Rockline Wealth Management LLC

New York

Registered In

03/14/2018

Incorp. Date

Company Summary

Rockline Wealth Management LLC at Nassau County lists Rockline Wealth Management Llc of New York, NY as the associate.

Registered In

New York

Incorporation Date

03/14/2018

Company Type

Domestic Limited Liability Company

Status

Not Available

Registration Type

Domestic

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Rockline Wealth Management Llc DOS Process

750 LEXINGTON AVE FL 25TH, NEW YORK, NY 10022

Nassau County View Map

Form 5500

255 Executive Drive Suite 409, Plainview, Ny 11803 (516) 605-1613 EIN:82-4803753 Plan Admin:Gabriel Gallante

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 12 Assets BOY/EOY$2,840,518 / $3,626,751	2023	ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	9 / 12	$2,840,518 / $3,626,751
2022	Plan NameROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$3,339,644 / $2,840,518	2022	ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 9	$3,339,644 / $2,840,518
2021	Plan NameROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$2,575,252 / $3,339,644	2021	ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 7	$2,575,252 / $3,339,644
2020	Plan NameROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,144,634 / $2,575,252	2020	ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 5	$2,144,634 / $2,575,252
2019	Plan NameROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,598,187 / $2,144,634	2019	ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 5	$1,598,187 / $2,144,634

Benefit & Retirement Plans based on Form 5500.

PPP Loans

255 Executive Dr STE 409, Plainview, Ny 11803 Industry:Office Administrative Services Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$88,897 Forgiven$89,683 LenderJPMorgan Chase Bank, National Association Jobs5	05/01/2020	$88,897	$89,683	JPMorgan Chase Bank, National Association	5

PPP Loans based on Paycheck Protection Program.

Person City Match:New York, NY

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