Vineyard Wealth Management, LLC

Colorado
Registered In
07/18/2012
Incorp. Date
Foreign
Registration Type
Missouri
Foreign Jurisdiction

Company Summary

Vineyard Wealth Management, LLC at 3812 S Fremont Ave, Springfield, Mo 65804 lists Thomas Samuelson of Englewood, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Missouri
Company Type
Foreign Limited Liability Company
Status
Good Standing
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Thomas Samuelson Registered Agent
9800 MOUNT PYRAMID CT STE 400, ENGLEWOOD, CO 80112
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3812 S FREMONT AVE, SPRINGFIELD, MO 65804 View Map
PO BOX 14012, SPRINGFIELD, MO 65814 (Mailing) View Map

Financial Information for Vineyard Wealth Management, LLC

Form 5500

VINEYARD WEALTH MANAGEMENT, LLC

3812 S. Fremont Ave., Springfield, Mo 65804 (417) 881-7100 EIN:41-2263025 Plan Admin:Ben Newhouse
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameVWM 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,264,612 / $1,343,034 2022 VWM 401K PROFIT SHARING PLAN - Plan #001 11 / 11 $1,264,612 / $1,343,034
2021 Plan NameVWM 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$914,901 / $1,264,612 2021 VWM 401K PROFIT SHARING PLAN - Plan #001 11 / 11 $914,901 / $1,264,612
2020 Plan NameVWM 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$746,570 / $914,901 2020 VWM 401K PROFIT SHARING PLAN - Plan #001 9 / 11 $746,570 / $914,901
2019 Plan NameVWM 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$710,084 / $746,570 2019 VWM 401K PROFIT SHARING PLAN - Plan #001 11 / 9 $710,084 / $746,570
Benefit & Retirement Plans based on Form 5500.
PPP Loans

VINEYARD WEALTH MANAGEMENT

3812 S Fremont Ave, Springfield, MO 65804-6503 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
01/20/2021 Approved$99,613 Forgiven$99,992 LenderSouthern Bank Jobs7 01/20/2021 $99,613 $99,992 Southern Bank 7
04/03/2020 Approved$97,000 Forgiven$97,609 LenderSouthern Bank Jobs7 04/03/2020 $97,000 $97,609 Southern Bank 7
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Vineyard Wealth Management, LLC Registered in Virginia
Richmond, VA Springfield, MO View Report
Vineyard Wealth Management, LLC Registered in Missouri
Springfield, MO View Report
Vineyard Wealth Management, LLC Registered in Arizona
Scottsdale, AZ View Report
Vineyard Wealth Management LLC Registered in North Carolina
Huntersville, NC View Report
Vineyard Wealth Management, LLC Registered in Oklahoma
Edmond, OK Springfield, MO View Report
Address Match:3812 S Fremont Ave Springfield, MO
Jnbn Holdings, LLC Registered in Missouri
Springfield, MO View Report
Breckenridge Hideaway, LLC Registered in Colorado
Springfield, MO Breckenridge, CO (1 more) View Report
Springfield, MO View Report
Person/City Match:Thomas Samuelson - Englewood, CO
Vineyard Capital Partners LLC Registered in Colorado
Springfield, MO Englewood, CO View Report
Vineyard Global Advisors LLC Registered in Colorado
Englewood, CO Springfield, MO View Report

The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration
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