Hendershott Wealth Management, LLC
California
Registered In
11/01/2023
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Hendershott Wealth Management, LLC at 2025 Gateway Pl STE 405, San Jose, Ca 95110 lists Hilary Hendershott of Dorado, PR as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Alyssa Hause
Individual Agent
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2668 BARCELONA, PISMO BEACH, CA 93449
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Hilary Hendershott
CEO
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13 SALT LN, DORADO, PR 00646
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Hilary Hendershott
Manager
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13 SALT LN, DORADO, PR 00646
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2025 GATEWAY PL STE 405, SAN JOSE, CA 95110
View Map
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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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