Davidson Wealth Management LLC
New Jersey
New Jersey
Registered In
02/17/2010
Incorp. Date
Company Summary
Davidson Wealth Management LLC in New Jersey was registered on 02/17/2010. It is listed at Manlapan.
- Registered In
- New Jersey
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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MANLAPAN
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Financial Information for Davidson Wealth Management LLC
Form 5500
DAVIDSON WEALTH MANAGEMENT LLC
198 Route 9 North, Suite 205, Manalapan, Nj 07726 (732) 409-1060 EIN:27-1919618 Plan Admin:Richard Prozzo| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDAVIDSON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$919,799 / $1,199,470 | 2023 | DAVIDSON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 6 | $919,799 / $1,199,470 |
| 2022 | Plan NameDAVIDSON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,117,594 / $919,799 | 2022 | DAVIDSON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $1,117,594 / $919,799 |
| 2019 | Plan NameDAVIDSON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$538,240 / $725,596 | 2019 | DAVIDSON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 6 | $538,240 / $725,596 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DAVIDSON WEALTH MANAGEMENT LLC
198 Us Highway 9 STE 205, Manalapan, Nj 07726-3073| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$84,082 Forgiven$84,778 LenderBank of America, National Association Jobs6 | 05/01/2020 | $84,082 | $84,778 | Bank of America, National Association | 6 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Davidson Wealth Management LLC
Registered in Florida
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Tampa, FL | View Report | |
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Davidson Wealth Management LLC
Registered in North Carolina
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Davidson, NC | View Report | |
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Waters & Davidson Wealth Management Group LLC
Registered in Virginia
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Glen Allen, VA | View Report |
The following government agencies have contributed data:
New Jersey Division of Revenue and Enterprise Services U.S. Department of Labor U.S. Small Business Administration
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