Prosperity Wealth Management
Vermont
Registered In
09/23/2016
Incorp. Date
Company Summary
Prosperity Wealth Management at 67 Merchants Row City Ctr STE 5, Rutland, Vt 05701 lists Collin R Fingon of Rutland, VT as the associate.
- Registered In
- Vermont
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Assumed Business Name
- Status
- Cessated
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- SEC | EDGAR Trellis.Law Recent News
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Veronica Cote
Registered Agent
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67 MERCHANTS ROW CITY CTR STE 5, RUTLAND, VT 05701
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Collin R Fingon
Member
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83 HEATHER LN, RUTLAND, VT 05701
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67 MERCHANTS ROW CITY CTR STE 5, RUTLAND, VT 05701
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Financial Information for Prosperity Wealth Management
Form 5500
PROSPERITY WEALTH MANAGEMENT INC
PO Box 85, Fair Haven, Vt 05743 (802) 773-6500 EIN:81-5273073 Plan Admin:Collin Fingon| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePROSPERITY WEALTH MANAGEMENT 401K Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$527,939 / $643,347 | 2023 | PROSPERITY WEALTH MANAGEMENT 401K - Plan #001 | 3 / 3 | $527,939 / $643,347 |
| 2022 | Plan NamePROSPERITY WEALTH MANAGEMENT Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$663,680 / $527,939 | 2022 | PROSPERITY WEALTH MANAGEMENT - Plan #001 | 2 / 3 | $663,680 / $527,939 |
| 2021 | Plan NamePROSPERITY WEALTH MANAGEMENT PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$586,353 / $663,680 | 2021 | PROSPERITY WEALTH MANAGEMENT PSP - Plan #001 | 2 / 2 | $586,353 / $663,680 |
| 2020 | Plan NamePROSPERITY WEALTH MANANAGEMENT PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$392,560 / $586,353 | 2020 | PROSPERITY WEALTH MANANAGEMENT PSP - Plan #001 | 2 / 2 | $392,560 / $586,353 |
| 2019 | Plan NamePROSPERITY WEALTH MANAGEMENT PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$276,361 / $392,560 | 2019 | PROSPERITY WEALTH MANAGEMENT PSP - Plan #001 | 2 / 2 | $276,361 / $392,560 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PROSPERITY WEALTH MANAGEMENT, INC.
18 S Main St, Rutland, VT 05701-4136| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/16/2021 | Approved$19,700 Forgiven$19,796 LenderHeritage Family FCU Jobs2 | 01/16/2021 | $19,700 | $19,796 | Heritage Family FCU | 2 |
| 04/06/2020 | Approved$19,700 Forgiven$19,847 LenderHeritage Family FCU Jobs2 | 04/06/2020 | $19,700 | $19,847 | Heritage Family FCU | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:67 Merchants Row City Ctr Rutland, VT
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Prosperty, a Wealth Management Firm
Registered in Vermont
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Rutland, VT | View Report |
Related Business Names:
Person/City Match:Collin R Fingon - Rutland, VT
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Dragonfly Properties LLC
Registered in Vermont
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Rutland, VT | View Report |
The following government agencies have contributed data:
Vermont Secretary of State U.S. Department of Labor U.S. Small Business Administration
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