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ENERGYWISE INC.

Company Details

Name: ENERGYWISE INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 01 Feb 1985 (40 years ago)
Entity Number: 971175
ZIP code: 11779
County: Suffolk
Place of Formation: New York
Address: 2231-26 FFIFTH AVE, RONKONKOMA, NY, United States, 11779
Principal Address: 2231 FIFTH AVE SUITE 26, RONKONKOMA, NY, United States, 11779

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
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2023 112732212 2025-02-26 ENERGYWISE, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2025-02-26
Name of individual signing GREGORY CASSAR
Valid signature Filed with authorized/valid electronic signature
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2022 112732212 2023-09-07 ENERGYWISE, INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2023-09-07
Name of individual signing GREGORY CASSAR
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2021 112732212 2022-10-17 ENERGYWISE, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing GREGORY CASSAR
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2020 112732212 2021-10-14 ENERGYWISE, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing DEBRA ROCKEFELLER
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2018 112732212 2019-09-26 ENERGYWISE, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2019-09-26
Name of individual signing DEBRA ROCKEFELLER
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2017 112732212 2018-10-15 ENERGYWISE, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2016 112732212 2017-10-03 ENERGYWISE, INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2017-10-03
Name of individual signing KIMBERLY COLLINS
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2015 112732212 2016-08-04 ENERGYWISE, INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2016-08-04
Name of individual signing KIMBERLY COLLINS
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2014 112732212 2015-07-31 ENERGYWISE, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2015-07-31
Name of individual signing KIMBERLY COLLINS
ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST 2013 112732212 2014-07-25 ENERGYWISE, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 238220
Sponsor’s telephone number 6315674720
Plan sponsor’s address 2231-26 FIFTH AVE,, RONKONKOMA, NY, 11779

Signature of

Role Plan administrator
Date 2014-07-25
Name of individual signing KIMBERLY COLLINS

Chief Executive Officer

Name Role Address
GREGORY J CASSAR Chief Executive Officer 2231 FIFTH AVE SUITE 26, RONKONKOMA, NY, United States, 11779

DOS Process Agent

Name Role Address
CHRISTOPHER J CASSAR PC DOS Process Agent 2231-26 FFIFTH AVE, RONKONKOMA, NY, United States, 11779

History

Start date End date Type Value
1999-03-17 2017-02-01 Address 24 EAST MAIN ST, HUNTINGTON, NY, 11743, USA (Type of address: Service of Process)
1999-03-17 2013-02-20 Address 1566-3 OCEAN AVE, BOHEMIA, NY, 11716, USA (Type of address: Chief Executive Officer)
1997-03-04 1999-03-17 Address 148 EAST MAIN ST, HUNTINGTON, NY, 11743, 9998, USA (Type of address: Service of Process)
1995-07-31 2013-02-20 Address 1566-3 OCEAN AVE, BOHEMIA, NY, 11716, USA (Type of address: Principal Executive Office)
1995-07-31 1999-03-17 Address 4 FRIEDA PLACE, HUNTINGTON STATION, NY, 11746, USA (Type of address: Chief Executive Officer)
1985-02-01 1997-03-04 Address 979 EAST END, WOODMERE, NY, 11598, USA (Type of address: Service of Process)
1985-02-01 2023-01-10 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
170201006491 2017-02-01 BIENNIAL STATEMENT 2017-02-01
130220006296 2013-02-20 BIENNIAL STATEMENT 2013-02-01
110302002230 2011-03-02 BIENNIAL STATEMENT 2011-02-01
090126002950 2009-01-26 BIENNIAL STATEMENT 2009-02-01
070226002454 2007-02-26 BIENNIAL STATEMENT 2007-02-01
030225002958 2003-02-25 BIENNIAL STATEMENT 2003-02-01
990317002367 1999-03-17 BIENNIAL STATEMENT 1999-02-01
970304002591 1997-03-04 BIENNIAL STATEMENT 1997-02-01
950731002243 1995-07-31 BIENNIAL STATEMENT 1994-02-01
B188933-2 1985-02-01 CERTIFICATE OF INCORPORATION 1985-02-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2981967703 2020-05-01 0235 PPP 2231 5th Ave. Suite 26, RONKONKOMA, NY, 11779
Loan Status Date 2021-07-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 125000
Loan Approval Amount (current) 125000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address RONKONKOMA, SUFFOLK, NY, 11779-0001
Project Congressional District NY-01
Number of Employees 9
NAICS code 238220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 126374.72
Forgiveness Paid Date 2021-06-10

Motor Carrier Census

USDOT Number Carrier Operation MCS-150 Form Date MCS-150 Mileage MCS-150 Year Power Units Drivers Operation Classification
3251274 Intrastate Non-Hazmat 2019-02-27 - - 2 0 Private(Property)
Legal Name ENERGYWISE INC
DBA Name -
Physical Address 2231 5TH AVE STE 26 , RONKONKOMA, NY, 11779-6284, US
Mailing Address 2231 5TH AVE STE 26 , RONKONKOMA, NY, 11779-6284, US
Phone (631) 567-4720
Fax -
E-mail GCASSAR@ENERGYWISEAC.COM

Safety Measurement System - All Transportation

Total Number of Inspections for the measurement period (24 months) 0
Driver Fitness BASIC Serious Violation Indicator No
Vehicle Maintenance BASIC Acute/Critical Indicator No
Unsafe Driving BASIC Acute/Critical Indicator No
Driver Fitness BASIC Roadside Performance measure value 0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value 0
Total Number of Driver Inspections for the measurment period 0
Vehicle Maintenance BASIC Roadside Performance measure value 0
Total Number of Vehicle Inspections for the measurement period 0
Controlled Substances and Alcohol BASIC Roadside Performance measure value 0
Unsafe Driving BASIC Roadside Performance Measure Value 0
Number of inspections with at least one Driver Fitness BASIC violation 0
Number of inspections with at least one Hours-of-Service BASIC violation 0
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation 0
Number of inspections with at least one Vehicle Maintenance BASIC violation 0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation 0
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation 0
Number of inspections with at least one Unsafe Driving BASIC violation 0

Date of last update: 17 Mar 2025

Sources: New York Secretary of State