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SAGE WEALTH MANAGEMENT, INC.

Company Details

Name: SAGE WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Inactive
Date of registration: 23 May 1996 (29 years ago) (Companies founded in May 1996)
Date of dissolution: 26 Apr 2017
Entity Number: 2032997
ZIP code: 12866 (Companies in Saratoga, 12866)
County: Saratoga
Place of Formation: New York
Address: 125 HIGH ROCK AVE, STE 103, SARATOGA SPRINGS, NY, United States, 12866

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 WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN 2015 141793773 2016-06-29 SAGE WEALTH MANAGEMENT INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 125 HIGH ROCK AVE STE 103A, SARATOGA SPRINGS, NY, 128662307
Plan sponsor’s address 125 HIGH ROCK AVE STE 103A, SARATOGA SPRINGS, NY, 128662307

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2016-06-29
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN 2014 141793773 2015-07-31 SAGE WEALTH MANAGEMENT INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 125 HIGH ROCK AVENUE, SUITE 103A, SARATOGA SPRINGS, NY, 12866
Plan sponsor’s address 125 HIGH ROCK AVENUE, SUITE 103A, SARATOGA SPRINGS, NY, 12866

Number of participants as of the end of the plan year
Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2015-07-31
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAHEMENT INC 401K PROFIT SHARING PLAN 2012 141793773 2013-10-15 SAGE WEALTH MANAGEMENT INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Plan sponsor’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-15
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAHEMENT INC 401K PROFIT SHARING PLAN 2011 141793773 2012-10-09 SAGE WEALTH MANAGEMENT INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Plan sponsor’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141

Plan administrator’s name and address
Administrator’s EIN 141793773
Plan administrator’s name SAGE WEALTH MANAGEMENT INC
Plan administrator’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Administrator’s telephone number 5185834000

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 4
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAHEMENT INC 401K PROFIT SHARING PLAN 2010 141793773 2011-06-28 SAGE WEALTH MANAGEMENT INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Plan sponsor’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141

Plan administrator’s name and address
Administrator’s EIN 141793773
Plan administrator’s name SAGE WEALTH MANAGEMENT INC
Plan administrator’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Administrator’s telephone number 5185834000

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-06-24
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAHEMENT INC 401K PROFIT SHARING PLAN 2010 141793773 2011-06-21 SAGE WEALTH MANAGEMENT INC 5
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Plan sponsor’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141

Plan administrator’s name and address
Administrator’s EIN 141793773
Plan administrator’s name SAGE WEALTH MANAGEMENT INC
Plan administrator’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Administrator’s telephone number 5185834000

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2011-06-20
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAHEMENT INC 401K PROFIT SHARING PLAN 2010 141793773 2011-06-23 SAGE WEALTH MANAGEMENT INC 5
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Plan sponsor’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141

Plan administrator’s name and address
Administrator’s EIN 141793773
Plan administrator’s name SAGE WEALTH MANAGEMENT INC
Plan administrator’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Administrator’s telephone number 5185834000

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2011-06-22
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature
SAGE WEALTH MANAHEMENT INC 401K PROFIT SHARING PLAN 2009 141793773 2010-09-30 SAGE WEALTH MANAGEMENT INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 523120
Sponsor’s telephone number 5185834000
Plan sponsor’s mailing address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Plan sponsor’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141

Plan administrator’s name and address
Administrator’s EIN 141793773
Plan administrator’s name SAGE WEALTH MANAGEMENT INC
Plan administrator’s address 340 BROADWAY, SARATOGA SPRINGS, NY, 128663141
Administrator’s telephone number 5185834000

Number of participants as of the end of the plan year
Active participants 14
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-09-30
Name of individual signing JASON KURCHNER
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
SAGE WEALTH MANAGEMENT, INC. DOS Process Agent 125 HIGH ROCK AVE, STE 103, SARATOGA SPRINGS, NY, United States, 12866

Chief Executive Officer

Name Role Address
JASON H KURCHNER Chief Executive Officer 125 HIGH ROCK AVE, STE 103, SARATOGA SPRINGS, NY, United States, 12866

History

Start date End date Type Value
2002-03-26 2003-01-15 Name KURCHNER CAPITAL MANAGEMENT, INC.
2002-02-27 2002-03-26 Name SAGE CAPITAL MANAGEMENT, INC.
2000-05-09 2014-05-13 Address 340 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
1998-05-04 2014-05-13 Address 340 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Chief Executive Officer)
1998-05-04 2014-05-13 Address 340 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Principal Executive Office)
1996-05-23 2000-05-09 Address 358 BROADWAY, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
1996-05-23 2002-02-27 Name KURCHNER CAPITAL MANAGEMENT, INC.

Filings

Filing Number Date Filed Type Effective Date
170426000372 2017-04-26 CERTIFICATE OF DISSOLUTION 2017-04-26
160513006961 2016-05-13 BIENNIAL STATEMENT 2016-05-01
140513006486 2014-05-13 BIENNIAL STATEMENT 2014-05-01
120507006612 2012-05-07 BIENNIAL STATEMENT 2012-05-01
100519002275 2010-05-19 BIENNIAL STATEMENT 2010-05-01
080523002724 2008-05-23 BIENNIAL STATEMENT 2008-05-01
040510002907 2004-05-10 BIENNIAL STATEMENT 2004-05-01
030115000027 2003-01-15 CERTIFICATE OF AMENDMENT 2003-01-15
020424002312 2002-04-24 BIENNIAL STATEMENT 2002-05-01
020326000810 2002-03-26 CERTIFICATE OF AMENDMENT 2002-03-26

Related by officers

JASON H KURCHNER

PHYSICIANS BENEFIT SERVICES, INC. SAGE CONSULTING AND WEALTH PRESERVATION, INC.

Related by address

No related companies by address

Date of last update: 13 Nov 2024

Sources: New York Secretary of State

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