Beacon Wealth Management Planning, Inc.
New York
New York
Registered In
04/30/2019
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction
Company Summary
Beacon Wealth Management Planning, Inc. at New York County lists Beacon Wealth Management Planning, Inc. and Luis R Dacosta of Union, NJ as the associates.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Business Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
New Jersey
Search Other Resources
People
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Beacon Wealth Management Planning, Inc.
DOS Process
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1020 GALLOPING HILL RD STE 202, UNION, NJ 07083
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Luis R Dacosta
CEO
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LUIS R DACOSTA, UNION, NJ 07083
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Map & Locations
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New York County
View Map
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Financials
Financial Information for Beacon Wealth Management Planning, Inc.
Form 5500
BEACON WEALTH MANAGEMENT PLANNING, INC.
1020 Galloping Hill Rd. STE 202, Union, Nj 07083 (973) 335-0100 EIN:46-2987348 Plan Admin:Anthony Calabrese| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$429,996 / $376,290 | 2022 | BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001 | 3 / 3 | $429,996 / $376,290 |
| 2021 | Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$296,894 / $429,996 | 2021 | BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001 | 3 / 3 | $296,894 / $429,996 |
| 2020 | Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$177,665 / $296,894 | 2020 | BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001 | 3 / 3 | $177,665 / $296,894 |
| 2019 | Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$104,305 / $177,665 | 2019 | BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001 | 2 / 3 | $104,305 / $177,665 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BEACON WEALTH MANAGEMENT PLANNING INC
1020 Galloping Hill Rd, UNION, NJ 07083| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$38,600 Forgiven$38,930 LenderUnity Bank Jobs3 | 04/14/2020 | $38,600 | $38,930 | Unity Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Beacon Wealth Management Planning, Inc.
Registered in New Jersey
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View Report |
Sources
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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