Crossgate Wealth Advisors

Yardley, PA

Pennsylvania

Registered In

08/17/2012

Incorp. Date

Company Summary

Crossgate Wealth Advisors at 605 Floral Vale Blvd, Yardley, Pa 19067 lists John D Rea of Yardley, PA as the associate.

Overview

Registered In

Pennsylvania

Incorporation Date

08/17/2012

Company Type

Fictitious Name

Status

Active

Registration Type

Domestic

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People

John D Rea Owner

524 PALMER FARM DR, YARDLEY, PA 19067

Map & Locations

605 FLORAL VALE BLVD, YARDLEY, PA 19067 View Map

Financials

Financial Information for Crossgate Wealth Advisors

Form 5500

CROSSGATE WEALTH ADVISORS, LLC

605 Floral Vale Boulevard, Yardley, Pa 19067 (215) 860-2234 EIN:81-3590276 Plan Admin:Barbara Rea

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCROSSGATE WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$736,620 / $717,404	2022	CROSSGATE WEALTH ADVISORS 401(K) PLAN - Plan #001	5 / 5	$736,620 / $717,404
2021	Plan NameCROSSGATE WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$575,092 / $736,620	2021	CROSSGATE WEALTH ADVISORS 401(K) PLAN - Plan #001	6 / 6	$575,092 / $736,620
2020	Plan NameCROSSGATE WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$383,451 / $575,092	2020	CROSSGATE WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 5	$383,451 / $575,092
2019	Plan NameCROSSGATE WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$269,018 / $383,451	2019	CROSSGATE WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$269,018 / $383,451

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Pennsylvania Department of State • U.S. Department of Labor