One Charles Private Wealth Services, LLC

Massachusetts
Registered In
12/23/2015
Incorp. Date

Company Summary

One Charles Private Wealth Services, LLC at 99 Derby ST STE 100, Hingham, Ma 02043 lists Paul Squarcia as the associate.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
Inactive
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Paul Squarcia Registered Agent
99 DERBY ST STE 101, HINGHAM, MA 02043
Paul Squarcia Manager
Paul Squarcia REAL PROPERTY
Paul Squarcia SOC SIGNATORY
99 DERBY ST STE 100, HINGHAM, MA 02043 View Map

Financial Information for One Charles Private Wealth Services, LLC

Form 5500

ONE CHARLES PRIVATE WEALTH SERVICES, LLC

99 Derby Street, Suite 100, Hingham, Ma 02043 (617) 337-4206 EIN:81-4753725 Plan Admin:Paul Squarcia
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$668,948 / $978,964 2023 ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 7 / 8 $668,948 / $978,964
2022 Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 7 Assets BOY/EOY$660,449 / $668,948 2022 ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 11 / 7 $660,449 / $668,948
2021 Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$494,898 / $660,449 2021 ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 18 / 12 $494,898 / $660,449
2020 Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 7 Assets BOY/EOY$361,465 / $494,898 2020 ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 21 / 7 $361,465 / $494,898
2019 Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 17 Assets BOY/EOY$270,676 / $361,465 2019 ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 11 / 17 $270,676 / $361,465
Benefit & Retirement Plans based on Form 5500.
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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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