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CLUTE WEALTH MANAGEMENT, LLC

Company Details

Name: CLUTE WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Jan 2012 (13 years ago)
Entity Number: 4183338
County: Clinton
Place of Formation: New York
Address: 152 TOM MILLER ROAD, PLATTSBURGH, NY, United States, 12901
Address ZIP Code: 12901

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLUTE WEALTH MANAGEMENT 401(K) PLAN 2023 454167723 2024-03-01 CLUTE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT 401(K) PLAN 2022 454167723 2023-07-27 CLUTE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT 401(K) PLAN 2021 454167723 2022-05-24 CLUTE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN 2020 454167723 2021-07-08 CLUTE WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN 2020 454167723 2021-07-08 CLUTE WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT 401(K) PLAN 2020 454167723 2021-06-30 CLUTE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN 2019 454167723 2020-09-12 CLUTE WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT 401(K) PLAN 2019 454167723 2020-07-30 CLUTE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN 2018 454167723 2019-06-26 CLUTE WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901
CLUTE WEALTH MANAGEMENT 401(K) PLAN 2018 454167723 2019-06-26 CLUTE WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5185615707
Plan sponsor’s address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901

DOS Process Agent

Name Role Address
CLUTE WEALTH MANAGEMENT, LLC DOS Process Agent 152 TOM MILLER ROAD, PLATTSBURGH, NY, United States, 12901

History

Start date End date Type Value
2012-01-03 2024-01-24 Address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240124001191 2024-01-24 BIENNIAL STATEMENT 2024-01-24
220131001022 2022-01-31 BIENNIAL STATEMENT 2022-01-31
200124060122 2020-01-24 BIENNIAL STATEMENT 2020-01-01
180126006064 2018-01-26 BIENNIAL STATEMENT 2018-01-01
160105006976 2016-01-05 BIENNIAL STATEMENT 2016-01-01
140108006657 2014-01-08 BIENNIAL STATEMENT 2014-01-01
120501001186 2012-05-01 CERTIFICATE OF PUBLICATION 2012-05-01
120103000843 2012-01-03 ARTICLES OF ORGANIZATION 2012-01-03

Related by officers

No related officers

Related by address

152 TOM MILLER ROAD, PLATTSBURGH, NY, United States, 12901

LAKE CHAMPLAIN VENTURES LLC

Date of last update: 07 Nov 2024

Sources: New York Secretary of State

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