Stanwich Advisors LLC

Florida
Registered In
06/04/2021
Incorp. Date

Company Summary

Stanwich Advisors LLC at 2300 N Scenic Hwy, Lake Wales, FL 33898 lists Daugherty Charles R of Lake Wales, FL as the associate.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Florida Limited Liability Co.
Status
Active
EIN
11-3663143
Website
Email
**********@stanwichadvisors.com
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Daugherty Charles R Registered Agent
MOUNTAIN LAKE, LAKE WALES, FL 33898
Daugherty Charles R Associate Member
2300 N SCENIC HWY, LAKE WALES, FL 33898
2300 N SCENIC HWY, LAKE WALES, FL 33898 View Map

Financial Information for Stanwich Advisors LLC

Form 5500

STANWICH ADVISORS, LLC

2300 North Scenic Highway Daugherty, Lake Wales, FL 33898 (203) 249-5939 EIN:11-3663143 Plan Admin:Charles Daugherty
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameSTANWICH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 3 Assets BOY/EOY$375,021 / $133,039 2021 STANWICH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 7 / 3 $375,021 / $133,039
2020 Plan NameSTANWICH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 8 Assets BOY/EOY$426,904 / $375,021 2020 STANWICH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 12 / 8 $426,904 / $375,021
2019 Plan NameSTANWICH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 12 Assets BOY/EOY$429,277 / $426,904 2019 STANWICH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 8 / 12 $429,277 / $426,904
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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