Diastole Wealth Management, Inc.

Connecticut
Registered In
09/25/1996
Incorp. Date

Company Summary

Diastole Wealth Management, Inc. at 58 Boston St, Guilford, Ct 06437 lists Elizabeth D. Eden of Old Saybrook, CT and Elizabeth E. Cook of Guilford, CT.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Stock
Status
Active
Website
Email
*****@dwinvest.com
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Elizabeth D. Eden Registered Agent
47 RAGGED ROCK RD, OLD SAYBROOK, CT 06475
Elizabeth D. Eden Officer
47 RAGGED ROCK RD, OLD SAYBROOK, CT 06475 58 BOSTON ST, GUILFORD, CT 06437
Elizabeth E. Cook Officer
58 BOSTON ST, GUILFORD, CT 06437 4 RIVERS RIDGE RD, OLD SAYBROOK, CT 06475-1553 (View Past Addresses)
Ethan A. Eden Director
58 BOSTON ST, GUILFORD, CT 06437 111 DEEPWOOD DR, GUILFORD, CT 06437
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58 BOSTON ST, GUILFORD, CT 06437 View Map

Financial Information for Diastole Wealth Management, Inc.

Form 5500

DIASTOLE WEALTH MANAGEMENT INC

58 Boston St., Guilford, Ct 06437 (203) 458-5220 EIN:06-1463831 Plan Admin:Meredith Eden
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$1,235,969 / $1,697,715 2023 DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 16 / 15 $1,235,969 / $1,697,715
2022 Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,431,268 / $1,235,969 2022 DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 18 / 16 $1,431,268 / $1,235,969
2021 Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,121,404 / $1,431,268 2021 DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 17 / 18 $1,121,404 / $1,431,268
2020 Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$837,473 / $1,121,404 2020 DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 18 / 16 $837,473 / $1,121,404
2019 Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$596,274 / $837,473 2019 DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 18 / 18 $596,274 / $837,473
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DIASTOLE WEALTH MANAGEMENT

58 Boston Street, Guilford, Ct 06437
Loan Date Approved Forgiven Lender Jobs
04/16/2020 Approved$277,390 Forgiven$280,286 LenderWells Fargo Bank, National Association Jobs17 04/16/2020 $277,390 $280,286 Wells Fargo Bank, National Association 17
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor U.S. Small Business Administration
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