Trusted Wealth Advisors, LLP

Pennsylvania
Registered In
01/27/2000
Incorp. Date

Company Summary

Trusted Wealth Advisors, LLP in York, PA was registered on 01/27/2000. It is listed at 1501 E Market St, York, Pa 17403.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic General Partnership (Gp/Llp)
Status
Active
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1501 E MARKET ST, YORK, PA 17403 View Map

Financial Information for Trusted Wealth Advisors, LLP

Form 5500

TRUSTED WEALTH ADVISORS, LLP

1501 E. Market St., York, Pa 17403 (717) 757-4908 EIN:23-3027074 Plan Admin:Gordon Porter
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTRUSTED WEALTH ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$607,052 / $862,373 2023 TRUSTED WEALTH ADVISORS 401(K) PLAN - Plan #002 3 / 3 $607,052 / $862,373
2022 Plan NameTRUSTED WEALTH ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$695,798 / $607,052 2022 TRUSTED WEALTH ADVISORS 401(K) PLAN - Plan #002 3 / 3 $695,798 / $607,052
2021 Plan NameTRUSTED WEALTH ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$550,390 / $695,798 2021 TRUSTED WEALTH ADVISORS 401(K) PLAN - Plan #002 3 / 3 $550,390 / $695,798
2020 Plan NameTRUSTED WEALTH ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$363,804 / $550,390 2020 TRUSTED WEALTH ADVISORS 401(K) PLAN - Plan #002 3 / 3 $363,804 / $550,390
2019 Plan NameTRUSTED WEALTH ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$216,674 / $363,804 2019 TRUSTED WEALTH ADVISORS 401(K) PLAN - Plan #002 3 / 3 $216,674 / $363,804
Benefit & Retirement Plans based on Form 5500.
Address Match:1501 E Market St York, PA
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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor
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