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IVORY WEALTH MANAGEMENT, INC.

Company Details

Entity Name: IVORY WEALTH MANAGEMENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 21 Apr 2014 (Companies founded in April 2014)
Business ALEI: 1139612
Annual report due: 09 Jan 2024
NAICS code: 523120 - Securities Brokerage
Business address: 124 Westbrook Rd, Essex, CT, 06426, United States
Mailing address: 124 Westbrook Rd, 201, Essex, CT, United States, 06426
ZIP code: 06426 (Companies in Middlesex, 06426)
County: Middlesex
Place of Formation: CONNECTICUT
Total authorized shares: 150000
E-Mail: charles@ivorywealthmgmt.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 465402797 2024-07-11 IVORY WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing CHARLES CRILLY
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 465402797 2023-10-13 IVORY WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing CHARLES CRILLY
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 465402797 2022-09-30 IVORY WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of

Role Plan administrator
Date 2022-09-30
Name of individual signing KATHERINE HOFMANN
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 465402797 2021-07-28 IVORY WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of

Role Plan administrator
Date 2021-07-28
Name of individual signing KATHERINE HOFMANN
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 465402797 2020-10-01 IVORY WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of

Role Plan administrator
Date 2020-10-01
Name of individual signing KATHERINE HOFMANN
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 2018 465402797 2019-06-05 IVORY WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Charles Crilly Agent 124 Westbrook Rd, 201, Essex, CT, 06426, United States 124 Westbrook Rd, 201, Essex, CT, 06426, United States +1 860-391-1414 charles@ivorywealthmgmt.com 32 River Road Dr, Essex, CT, 06426-1377, United States

Officer

Name Role Business address Phone E-Mail Residence address
Charles Crilly Officer 124 Westbrook Rd, 201, Essex, CT, 06426, United States +1 860-391-1414 charles@ivorywealthmgmt.com 32 River Road Dr, Essex, CT, 06426-1377, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0008006965 2023-01-09 2023-01-09 First Report Organization and First Report 2016
0005088440 2014-04-21 No data Business Formation Certificate of Incorporation No data

Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website