Liberty Wealth Advisors, LLC

Connecticut
Registered In
01/03/0001
Incorp. Date

Company Summary

Liberty Wealth Advisors, LLC in Connecticut was registered on 01/03/0001. The status for this business is listed as expired reservation.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Expired Reservation
Registration Type
Domestic
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Financials

Financial Information for Liberty Wealth Advisors, LLC

Form 5500

LIBERTY WEALTH ADVISORS LLC

707 Summer ST - 4th Floor, Stamford, Ct 06901 (203) 323-6666 EIN:80-0792628 Plan Admin:Edward Rojas
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$22,671 / $0 2022 LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 0 $22,671 / $0
2021 Plan NameLIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$19,227 / $22,671 2021 LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 3 $19,227 / $22,671
2020 Plan NameLIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $19,227 2020 LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $19,227
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Liberty Wealth Advisors, LLC Registered in Florida
Naples, FL Tallahassee, FL View Report
Liberty Wealth Advisors, LLC Registered in Connecticut
Naples, FL Wilmington, DE View Report
Liberty Wealth Advisors, LLC Registered in Connecticut
F, FL View Report
Liberty Wealth Advisors, LLC Registered in Rhode Island
Barrington, RI Stamford, CT View Report
Liberty Wealth Advisors, LLC Registered in Connecticut
Stamford, CT Wilmington, DE (1 more) View Report

Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor
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