National Wealth Management, LLC
New York
New York
Registered In
09/16/2003
Incorp. Date
Company Summary
National Wealth Management, LLC at Erie County lists National Wealth Management, Llc of Williamsville, NY as the associate.
- Registered In
- New York
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
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National Wealth Management, Llc
DOS Process
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747 HOPKINS RD, WILLIAMSVILLE, NY 14221
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Erie County
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Financial Information for National Wealth Management, LLC
Form 5500
NATIONAL WEALTH MANAGEMENT LLC
747 Hopkins Rd, Williamsville, Ny 14221 (716) 565-3013 EIN:20-0341458 Plan Admin:Thomas Volpini| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$347,160 / $496,779 | 2023 | NATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 6 | $347,160 / $496,779 |
| 2022 | Plan NameNATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$249,883 / $347,160 | 2022 | NATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 5 | $249,883 / $347,160 |
| 2021 | Plan NameNATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$73,217 / $249,883 | 2021 | NATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $73,217 / $249,883 |
| 2020 | Plan NameNATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $73,217 | 2020 | NATIONAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $0 / $73,217 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
NATIONAL WEALTH MANAGEMENT LLC
747 Hopkins Road, Williamsville, NY 14221 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$83,900 Forgiven$84,711 LenderCitizens Bank, National Association Jobs5 | 04/15/2020 | $83,900 | $84,711 | Citizens Bank, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Person/Address Match:National Wealth Management Llc -
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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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