Oakwood Financial Services, LLC
New York
New York
Registered In
07/25/2001
Incorp. Date
Company Summary
Oakwood Financial Services, LLC at Monroe County lists Oakwood Financial Services, Llc of Rochester, NY as the associate.
Overview
Registered In
New York
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
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Oakwood Financial Services, Llc
DOS Process
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190 LINDEN OAKS STE A, ROCHESTER, NY 14625
(View Past Addresses)
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Map & Locations
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Monroe County
View Map
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Financials
Financial Information for Oakwood Financial Services, LLC
Form 5500
OAKWOOD FINANCIAL SERVICES, LLC
190 Linden Oaks Suite A, Rochester, Ny 14625 (585) 787-6870 EIN:16-1610216 Plan Admin:Michael Mcnaughton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY12 / 16 Assets BOY/EOY$2,233,418 / $2,902,413 | 2023 | OAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN - Plan #001 | 12 / 16 | $2,233,418 / $2,902,413 |
| 2023 | Plan NameOAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 12 Assets BOY/EOY$417,470 / $695,764 | 2023 | OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN - Plan #002 | 8 / 12 | $417,470 / $695,764 |
| 2022 | Plan NameOAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$2,354,902 / $2,233,418 | 2022 | OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN - Plan #001 | 13 / 15 | $2,354,902 / $2,233,418 |
| 2022 | Plan NameOAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$208,421 / $417,470 | 2022 | OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN - Plan #002 | 9 / 8 | $208,421 / $417,470 |
| 2021 | Plan NameOAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,880,017 / $2,354,902 | 2021 | OAKWOOD FINANCIAL SERVICES, LLC 401K SAVINGS PLAN - Plan #001 | 11 / 10 | $1,880,017 / $2,354,902 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
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Oakwood Financial Services LLC
Registered in Michigan
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Birmingham, MI | View Report | |
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Oakwood Financial Services Missouri, LLC
Registered in Michigan
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Birmingham, MI | View Report | |
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Oakwood Financial Services, LLC
Registered in New Jersey
|
View Report | ||
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Oakwood Financial Services Missouri, LLC
Registered in Missouri
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Birmingham, MI Saint Charles, MO | View Report |
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor
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