Wetherby Partners, LLC
Connecticut
Registered In
06/03/2004
Incorp. Date
Company Summary
Wetherby Partners, LLC at 225 High Ridge Rd East 210, Stamford, Ct 06905 lists Richard Jacoby of Stamford, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Email
**************@wetherbypartnersllc.com
Search Other Resources
People
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Robert S. Cooper
Registered Agent
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11 GREAT OAK FARM RD, MONROE, CT 06468
1000 LAFAYETTE BVLD, BRIDGEPORT, CT 06604
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|
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Richard Jacoby
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315 EMERY DR E, STAMFORD, CT 06902
225 HIGH RIDGE RD EAST 210, STAMFORD, CT 06905-3000
(View Past Addresses)
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Map & Locations
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225 HIGH RIDGE RD EAST 210, STAMFORD, CT 06905
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Wetherby Partners, LLC
Form 5500
WETHERBY PARTNERS LLC
225 High Ridge Rd East 210, Stamford, Ct 06905 (203) 351-1137 EIN:20-1261166 Plan Admin:Richard Jacoby| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,111,936 / $899,740 | 2022 | WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $1,111,936 / $899,740 |
| 2021 | Plan NameWETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$870,360 / $1,111,936 | 2021 | WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $870,360 / $1,111,936 |
| 2020 | Plan NameWETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$627,799 / $870,360 | 2020 | WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $627,799 / $870,360 |
| 2019 | Plan NameWETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$429,321 / $627,799 | 2019 | WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $429,321 / $627,799 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor
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