BT WEALTH MANAGEMENT, LLC

EIN 11-3474480 • Oceanside, NY • 11 filings • 1 plans

140 Atlantic Avenue, Unit 402Oceanside, NY 11572

Current Snapshot

Latest Year

2025

$1,289,789

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,289,789Latest year 2025

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1Latest year 2025

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / Filing	Filings	Participants	Assets	Contributions	Contrib./Participant
2025	1	1	$1,289,789	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	1	$1,289,789	$0	-
2024	1	2	$1,310,965	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,310,965	$0	-
2023	1	2	$1,226,976	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,226,976	$0	-
2022	1	2	$1,180,799	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,180,799	$0	-
2021	1	2	$1,412,283	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,412,283	-	-
2020	1	2	$1,352,155	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,352,155	$0	-
2019	1	2	$1,362,814	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,362,814	$0	-
2018	1	2	$1,920,646	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,920,646	$0	-
2017	1	2	$2,014,911	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$2,014,911	$0	-
2016	1	2	$1,850,716	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,850,716	$0	-
2015	1	2	$1,653,663	$0	-
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN	-	2	$1,653,663	$0	-