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SMALL WORLD WEALTH MANAGEMENT, INC.

Company Details

Name: SMALL WORLD WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 27 Feb 2020 (5 years ago)
Entity Number: 5717155
ZIP code: 12572
County: Dutchess
Place of Formation: New York
Address: 108 MONTGOMERY STREET, SUITE 204, RHINEBECK, NY, United States, 12572

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Agent

Name Role Address
THE KAGAN LAW GROUP, P.C. Agent 108 MONTGOMERY STREET, SUITE 204, RHINEBECK, NY, 12572

DOS Process Agent

Name Role Address
THE KAGAN LAW GROUP, P.C. DOS Process Agent 108 MONTGOMERY STREET, SUITE 204, RHINEBECK, NY, United States, 12572

Filings

Filing Number Date Filed Type Effective Date
200227010028 2020-02-27 CERTIFICATE OF INCORPORATION 2020-02-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5377967101 2020-04-13 0202 PPP 2515 SOUTH RD Suite 2, POUGHKEEPSIE, NY, 12601-5465
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 166870
Loan Approval Amount (current) 166870
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49989
Servicing Lender Name NBT Bank, National Association
Servicing Lender Address 52 S Broad St, NORWICH, NY, 13815-1646
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address POUGHKEEPSIE, DUTCHESS, NY, 12601-5465
Project Congressional District NY-18
Number of Employees 9
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 16194
Originating Lender Name NBT Bank National Association
Originating Lender Address Lakeville, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 167761.5
Forgiveness Paid Date 2020-11-03

Date of last update: 06 Mar 2025

Sources: New York Secretary of State