Berkshire Wilton Partners, LLC

John T. Shaban Esq. Registered Agent	2 JEFFERSON PLZ STE 100, POUGHKEEPSIE, NY 12601 29 LEDGEWOOD RD, REDDING, CT 06896
Paul Reiss	980 BOSTON POST RD STE 1, DARIEN, CT 06820 33 SALEM RD, NEW CANAAN, CT 06840

980 BOSTON POST RD STE 1, DARIEN, CT 06820 View Map

Form 5500

980 Boston Post Road, Suite 1, Darien, Ct 06820 (203) 761-9943 EIN:06-1612340 Plan Admin:Paul Reiss

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,096,028 / $1,408,780	2023	BERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 10	$1,096,028 / $1,408,780
2022	Plan NameBERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,229,941 / $1,096,028	2022	BERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 9	$1,229,941 / $1,096,028
2021	Plan NameBERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,040,195 / $1,229,941	2021	BERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 9	$1,040,195 / $1,229,941
2020	Plan NameBERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$811,213 / $1,040,195	2020	BERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 9	$811,213 / $1,040,195
2019	Plan NameBERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$615,517 / $811,213	2019	BERKSHIRE WILTON PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 7	$615,517 / $811,213

Benefit & Retirement Plans based on Form 5500.

PPP Loans

980 Post Road Suite 1, Darien, Ct 06820 Industry:Office Administrative Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$141,478 Forgiven$142,575 LenderBank of America, National Association Jobs7	05/01/2020	$141,478	$142,575	Bank of America, National Association	7

PPP Loans based on Paycheck Protection Program.

Address Match:980 Boston Post Rd Darien, CT

Berkshire Wilton Partners, LLC Registered in Massachusetts	Darien, CT	View Report
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Related Business Names:

Berkshire Wilton Partners, LLC Registered in New York	Darien, CT		View Report
Berkshire Wilton Partners, LLC Registered in Rhode Island	Newport, RI Wilton, CT		View Report

Person/City Match:John T Shaban Esq - Redding, CT

Giants in The Community, Inc. Registered in Connecticut	Redding, CT		View Report
It Design Group, LLC Registered in Connecticut	Redding, CT Sandy Hook, CT		View Report

Person/City Match:Paul Reiss - New Canaan, CT

Reiss and Company, LLC Registered in Connecticut	New Canaan, CT	View Report
Waveny At Home, Inc. Registered in Connecticut	New Canaan, CT	View Report
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Salem Street Books, L.L.C. Registered in Connecticut	New Canaan, CT	View Report

The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor U.S. Small Business Administration

Company Summary