Yardley Wealth Management, LLC.

Pennsylvania
Registered In
01/25/2005
Incorp. Date

Company Summary

Yardley Wealth Management, LLC. in Yardley, PA was registered on 01/25/2005. It is listed at 963 Randolph Dr, Yardley, Pa 19067.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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963 RANDOLPH DR, YARDLEY, PA 19067 View Map

Financial Information for Yardley Wealth Management, LLC.

Form 5500

YARDLEY WEALTH MANAGEMENT, LLC

963 Randolph Drive, Yardley, Pa 19067 (267) 573-1019 EIN:20-2219782 Plan Admin:Michael Garry
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameYARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$706,970 / $749,127 2022 YARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 6 $706,970 / $749,127
2021 Plan NameYARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$470,075 / $706,970 2021 YARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 5 $470,075 / $706,970
2020 Plan NameYARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$383,367 / $470,075 2020 YARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 4 $383,367 / $470,075
2019 Plan NameYARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$249,190 / $383,367 2019 YARDLEY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $249,190 / $383,367
Benefit & Retirement Plans based on Form 5500.
Address Match:963 Randolph Dr Yardley, 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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