Glassman Wealth Services, LLC

Virginia
Registered In
08/20/2009
Incorp. Date

Company Summary

Glassman Wealth Services, LLC at 8000 Towers Crescent Dr STE 1450, Vienna, Va 22182 lists Peter Lipresti of Fairfax, VA.

Registered In
Virginia
Incorporation Date
Registration Type
Domestic
Company Type
Llc
Status
Active
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Peter Lipresti Registered Agent
11350 RANDOM HILLS RD STE 590, FAIRFAX, VA 22030
8000 TOWERS CRESCENT DR STE 1450, VIENNA, VA 22182 View Map

Financial Information for Glassman Wealth Services, LLC

Form 5500

GLASSMAN WEALTH SERVICES, LLC

8000 Towers Crescent Drive Suite 1450, Vienna, Va 22182 (703) 534-4444 EIN:27-0896966 Plan Admin:Barry Glassman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameGLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$2,173,839 / $3,038,383 2023 GLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 20 / 21 $2,173,839 / $3,038,383
2022 Plan NameGLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,432,302 / $2,173,839 2022 GLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 17 / 17 $2,432,302 / $2,173,839
2021 Plan NameGLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$2,563,655 / $2,432,302 2021 GLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 17 / 15 $2,563,655 / $2,432,302
2020 Plan NameGLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$1,871,901 / $2,563,655 2020 GLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 15 / 14 $1,871,901 / $2,563,655
2019 Plan NameGLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,324,960 / $1,871,901 2019 GLASSMAN WEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 14 / 13 $1,324,960 / $1,871,901
Benefit & Retirement Plans based on Form 5500.
Address Match:8000 Towers Crescent Dr Ste 1450 Vienna, VA
Vienna, VA View Report
Person/City Match:Peter Lipresti - Fairfax, VA
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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor
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