Sanderson Wealth Management LLC
New York
New York
Registered In
08/09/2001
Incorp. Date
Company Summary
Sanderson Wealth Management LLC at Erie County lists Sanderson Wealth Management Llc of Buffalo, 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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Sanderson Wealth Management Llc
DOS Process
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50 FOUNTAIN PLZ STE 750, BUFFALO, NY 14202
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Map & Locations
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Erie County
View Map
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Financials
Financial Information for Sanderson Wealth Management LLC
Form 5500
SANDERSON WEALTH MANAGEMENT, LLC
50 Fountain Plaza, Suite 750, Buffalo, Ny 14202 (716) 566-2420 EIN:16-1605380 Plan Admin:John R. Sanderson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSANDERSON & COMPANY PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 24 Assets BOY/EOY$3,055,214 / $3,672,330 | 2023 | SANDERSON & COMPANY PROFIT SHARING PLAN - Plan #001 | 26 / 24 | $3,055,214 / $3,672,330 |
| 2022 | Plan NameSANDERSON & COMPANY PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 26 Assets BOY/EOY$3,172,167 / $3,055,214 | 2022 | SANDERSON & COMPANY PROFIT SHARING PLAN - Plan #001 | 21 / 26 | $3,172,167 / $3,055,214 |
| 2022 | Plan NameSANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN Plan #003 Participants BOY/EOY22 / 26 Assets BOY/EOY$0 / $0 | 2022 | SANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN - Plan #003 | 22 / 26 | $0 / $0 |
| 2021 | Plan NameSANDERSON & COMPANY PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$2,742,209 / $3,172,167 | 2021 | SANDERSON & COMPANY PROFIT SHARING PLAN - Plan #001 | 19 / 21 | $2,742,209 / $3,172,167 |
| 2021 | Plan NameSANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN Plan #003 Participants BOY/EOY19 / 22 Assets BOY/EOY$0 / $0 | 2021 | SANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN - Plan #003 | 19 / 22 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SANDERSON WEALTH MANAGEMENT
50 Fountain Plaza Suite 750, Buffalo, NY 14202| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$378,980 Forgiven$383,081 LenderManufacturers and Traders Trust Company Jobs15 | 04/15/2020 | $378,980 | $383,081 | Manufacturers and Traders Trust Company | 15 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/Address Match:Sanderson Wealth Management Llc -
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Sanderson Wealth Management Cpa's, LLC
Registered in New York
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Buffalo, NY | View Report |
Sources
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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