Synergy Private Wealth LLC
Massachusetts
Registered In
06/30/2020
Incorp. Date
Company Summary
Synergy Private Wealth LLC at 100 William ST STE 300, Wellesley, Ma 02481 lists Duston Ladieu as the associate.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Duston Ladieu
Registered Agent
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100 WILLIAM ST STE 300, WELLESLEY, MA 02481
(View Past Addresses)
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Duston Ladieu
Manager
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Duston Ladieu
REAL PROPERTY
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100 WILLIAM ST STE 300, WELLESLEY, MA 02481
View Map
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Financial Information for Synergy Private Wealth LLC
Form 5500
SYNERGY PRIVATE WEALTH LLC
100 William ST Suite 300, Wellesley Hills, Ma 02481 (781) 239-2028 EIN:85-3546790 Plan Admin:Edward Rojas| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSYNERGY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$112,790 / $229,908 | 2023 | SYNERGY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $112,790 / $229,908 |
| 2022 | Plan NameSYNERGY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$37,982 / $112,790 | 2022 | SYNERGY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $37,982 / $112,790 |
| 2021 | Plan NameSYNERGY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $37,982 | 2021 | SYNERGY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $0 / $37,982 |
Benefit & Retirement Plans based on Form 5500.
Address Match:100 William St Ste 300 Wellesley, MA
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The following government agencies have contributed data:
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