Fusion Family Wealth, LLC

New York
Registered In
11/15/2013
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Fusion Family Wealth, LLC at New York County lists C/O Paracorp Incorporated of Sacramento, CA as the associate.

Registered In
New York
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Limited Liability Company
Status
Not Available
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SEC | EDGAR Trellis.Law Recent News
C/O Paracorp Incorporated DOS Process
2804 GATEWAY OAKS DR # 100, SACRAMENTO, CA 95833
New York County View Map

Financial Information for Fusion Family Wealth, LLC

Form 5500

FUSION FAMILY WEALTH, LLC

88 Froehlich Farm Blvd. Suite 401, Woodbury, Ny 11797 (516) 206-1301 EIN:46-4069582 Plan Admin:Amy Blau
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFFW CASH BALANCE PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 2022 FFW CASH BALANCE PLAN - Plan #003 5 / 5 $0 / $0
2022 Plan NameFUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $0 2022 FUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 8 / 9 $0 / $0
2021 Plan NameFFW CASH BALANCE PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 2021 FFW CASH BALANCE PLAN - Plan #003 5 / 5 $0 / $0
2021 Plan NameFUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$0 / $0 2021 FUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 11 / 10 $0 / $0
2020 Plan NameFUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$0 / $0 2020 FUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 10 / 12 $0 / $0
2020 Plan NameFFW CASH BALANCE PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 2020 FFW CASH BALANCE PLAN - Plan #003 5 / 5 $0 / $0
2020 Plan NameFUSION FAMILY WEALTH, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$0 / $0 2020 FUSION FAMILY WEALTH, LLC CASH BALANCE PLAN - Plan #002 5 / 0 $0 / $0
2019 Plan NameFUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$0 / $0 2019 FUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 9 / 9 $0 / $0
2019 Plan NameFUSION FAMILY WEALTH, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 2019 FUSION FAMILY WEALTH, LLC CASH BALANCE PLAN - Plan #002 5 / 5 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FUSION FAMILY WEALTH LLC

88 Froehlich Farm Blvd, Suite 401, Woodbury, Ny 11797
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$151,868 Forgiven$153,066 LenderSignature Bank Jobs8 04/28/2020 $151,868 $153,066 Signature Bank 8
PPP Loans based on Paycheck Protection Program.
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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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