New Wellington Financial, LLC
Virginia
Registered In
05/18/2006
Incorp. Date
Company Summary
New Wellington Financial, LLC at 1706 Emmet ST STE 2, Charlottesville, Va 22901 lists Richard Howard-Smith of Charlottesville, VA.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Richard Howard-Smith
Registered Agent
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530 E MAIN ST, CHARLOTTESVILLE, VA 22902
|
Map & Locations
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1706 EMMET ST STE 2, CHARLOTTESVILLE, VA 22901
View Map
|
Financials
Financial Information for New Wellington Financial, LLC
Form 5500
NEW WELLINGTON FINANCIAL, LLC
1706 Emmet ST N STE 2, Charlottesville, Va 22901 (434) 295-2033 EIN:59-2065992 Plan Admin:Ronald Goldberg| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,046,389 / $2,407,213 | 2023 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $2,046,389 / $2,407,213 |
| 2022 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,172,104 / $2,046,389 | 2022 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $2,172,104 / $2,046,389 |
| 2021 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,922,910 / $2,172,104 | 2021 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,922,910 / $2,172,104 |
| 2020 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,662,760 / $1,922,910 | 2020 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,662,760 / $1,922,910 |
| 2019 | Plan NameNEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,281,533 / $1,662,760 | 2019 | NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,281,533 / $1,662,760 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor
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