Wellington Financial Services, Incorporated in Deerfield Beach, FL lists Gillespie, R Bowen and Lepow, Irwin R of Boca Raton, FL
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Lepow, Irwin R
Registered Agent
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784 CAMINO LAKES CIR, BOCA RATON, FL 33432
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Gillespie, R Bowen
Director
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2250 GLADES RD, BOCA RATON, FL
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Lepow, Irwin R
President/Director
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784 CAMINO LAKES CIR, BOCA RATON, FL
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700 W HILLSBORO BLVD BLDG 2 STE 205, DEERFIELD BEACH, FL 33441
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,046,389 / $2,407,213 | 2023 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $2,046,389 / $2,407,213 |
| 2022 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,172,104 / $2,046,389 | 2022 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $2,172,104 / $2,046,389 |
| 2021 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,922,910 / $2,172,104 | 2021 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,922,910 / $2,172,104 |
| 2020 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,662,760 / $1,922,910 | 2020 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,662,760 / $1,922,910 |
| 2019 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,281,533 / $1,662,760 | 2019 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,281,533 / $1,662,760 |
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