Whitman Insight Strategies, LLC at New York County lists Whitman Insight Strategies, Llc of New York, NY as the associate.
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National Registered Agents, Inc.
Registered Agent
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28 LIBERTY ST, NEW YORK, NY 10005
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Whitman Insight Strategies, Llc
DOS Process
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80 8TH AVE STE 1210, NEW YORK, NY 10011
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New York County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN Plan #002 Participants BOY/EOY15 / 19 Assets BOY/EOY$3,196,180 / $4,133,509 | 2023 | WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN - Plan #002 | 15 / 19 | $3,196,180 / $4,133,509 |
| 2022 | Plan NameWHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN Plan #002 Participants BOY/EOY16 / 15 Assets BOY/EOY$3,449,740 / $3,196,180 | 2022 | WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN - Plan #002 | 16 / 15 | $3,449,740 / $3,196,180 |
| 2021 | Plan NameWHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN Plan #002 Participants BOY/EOY16 / 16 Assets BOY/EOY$2,732,025 / $3,449,740 | 2021 | WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN - Plan #002 | 16 / 16 | $2,732,025 / $3,449,740 |
| 2020 | Plan NameWHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN Plan #002 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,061,522 / $2,732,025 | 2020 | WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN - Plan #002 | 17 / 17 | $2,061,522 / $2,732,025 |
| 2019 | Plan NameWHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN Plan #002 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,466,657 / $2,061,522 | 2019 | WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN - Plan #002 | 15 / 16 | $1,466,657 / $2,061,522 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 01/31/2021 | Approved$220,000 Forgiven$221,436 LenderCitibank, N.A. Jobs9 | 01/31/2021 | $220,000 | $221,436 | Citibank, N.A. | 9 |
| 04/14/2020 | Approved$220,000 Forgiven$222,402 LenderCitibank, N.A. Jobs9 | 04/14/2020 | $220,000 | $222,402 | Citibank, N.A. | 9 |
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