Piermont Wealth Management Inc.
New York
New York
Registered In
10/31/2000
Incorp. Date
Company Summary
Piermont Wealth Management Inc. at Suffolk County lists C/O Capell of Melville, 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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C/O Capell
DOS Process
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48 S SERVICE RD STE 100, MELVILLE, NY 11747
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Suffolk County
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Financial Information for Piermont Wealth Management Inc.
Form 5500
PIERMONT WEALTH MANAGEMENT, INC.
48 South Service Rd STE 102, Melville, Ny 11747 (631) 454-1585 EIN:13-4143843 Plan Admin:Philip Capell| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePIERMONT WEALTH MANAGEMENT, INC RET TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$842,366 / $1,018,810 | 2023 | PIERMONT WEALTH MANAGEMENT, INC RET TRUST - Plan #001 | 5 / 4 | $842,366 / $1,018,810 |
| 2022 | Plan NamePIERMONT WEALTH MANAGEMENT, INC RET TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$886,529 / $842,366 | 2022 | PIERMONT WEALTH MANAGEMENT, INC RET TRUST - Plan #001 | 4 / 5 | $886,529 / $842,366 |
| 2021 | Plan NamePIERMONT WEALTH MANAGEMENT, INC. RET TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,224,373 / $886,529 | 2021 | PIERMONT WEALTH MANAGEMENT, INC. RET TRUST - Plan #001 | 5 / 4 | $1,224,373 / $886,529 |
| 2020 | Plan NamePIERMONT WEALTH MANAGEMENT, INC. RET TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,043,475 / $1,224,373 | 2020 | PIERMONT WEALTH MANAGEMENT, INC. RET TRUST - Plan #001 | 5 / 5 | $1,043,475 / $1,224,373 |
| 2019 | Plan NamePIERMONT WEALTH MANAGEMENT, INC. RET TRUST Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$793,355 / $1,043,475 | 2019 | PIERMONT WEALTH MANAGEMENT, INC. RET TRUST - Plan #001 | 6 / 4 | $793,355 / $1,043,475 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PIERMONT WEALTH MANAGEMENT INC.
48 S Service Rd STE 102, Melville, Ny 11747| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$83,727 Forgiven$84,600 LenderJPMorgan Chase Bank, National Association Jobs5 | 05/01/2020 | $83,727 | $84,600 | JPMorgan Chase Bank, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Piermont Wealth Management Inc
Registered in Florida
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Boca Raton, FL Melville, NY | View Report |
The following government agencies have contributed data:
New York Department of State U.S. Department of Labor U.S. Small Business Administration
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