Lightship Wealth Strategies, Inc. at 2344 Washington ST FL 2nd, Newton Lf, Ma 02462 lists Jonathan C. Wolff of Newton Lower Falls, MA as the associate.
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Jonathan C. Wolff
Registered Agent
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2344 WASHINGTON ST FL 2ND, NEWTON LOWER FALLS, MA 02462
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Jonathan C. Wolff
CEO
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2344 WASHINGTON ST FL 2ND, NEWTON LOWER FALLS, MA 02462
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Jonathan C. Wolff
President
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2344 WASHINGTON ST FL 2ND, NEWTON LOWER FALLS, MA 02462
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Jonathan C. Wolff
Director
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2344 WASHINGTON ST FL 2ND, NEWTON LOWER FALLS, MA 02462
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Jonathan C. Wolff
Secretary
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2344 WASHINGTON ST FL 2ND, NEWTON LOWER FALLS, MA 02462
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Jonathan C. Wolff
TREASURER
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2344 WASHINGTON ST FL 2ND, NEWTON LOWER FALLS, MA 02462
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2344 WASHINGTON ST FL 2ND, NEWTON LF, MA 02462
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIGHTSHIP WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,311,094 / $1,748,550 | 2023 | LIGHTSHIP WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $1,311,094 / $1,748,550 |
| 2022 | Plan NameLIGHTSHIP WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,550,879 / $1,311,094 | 2022 | LIGHTSHIP WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,550,879 / $1,311,094 |
| 2021 | Plan NameLIGHTSHIP WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,902,227 / $1,550,879 | 2021 | LIGHTSHIP WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $1,902,227 / $1,550,879 |
| 2020 | Plan NameLIGHTSHIP WEALTH STRATEGIES, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,405,409 / $1,902,227 | 2020 | LIGHTSHIP WEALTH STRATEGIES, INC. 401(K) P/S PLAN - Plan #001 | 5 / 5 | $1,405,409 / $1,902,227 |
| 2019 | Plan NameLIGHTSHIP WEALTH STRATEGIES, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$984,396 / $1,405,409 | 2019 | LIGHTSHIP WEALTH STRATEGIES, INC. 401(K) P/S PLAN - Plan #001 | 4 / 5 | $984,396 / $1,405,409 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$137,383 Forgiven$138,542 LenderBank of America, National Association Jobs5 | 05/01/2020 | $137,383 | $138,542 | Bank of America, National Association | 5 |
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