Ivory Wealth Management, Inc. at 124 Westbrook Rd 201, Essex, Ct 06426 lists Charles Crilly of Essex, CT as the associate.
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Charles Crilly
Registered Agent
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32 RIVER ROAD DR, ESSEX, CT 06426-1377
124 WESTBROOK RD 201, ESSEX, CT 06426
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Charles Crilly
Officer
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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
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| 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 |
| 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 |
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Essex, CT | View Report |
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Ivory Wealth Management Inc.
Registered in New York
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South Floral Park, NY | View Report |
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