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Clute Wealth Management, LLC

New York
New York
Registered In
01/03/2012
Incorp. Date

Company Summary

Clute Wealth Management, LLC at Clinton County lists Clute Wealth Management, Llc of Plattsburgh, NY as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
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People

Clute Wealth Management, Llc DOS Process
152 TOM MILLER RD, PLATTSBURGH, NY 12901

Map & Locations

Clinton County View Map

Financials

Financial Information for Clute Wealth Management, LLC

Form 5500

CLUTE WEALTH MANAGEMENT, LLC

152 Tom Miller Road, Plattsburgh, Ny 12901 (518) 561-5707 EIN:45-4167723 Plan Admin:Christina Ubl
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,774,075 / $2,244,063 2023 CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 9 / 9 $1,774,075 / $2,244,063
2022 Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,178,381 / $1,774,075 2022 CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 9 / 9 $2,178,381 / $1,774,075
2021 Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,750,996 / $2,178,381 2021 CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 9 / 9 $1,750,996 / $2,178,381
2021 Plan NameCLUTE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 0 Assets BOY/EOY$2,182,047 / $0 2021 CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 7 / 0 $2,182,047 / $0
2020 Plan NameCLUTE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,043,906 / $2,182,047 2020 CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 7 / 7 $2,043,906 / $2,182,047
2020 Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,375,333 / $1,750,996 2020 CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 9 / 9 $1,375,333 / $1,750,996
2019 Plan NameCLUTE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,631,351 / $2,043,906 2019 CLUTE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 8 / 6 $1,631,351 / $2,043,906
2019 Plan NameCLUTE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,024,115 / $1,375,333 2019 CLUTE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 9 / 9 $1,024,115 / $1,375,333
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CLUTE WEALTH MANAGEMENT, LLC

152 Tom Miller Rd, PLATTSBURGH, NY 12901
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$99,564 Forgiven$100,293 LenderCommunity Bank, National Association Jobs7 04/29/2020 $99,564 $100,293 Community Bank, National Association 7
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Clute Wealth Management LLC Registered in Vermont
Plattsburgh, NY South Burlington, VT View Report
Clute Wealth Management, LLC Registered in Florida
Plattsburgh, NY Port Saint Lucie, FL View Report

Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
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