Meridian Wealth Management, LLC at 400 N Mountain Ave STE 202, Upland, Ca 91786 lists Greg Couch of Lexington, KY as the associate.
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Greg Couch
Individual Agent
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400 N MOUNTAIN AVE STE 202, UPLAND, CA 91786
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Greg Couch
CEO
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250 W MAIN ST STE 3150, LEXINGTON, KY 40507
(View Past Addresses)
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Greg Couch
Manager
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250 W MAIN ST STE 3150, LEXINGTON, KY 40507
(View Past Addresses)
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400 N MOUNTAIN AVE STE 202, UPLAND, CA 91786
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250 W MAIN ST STE 3150, LEXINGTON, KY 40507
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 11 Assets BOY/EOY$433,726 / $412,493 | 2022 | MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002 | 8 / 11 | $433,726 / $412,493 |
| 2022 | Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$507,955 / $404,387 | 2022 | MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 8 / 11 | $507,955 / $404,387 |
| 2021 | Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$338,558 / $507,955 | 2021 | MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 8 | $338,558 / $507,955 |
| 2021 | Plan NameMERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$269,269 / $433,726 | 2021 | MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN - Plan #002 | 6 / 7 | $269,269 / $433,726 |
| 2020 | Plan NameMERIDIAN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$327,704 / $338,558 | 2020 | MERIDIAN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 6 | $327,704 / $338,558 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$72,500 Forgiven$73,177 LenderStock Yards Bank & Trust Company Jobs6 | 04/07/2020 | $72,500 | $73,177 | Stock Yards Bank & Trust Company | 6 |
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