Michael J. Charleton, Jr., Cfp, Cfs, Inc.
New York
New York
Registered In
08/11/1998
Incorp. Date
Company Summary
Michael J. Charleton, Jr., Cfp, Cfs, Inc. at Monroe County lists The Corporation Att: President of Rochester, NY as the associate.
- Registered In
- New York
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Not Available
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- SEC | EDGAR Trellis.Law Recent News
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The Corporation Att: President
DOS Process
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2507 BROWNCROFT BLVD STE 203, ROCHESTER, NY 14625
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Monroe County
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Financial Information for Michael J. Charleton, Jr., Cfp, Cfs, Inc.
Form 5500
MICHAEL J. CHARLETON JR. CFP CFS INC.
277 Alexander ST - Suite 307, Rochester, Ny 14607 (585) 244-3050 EIN:16-1554555 Plan Admin:Michael Charleton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCHARLETON FINANCIAL 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$379,991 / $555,560 | 2023 | CHARLETON FINANCIAL 401(K) PLAN - Plan #002 | 3 / 3 | $379,991 / $555,560 |
| 2022 | Plan NameCHARLETON FINANCIAL 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$307,351 / $379,991 | 2022 | CHARLETON FINANCIAL 401(K) PLAN - Plan #002 | 3 / 3 | $307,351 / $379,991 |
| 2021 | Plan NameCHARLETON FINANCIAL 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$165,364 / $307,351 | 2021 | CHARLETON FINANCIAL 401(K) PLAN - Plan #002 | 3 / 3 | $165,364 / $307,351 |
| 2020 | Plan NameCHARLETON FINANCIAL 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$86,516 / $165,364 | 2020 | CHARLETON FINANCIAL 401(K) PLAN - Plan #002 | 3 / 3 | $86,516 / $165,364 |
| 2019 | Plan NameCHARLETON FINANCIAL 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$24,568 / $86,516 | 2019 | CHARLETON FINANCIAL 401(K) PLAN - Plan #002 | 3 / 3 | $24,568 / $86,516 |
Benefit & Retirement Plans based on Form 5500.
Person/Address Match:The Corporation Att President -
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The following government agencies have contributed data:
New York Department of State U.S. Department of Labor
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