Wise Advise + Assist Team, LLC

Venice, FL

Florida

Registered In

11/29/2016

Incorp. Date

Company Summary

Wise Advise + Assist Team, LLC at 412 Bayshore Dr, Venice, FL 34285 lists Jaquith Diana of Venice, FL as the associate.

Boone Stuart Registered Agent	1001 AVENIDA DEL CIRCO, VENICE, FL 34285
Jaquith Diana Manager	412 BAYSHORE DR, VENICE, FL 34285

412 BAYSHORE DR, VENICE, FL 34285 View Map

Form 5500

412 Bayshore Drive, Venice, FL 34285 (941) 468-5559 EIN:81-4600507 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWISE ADVISE ASSIST TEAM 401(K) PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$40,470 / $152,049	2023	WISE ADVISE ASSIST TEAM 401(K) PLAN - Plan #001	4 / 7	$40,470 / $152,049
2022	Plan NameWISE ADVISE ASSIST TEAM 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$29,888 / $40,470	2022	WISE ADVISE ASSIST TEAM 401(K) PLAN - Plan #001	3 / 4	$29,888 / $40,470
2021	Plan NameWISE ADVISE ASSIST TEAM 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$5,388 / $29,888	2021	WISE ADVISE ASSIST TEAM 401(K) PLAN - Plan #001	2 / 3	$5,388 / $29,888
2020	Plan NameWISE ADVISE ASSIST TEAM 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $5,388	2020	WISE ADVISE ASSIST TEAM 401(K) PLAN - Plan #001	0 / 2	$0 / $5,388

Benefit & Retirement Plans based on Form 5500.

Address Match:412 Bayshore Dr Venice, FL

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Person/City Match:Boone Stuart - Venice, FL

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Person/City Match:Jaquith Diana - Venice, FL

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Street Match:Bayshore Dr Venice, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor

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