Prentice Wealth Management, LLC
Massachusetts
Registered In
06/26/2014
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Prentice Wealth Management, LLC at 110 Linden Oaks Dr STE F, Rochester, Ny 14625 lists William J. Prentice II of Rochester, NY and Shawn Tesoro.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New York
- Company Type
- Foreign Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Incorp Services, Inc.
Registered Agent
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44 SCHOOL ST STE 505, BOSTON, MA 02108
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William J. Prentice II
Manager
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110 LINDEN OAKS DR STE F, ROCHESTER, NY 14625
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Shawn Tesoro
Manager
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William J. Prentice II
REAL PROPERTY
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110 LINDEN OAKS DR STE F, ROCHESTER, NY 14625
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110 LINDEN OAKS DR STE F, ROCHESTER, NY 14625
View Map
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Financial Information for Prentice Wealth Management, LLC
Form 5500
PRENTICE WEALTH MANAGEMENT, LLC
110 Linden Oaks Drive, Suite F, Rochester, Ny 14625 (585) 218-0001 EIN:36-4624650 Plan Admin:William Prentice| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NamePRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$1,047,768 / $988,798 | 2022 | PRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 10 | $1,047,768 / $988,798 |
| 2021 | Plan NamePRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$713,958 / $1,047,768 | 2021 | PRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $713,958 / $1,047,768 |
| 2020 | Plan NamePRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$450,732 / $713,958 | 2020 | PRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $450,732 / $713,958 |
| 2019 | Plan NamePRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$126,153 / $450,732 | 2019 | PRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 7 / 8 | $126,153 / $450,732 |
Benefit & Retirement Plans based on Form 5500.
Address Match:110 Linden Oaks Dr Rochester, NY
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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