Lightship Wealth Strategies, Inc.
Massachusetts
Registered In
07/31/2006
Incorp. Date
Company Summary
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.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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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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Financial Information for Lightship Wealth Strategies, Inc.
Form 5500
LIGHTSHIP WEALTH STRATEGIES, INC.
2344 Washington Street 2nd Floor, Newton Lower Falls, Ma 02462 (617) 581-6666 EIN:20-5308761 Plan Admin:Jonathan Wolff| 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 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIGHTSHIP WEALTH STRATEGIES, INC
2344 Washington ST STE 2, Newton Lower Falls, Ma 02462-1475 Industry:All Other Business Support Services| 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 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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