Milestone Wealth Management, LLC
New Jersey
New Jersey
Registered In
10/04/2016
Incorp. Date
Company Summary
Milestone Wealth Management, LLC in New Jersey was registered on 10/04/2016. It is listed at Voorhees.
- Registered In
- New Jersey
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
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Voorhees
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Financial Information for Milestone Wealth Management, LLC
Form 5500
MILESTONE WEALTH MANAGEMENT, LLC
2 Sheppard Road Suite 301, Voorhees, Nj 08043 (856) 489-5040 EIN:81-4223495 Plan Admin:Daniel E. Hernandez, Cfp| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$721,805 / $814,053 | 2022 | MILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 6 / 7 | $721,805 / $814,053 |
| 2021 | Plan NameMILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$531,709 / $721,805 | 2021 | MILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $531,709 / $721,805 |
| 2020 | Plan NameMILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$439,774 / $531,709 | 2020 | MILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $439,774 / $531,709 |
| 2019 | Plan NameMILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$316,129 / $439,774 | 2019 | MILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $316,129 / $439,774 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MILESTONE WEALTH MANAGEMENT
2 Sheppard Road Ste 301, Voorhees, NJ 08043| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/23/2021 | Approved$57,300 Forgiven$57,715 Lender1st Colonial Community Bank Jobs4 | 01/23/2021 | $57,300 | $57,715 | 1st Colonial Community Bank | 4 |
| 04/13/2020 | Approved$100,000 Forgiven$100,719 Lender1st Colonial Community Bank Jobs4 | 04/13/2020 | $100,000 | $100,719 | 1st Colonial Community Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Milestone Private Wealth Management, LLC
Registered in California
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Aliso Viejo, CA Ventura, CA | View Report | |
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Milestone Wealth Management, LLC
Registered in North Carolina
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Burlington, NC | View Report | |
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Milestone Wealth Management, LLC
Registered in North Carolina
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Raleigh, NC | View Report | |
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Milestone Wealth Management, LLC
Registered in Florida
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Miami, FL | 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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