Wingate Wealth Advisors, LLC

Lexington, MA

Massachusetts

Registered In

12/15/2011

Incorp. Date

Company Summary

Wingate Wealth Advisors, LLC at 450 Bedford St, Lexington, Ma 02420 lists Matthew A. Lasker and John C Slupski III of Lexington, MA as associates.

Registered In: Massachusetts
Incorporation Date: 12/15/2011
Registration Type: Domestic
Company Type: Domestic Limited Liability Company (Llc)
Status: Active
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Jeffrey H. White Registered Agent	450 BEDFORD ST, LEXINGTON, MA 02420
Matthew A. Lasker Manager	450 BEDFORD ST, LEXINGTON, MA 02420 (View Past Addresses)
John C Slupski III Manager	450 BEDFORD ST, LEXINGTON, MA 02420
Gary D. Pomerantz Manager	450 BEDFORD ST, LEXINGTON, MA 02420 (View Past Addresses)
Jeffrey H. White Manager	450 BEDFORD ST, LEXINGTON, MA 02420
Jeffrey H. White REAL PROPERTY	450 BEDFORD ST, LEXINGTON, MA 02420
Gary D. Pomerantz REAL PROPERTY	450 BEDFORD ST, LEXINGTON, MA 02420 (View Past Addresses)
John C Slupski III REAL PROPERTY	450 BEDFORD ST, LEXINGTON, MA 02420
Matthew A. Lasker REAL PROPERTY	450 BEDFORD ST, LEXINGTON, MA 02420

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450 BEDFORD ST, LEXINGTON, MA 02420 View Map

Financial Information for Wingate Wealth Advisors, LLC

Form 5500

WINGATE WEALTH ADVISORS, LLC

450 Bedford Street, Lexington, Ma 02420 (781) 862-7100 EIN:45-4046406 Plan Admin:Kara E Sullivan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWINGATE WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY30 / 32 Assets BOY/EOY$4,977,038 / $6,524,997	2023	WINGATE WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	30 / 32	$4,977,038 / $6,524,997
2022	Plan NameWINGATE WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$6,162,733 / $4,977,038	2022	WINGATE WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	27 / 30	$6,162,733 / $4,977,038
2021	Plan NameWINGATE WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY26 / 25 Assets BOY/EOY$5,095,308 / $6,162,733	2021	WINGATE WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	26 / 25	$5,095,308 / $6,162,733
2020	Plan NameWINGATE WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY27 / 26 Assets BOY/EOY$3,931,258 / $5,095,308	2020	WINGATE WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	27 / 26	$3,931,258 / $5,095,308
2019	Plan NameWINGATE WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 27 Assets BOY/EOY$3,852,083 / $3,931,258	2019	WINGATE WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	28 / 27	$3,852,083 / $3,931,258

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WINGATE WEALTH ADVISORS LLC

450 Bedford St, Lexington, Ma 02420-1500

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$380,700 Forgiven$0 LenderEnterprise Bank and Trust Company Jobs18	04/13/2020	$380,700	$0	Enterprise Bank and Trust Company	18

PPP Loans based on Paycheck Protection Program.

Address Match:450 Bedford St Lexington, MA

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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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