Vescio Family Advisors LLC in Bedford Hills, NY was registered on 03/25/2014. It is listed at 2 Depot Plz STE 403, Bedford Hills, Ny 10507.
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2 DEPOT PLZ STE 403, BEDFORD HILLS, NY 10507
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVESCIO FAMILY ADVISORS, LLC 401K PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,071,725 / $1,041,069 | 2022 | VESCIO FAMILY ADVISORS, LLC 401K PLAN - Plan #001 | 12 / 13 | $1,071,725 / $1,041,069 |
| 2022 | Plan NameVESCIO FAMILY ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$376,151 / $456,948 | 2022 | VESCIO FAMILY ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 6 / 7 | $376,151 / $456,948 |
| 2021 | Plan NameVESCIO FAMILY ADVISORS, LLC 401K PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$805,697 / $1,071,725 | 2021 | VESCIO FAMILY ADVISORS, LLC 401K PLAN - Plan #001 | 12 / 12 | $805,697 / $1,071,725 |
| 2021 | Plan NameVESCIO FAMILY ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$324,525 / $376,151 | 2021 | VESCIO FAMILY ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 6 / 7 | $324,525 / $376,151 |
| 2020 | Plan NameVESCIO FAMILY ADVISORS, LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$617,385 / $805,697 | 2020 | VESCIO FAMILY ADVISORS, LLC 401K PLAN - Plan #001 | 9 / 11 | $617,385 / $805,697 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/06/2021 | Approved$186,428 Forgiven$187,572 LenderTD Bank, National Association Jobs14 | 02/06/2021 | $186,428 | $187,572 | TD Bank, National Association | 14 |
| 04/14/2020 | Approved$212,060 Forgiven$214,387 LenderTD Bank, National Association Jobs8 | 04/14/2020 | $212,060 | $214,387 | TD Bank, National Association | 8 |
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