Ivory Wealth Management, Inc.

Connecticut
Registered In
04/21/2014
Incorp. Date

Company Summary

Ivory Wealth Management, Inc. at 124 Westbrook Rd 201, Essex, Ct 06426 lists Charles Crilly of Essex, CT as the associate.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Stock
Status
Active
Website
Email
*******@ivorywealthmgmt.com
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Charles Crilly Registered Agent
32 RIVER ROAD DR, ESSEX, CT 06426-1377 124 WESTBROOK RD 201, ESSEX, CT 06426
Charles Crilly Officer
32 RIVER ROAD DR, ESSEX, CT 06426-1377 124 WESTBROOK RD 201, ESSEX, CT 06426
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124 WESTBROOK RD 201, ESSEX, CT 06426 View Map

Financial Information for Ivory Wealth Management, Inc.

Form 5500

IVORY WEALTH MANAGEMENT, INC.

124 Westbrook Road Suite 202, Essex, Ct 06426 (860) 767-5014 EIN:46-5402797 Plan Admin:Charles Crilly
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameIVORY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$93,985 / $163,305 2023 IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 4 / 5 $93,985 / $163,305
2022 Plan NameIVORY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$52,255 / $93,985 2022 IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 3 / 4 $52,255 / $93,985
2021 Plan NameIVORY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$34,459 / $52,255 2021 IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 3 / 3 $34,459 / $52,255
2020 Plan NameIVORY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$4,809 / $34,459 2020 IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 2 / 2 $4,809 / $34,459
2019 Plan NameIVORY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $4,809 2019 IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 2 / 2 $0 / $4,809
Benefit & Retirement Plans based on Form 5500.
PPP Loans

IVORY WEALTH MANAGEMENT INC.

124 Westbrook Rd Ste 202, Essex, CT 06426-1551 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
01/28/2021 Approved$64,705 Forgiven$65,969 LenderLiberty Bank Jobs6 01/28/2021 $64,705 $65,969 Liberty Bank 6
04/06/2020 Approved$41,800 Forgiven$42,253 LenderLiberty Bank Jobs3 04/06/2020 $41,800 $42,253 Liberty Bank 3
PPP Loans based on Paycheck Protection Program.
Address Match:124 Westbrook Rd 201 Essex, CT
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The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor U.S. Small Business Administration
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