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SAGE TREE WEALTH, INC.

Company Details

Name: SAGE TREE WEALTH, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Sep 2018 (6 years ago)
Entity Number: 5408114
County: Monroe
Place of Formation: New York
Address: 10 E. CHURCH ST., FAIRPORT, NY, United States, 14450
Address ZIP Code: 14450

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 TREE WEALTH, INC 401K PLAN 2023 831911608 2024-05-31 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2022 831911608 2023-04-26 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2023-04-26
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2021 831911608 2022-05-09 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2020 831911608 2021-05-25 SAGE TREE WEALTH, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2021-05-25
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2021-05-25
Name of individual signing DANIEL A MONTE
SAGE TREE WEALTH, INC 401K PLAN 2019 831911608 2020-05-27 SAGE TREE WEALTH, INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2020-05-27
Name of individual signing DANIEL A MONTE
SAGE TREE WEALTH, INC 401K PLAN 2018 831911608 2019-04-26 SAGE TREE WEALTH, INC 5
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2019-04-26
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2019-04-26
Name of individual signing DANIEL MONTE
SAGE TREE WEALTH, INC 401K PLAN 2018 831911608 2019-06-20 SAGE TREE WEALTH, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 5854254090
Plan sponsor’s address 10 EAST CHURCH STREET, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2019-06-20
Name of individual signing DANIEL A MONTE
Role Employer/plan sponsor
Date 2019-06-20
Name of individual signing DANIEL MONTE

DOS Process Agent

Name Role Address
DANIEL A. MONTE DOS Process Agent 10 E. CHURCH ST., FAIRPORT, NY, United States, 14450

Agent

Name Role Address
DANIEL A. MONTE Agent 10 E. CHURCH ST., FAIRPORT, NY, 14450

Filings

Filing Number Date Filed Type Effective Date
180911010493 2018-09-11 CERTIFICATE OF INCORPORATION 2018-09-11

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 04 Nov 2024

Sources: New York Secretary of State

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