Elliott Wealth Management Services, LLC

Connecticut
Registered In
02/19/2010
Incorp. Date

Company Summary

Elliott Wealth Management Services, LLC at 84 Doral Ln, Southington, Ct 06489 lists Christopher Calandra of Southington, CT as the associate.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Llc
Status
Active
Website
Email
*********@elliottwealth.com
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Christopher Calandra Registered Agent
84 DORAL LN, SOUTHINGTON, CT 06489 (View Past Addresses)
Christopher Calandra
84 DORAL LN, SOUTHINGTON, CT 06489 176 LANING ST, SOUTHINGTON, CT 06489
84 DORAL LN, SOUTHINGTON, CT 06489 View Map
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Financial Information for Elliott Wealth Management Services, LLC

Form 5500

ELLIOTT WEALTH MANAGEMENT SERVICES, LLC

84 Doral Lane, Southington, Ct 06489 (203) 217-0398 EIN:27-1927611 Plan Admin:Christopher Calandra
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$448,853 / $715,172 2023 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $448,853 / $715,172
2022 Plan NameELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$407,915 / $448,853 2022 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $407,915 / $448,853
2021 Plan NameELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$229,096 / $407,915 2021 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 4 $229,096 / $407,915
2020 Plan NameELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$168,153 / $229,096 2020 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $168,153 / $229,096
2019 Plan NameELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$84,224 / $168,153 2019 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $84,224 / $168,153
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ELLIOTT WEALTH MANAGEMENT SERVICES LLC

76 Laning Street, Southington, Ct 06489-1631 Industry:Office Administrative Services
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$41,977 Forgiven$41,956 LenderBank of America, National Association Jobs5 05/01/2020 $41,977 $41,956 Bank of America, National Association 5
PPP Loans based on Paycheck Protection Program.
Address Match:84 Doral Ln Southington, CT
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The following government agencies have contributed data:

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