Elliott Wealth Management Services, LLC at 16910 S Us Hwy 441 STE 203, Summerfield, FL 34491 lists Calandra Christopher J of Southington, CT as the associate.
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Brock Lindy
Registered Agent
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16910 S US HWY 441, SUMMERFIELD, FL 34491
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Calandra Christopher J
Member
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84 DORAL LN, SOUTHINGTON, CT 06489
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16910 S US HWY 441 STE 203, SUMMERFIELD, FL 34491
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| 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 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 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 |
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