Clute Wealth Management LLC
Vermont
Registered In
01/12/2012
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Clute Wealth Management LLC at 152 Tom Miller Rd, Plattsburgh, Ny 12901 lists Christina Ubl and Adam Robert of South Burlington, VT as associates.
Overview
Registered In
Vermont
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
New York
Search Other Resources
People
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Heidi G Clute
Registered Agent
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1233 SHELBURNE RD # 202, SOUTH BURLINGTON, VT 05403
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Christina Ubl
Member
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1233 SHELBURNE RD STE 202, SOUTH BURLINGTON, VT 05403
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Adam Robert
Member
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1233 SHELBURNE RD STE 202, SOUTH BURLINGTON, VT 05403
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Heidi G Clute
Member
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152 TOM MILLER RD, PLATTSBURGH
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Heidi G. Clute
Manager
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1233 SHELBURNE RD STE 202, SOUTH BURLINGTON, VT 05403
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Map & Locations
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152 TOM MILLER RD, PLATTSBURGH, NY 12901
View Map
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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 |
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
Address Match:152 Tom Miller Rd Plattsburgh, NY
|
Clute Wealth Management, LLC
Registered in Florida
|
Plattsburgh, NY Port Saint Lucie, FL | View Report |
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Clute Wealth Management, LLC
Registered in New York
|
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Person/City Match:Christina Ubl - South Burlington, VT
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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Registered in New Hampshire
|
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|
Cooke Property Holdings, LLC
Registered in Texas
|
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|
Swan International, LLC
Registered in Florida
|
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|
Wf Realty, Inc.
Registered in New Hampshire
|
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|
N. Wilson Holdings Vt LLC
Registered in Vermont
|
Plattsburgh, NY | View Report | |
|
Cogan Usa Inc.
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|
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|
Cote Steel Erectors Inc.
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|
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|
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Registered in Vermont
|
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Sources
The following government agencies have contributed data:
• Vermont Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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