Fsa Wealth Management, LLC

Needham, MA

Massachusetts

Registered In

03/19/2019

Incorp. Date

Company Summary

Fsa Wealth Management, LLC at 144 Gould ST STE 120, Needham, Ma 02494 lists Simon Heslop and Gavin Morrissey as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

03/19/2019

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

Gavin Morrissey Registered Agent	144 GOULD ST STE 120, NEEDHAM, MA 02494
Simon Heslop Manager
Gavin Morrissey Manager
Gavin Morrissey REAL PROPERTY

Map & Locations

144 GOULD ST STE 120, NEEDHAM, MA 02494 View Map

Financials

Financial Information for Fsa Wealth Management, LLC

Form 5500

FSA WEALTH MANAGEMENT LLC

144 Gould Street, Suite 120, Needham, Ma 02494 (781) 455-1020 EIN:83-4392763 Plan Admin:Simon Heslop

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFSA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,421,068 / $1,929,917	2023	FSA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002	7 / 8	$1,421,068 / $1,929,917
2022	Plan NameFSA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,457,169 / $1,421,068	2022	FSA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 7	$1,457,169 / $1,421,068
2019	Plan NameFINANCIAL STRATEGY ASSOCIATES PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$581,054 / $856,813	2019	FINANCIAL STRATEGY ASSOCIATES PROFIT SHARING PLAN - Plan #002	3 / 3	$581,054 / $856,813

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor