Company Details

Name: WERTH WEALTH PLANNING, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 Dec 2018 (6 years ago)
Entity Number: 5461748
ZIP code: 13027
County: Onondaga
Place of Formation: New York
Address: 8 WEST GENESEE STREET, BALDWINSVILLE, NY, United States, 13027

DOS Process Agent

Name Role Address
WERTH WEALTH PLANNING, LLC DOS Process Agent 8 WEST GENESEE STREET, BALDWINSVILLE, NY, United States, 13027

History

Start date End date Type Value
2018-12-19 2019-12-06 Address THE WHITE HOUSE, 7030 EAST GENESEE STREET, FAYETTEVILLE, NY, 13066, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
191206000322 2019-12-06 CERTIFICATE OF CHANGE 2019-12-06
190306000183 2019-03-06 CERTIFICATE OF PUBLICATION 2019-03-06
181219010401 2018-12-19 ARTICLES OF ORGANIZATION 2018-12-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3034157202 2020-04-16 0248 PPP 8 W. GENESEE ST, BALDWINSVILLE, NY, 13027-1105
Loan Status Date 2020-10-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13709
Loan Approval Amount (current) 13709
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47407
Servicing Lender Name The Lyons National Bank
Servicing Lender Address 35 William St, LYONS, NY, 14489-1544
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address BALDWINSVILLE, ONONDAGA, NY, 13027-1105
Project Congressional District NY-22
Number of Employees 2
NAICS code 523999
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 47407
Originating Lender Name The Lyons National Bank
Originating Lender Address LYONS, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 13770.22
Forgiveness Paid Date 2020-10-09

Date of last update: 23 Mar 2025

Sources: New York Secretary of State