Windsor Strategy Partners, Inc. in New Jersey was registered on 12/28/2015. It is listed at Princeton.
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Princeton
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY31 / 28 Assets BOY/EOY$5,420,037 / $7,092,372 | 2023 | WINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 31 / 28 | $5,420,037 / $7,092,372 |
| 2022 | Plan NameWINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY22 / 29 Assets BOY/EOY$5,597,519 / $5,420,037 | 2022 | WINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 22 / 29 | $5,597,519 / $5,420,037 |
| 2021 | Plan NameWINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY20 / 22 Assets BOY/EOY$4,472,797 / $5,597,519 | 2021 | WINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 20 / 22 | $4,472,797 / $5,597,519 |
| 2020 | Plan NameWINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$3,330,867 / $4,472,797 | 2020 | WINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 19 / 20 | $3,330,867 / $4,472,797 |
| 2019 | Plan NameWINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$2,432,299 / $3,330,867 | 2019 | WINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 17 / 19 | $2,432,299 / $3,330,867 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/09/2020 | Approved$329,700 Forgiven$333,331 LenderBerkshire Bank Jobs12 | 04/09/2020 | $329,700 | $333,331 | Berkshire Bank | 12 |
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Windsor Strategy Partners, Inc.
Registered in Florida
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Naples, FL Princeton, NJ | View Report |