Wealth Management Associates, LLC

Registered In: California
Incorporation Date: 01/11/2016
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Limited Liability Company - Out of State
Status: Forfeited - Ftb/Sos
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Rich Torres Individual Agent

1999 AVENUE OF THE STARS STE 1000, LOS ANGELES, CA 90067

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1999 AVENUE OF THE STARS STE 1000, LOS ANGELES, CA 90067 View Map
45 BROADWAY STE 2230, NEW YORK, NY 10006 (Mailing) View Map

Financial Information for Wealth Management Associates, LLC

Form 5500

WEALTH MANAGEMENT ASSOCIATES, LLC

45 Broadway - Suite 2230, New York, Ny 10006 (646) 736-2394 EIN:04-3782664 Plan Admin:Marc Moscowitz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,092,128 / $938,561	2022	WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001	10 / 9	$1,092,128 / $938,561
2021	Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$937,465 / $1,092,128	2021	WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001	10 / 10	$937,465 / $1,092,128
2020	Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$838,521 / $937,465	2020	WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001	11 / 10	$838,521 / $937,465
2019	Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$700,295 / $838,521	2019	WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001	11 / 11	$700,295 / $838,521

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WEALTH MANAGEMENT ASSOCIATES LLC

2410 Bridge Ln PO Box 778, Cutchogue, NY 11935-1361 Industry:Other Accounting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/16/2021	Approved$97,525 Forgiven$98,547 LenderJPMorgan Chase Bank, National Association Jobs6	03/16/2021	$97,525	$98,547	JPMorgan Chase Bank, National Association	6

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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Wealth Management Associates, LLC

Company Summary

Financial Information for Wealth Management Associates, LLC

WEALTH MANAGEMENT ASSOCIATES, LLC

WEALTH MANAGEMENT ASSOCIATES LLC