Arista Wealth Advisors, LTD.

New York

Registered In

11/17/1988

Incorp. Date

Company Summary

Arista Wealth Advisors, LTD. at Albany County lists Arista Wealth Advisors, Ltd. and Timothy E. Casserly of Albany, NY as the associates.

Registered In

New York

Incorporation Date

11/17/1988

Company Type

Domestic Business Corporation

Status

Not Available

Registration Type

Domestic

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Arista Wealth Advisors, Ltd. DOS Process	255 WASHINGTON AVENUE EXT STE 104, ALBANY, NY 12205
Arista Wealth Advisors, Ltd. Location	255 WASHINGTON AVENUE EXT STE 104, ALBANY, NY 12205
Timothy E. Casserly CEO	TIMOTHY E. CASSERLY SUITE 104, ALBANY, NY 12205 (View Past Addresses)

Albany County View Map

Form 5500

Suite 104, Albany, Ny 12205 (518) 452-3805 EIN:14-1712616 Plan Admin:Karin J. Lopez

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$1,278,673 / $0	2023	ARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 0	$1,278,673 / $0
2022	Plan NameARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,346,878 / $1,278,673	2022	ARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,346,878 / $1,278,673
2021	Plan NameARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,064,065 / $1,346,878	2021	ARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,064,065 / $1,346,878
2020	Plan NameARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$650,757 / $1,064,065	2020	ARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$650,757 / $1,064,065
2019	Plan NameARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$480,462 / $650,757	2019	ARISTA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$480,462 / $650,757

Benefit & Retirement Plans based on Form 5500.

PPP Loans

255 Washington Ave Suite 104, ALBANY, NY 12205

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$77,400 Forgiven$77,879 LenderBallston Spa National Bank Jobs4	04/04/2020	$77,400	$77,879	Ballston Spa National Bank	4

PPP Loans based on Paycheck Protection Program.

Person/City Match:Timothy E Casserly - Albany, NY

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