Total Wealth Planning LLC
New York
New York
Registered In
07/11/2011
Incorp. Date
Company Summary
Total Wealth Planning LLC at Suffolk County lists Total Wealth Planning Llc of Hauppauge, 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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Total Wealth Planning Llc
DOS Process
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140 FELL CT STE 107, HAUPPAUGE, NY 11788
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Suffolk County
View Map
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Financial Information for Total Wealth Planning LLC
Form 5500
TOTAL WEALTH PLANNING, LLC
140 Adams Avenue, Suite A8, Hauppauge, Ny 11788 (631) 813-1138 EIN:46-3900721 Plan Admin:Dominic Privitera| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTWP 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$80,162 / $172,899 | 2023 | TWP 401K PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $80,162 / $172,899 |
| 2022 | Plan NameTWP 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $80,162 | 2022 | TWP 401K PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $0 / $80,162 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TOTAL WEALTH PLANNING LLC
140 Fell Court, Suite 107, Hauppauge, NY 11788 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$20,833 Forgiven$21,069 LenderCapital One, National Association Jobs2 | 04/28/2020 | $20,833 | $21,069 | Capital One, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Total Wealth Planning, LLC
Registered in Iowa
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West Des Moines, IA | View Report | |
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Total Wealth Planning, LLC
Registered in Ohio
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Cincinnati, OH | View Report | |
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Amw Total Wealth Planning & Management, LLC
Registered in California
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Calabasas, CA Calabasas Calabasas, CA | View Report |
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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