Hendershott Wealth Management, LLC
California
Registered In
03/07/2014
Incorp. Date
Company Summary
Hendershott Wealth Management, LLC at 2025 Gateway Pl STE 405, San Jose, Ca 95110 lists Hilary Hendershott of San Jose, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Converted Out
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Hilary Hendershott
Individual Agent
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2025 GATEWAY PL STE 405, SAN JOSE, CA 95110
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Hilary Hendershott
CEO
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2025 GATEWAY PL STE 405, SAN JOSE, CA 95110
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Hilary Hendershott
Manager
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2025 GATEWAY PL STE 405, SAN JOSE, CA 95110
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2025 GATEWAY PL STE 405, SAN JOSE, CA 95110
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Financial Information for Hendershott Wealth Management, LLC
Form 5500
HENDERSHOTT WEALTH MANAGEMENT, LLC
2025 Gateway Place Suite 405, San Jose, Ca 95110 (408) 769-3005 EIN:46-5092810 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$868,509 / $924,732 | 2022 | HENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 7 / 8 | $868,509 / $924,732 |
| 2021 | Plan NameHENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$630,868 / $868,509 | 2021 | HENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 7 | $630,868 / $868,509 |
| 2020 | Plan NameHILARY HENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$482,319 / $630,868 | 2020 | HILARY HENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 4 | $482,319 / $630,868 |
| 2019 | Plan NameHILARY HENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$44,653 / $482,319 | 2019 | HILARY HENDERSHOTT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $44,653 / $482,319 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HENDERSHOTT WEALTH MANAGEMENT, LLC
2025 Gateway Place, Ste. 405, SAN JOSE, CA 95110| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$65,276 Forgiven$66,052 LenderCustomers Bank Jobs4 | 04/28/2020 | $65,276 | $66,052 | Customers Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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