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THE CUSTOM WEALTH COMPANIES, INC.

Company Details

Name: THE CUSTOM WEALTH COMPANIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 17 Nov 2010 (14 years ago)
Entity Number: 4020732
County: Onondaga
Place of Formation: New York
Address: 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027
Address ZIP Code: 13027
Principal Address: 100 MADISON ST, 18TH FLOOR, SYRACUSE, NY, United States, 13202
Principal Address ZIP Code: 13202

Shares Details

Shares issued 100

Share Par Value 0.01

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2023 274002724 2024-07-08 THE CUSTOM WEALTH COMPANIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2022 274002724 2023-06-02 THE CUSTOM WEALTH COMPANIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2022 274002724 2023-06-14 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2022 274002724 2023-06-14 THE CUSTOM WEALTH COMPANIES, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2021 274002724 2022-06-23 THE CUSTOM WEALTH COMPANIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2021 274002724 2022-06-29 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2020 274002724 2021-05-05 THE CUSTOM WEALTH COMPANIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2020 274002724 2021-07-13 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN 2019 274002724 2020-06-01 THE CUSTOM WEALTH COMPANIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202
THE CUSTOM WEALTH COMPANIES, INC. CASH BALANCE PENSION PLAN 2019 274002724 2020-06-25 THE CUSTOM WEALTH COMPANIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-06-01
Business code 523900
Sponsor’s telephone number 3157530050
Plan sponsor’s address 125 E. JEFFERSON STREET, SUITE 1510, SYRACUSE, NY, 13202

Chief Executive Officer

Name Role Address
JOHN ENRIGHT Chief Executive Officer 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027

Agent

Name Role Address
JOHN P. ENRIGHT Agent 8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, 13027

Filings

Filing Number Date Filed Type Effective Date
121106006541 2012-11-06 BIENNIAL STATEMENT 2012-11-01
101117000936 2010-11-17 CERTIFICATE OF INCORPORATION 2010-11-17

Related by officers

JOHN ENRIGHT

THE CWA PROCESS, INCORPORATED J. ENRIGHT CONTROLS INC. TRAILS REALTY CORP. JPE CONSULTING SERVICES INC.

THE CORPORATION

ARSHIA DESIGNS INC. AAA VACUUM CORP. ATLANTICA TELECOM, INC. MISTY SPORTSWEAR, INC. INRACKS, INC. FAT JAMS ELECTRONICS INC. CROQUEMBOUCHE, INC. LONG BEACH PEDIATRIC GROUP, P.C. LAW OFFICES OF JOSEPH A. GRECO, P.C. TEREZ, INC.

JOHN P. ENRIGHT

J.P. ENRIGHT WEALTH MANAGEMENT SERVICES, INC.

Related by address

8311 CRIMSON KING CIRCLE, BALDWINSVILLE, NY, United States, 13027

J.P. ENRIGHT WEALTH MANAGEMENT SERVICES, INC. THE CWA PROCESS, INCORPORATED

Date of last update: 08 Nov 2024

Sources: New York Secretary of State

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