Highland Wealth Advisors LLC

New York
Registered In
05/17/2010
Incorp. Date

Company Summary

Highland Wealth Advisors LLC at Nassau County lists Robert Jurgens of Wantagh, 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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3422 MANCHESTER RD, WANTAGH, NY 11793
Nassau County View Map

Financial Information for Highland Wealth Advisors LLC

Form 5500

HIGHLAND WEALTH ADVISORS, LLC

98 Eastgate Road, Massapequa Park, Ny 11762 (516) 242-5898 EIN:27-3009070 Plan Admin:Ira Schack
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameHIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 2 Assets BOY/EOY$1,342,377 / $564,097 2023 HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN - Plan #001 4 / 2 $1,342,377 / $564,097
2022 Plan NameHIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,503,507 / $1,342,377 2022 HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN - Plan #001 5 / 5 $1,503,507 / $1,342,377
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
Highland Wealth Advisors, LLC Registered in Ohio
Dublin, OH View Report
Person/City Match:Robert Jurgens - Wantagh, NY
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Wantagh/Seaford Youth Hockey, Inc. Registered in New York
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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor
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