Wetzel Investment Advisors Inc.

Florida
Registered In
01/23/2019
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction

Company Summary

Wetzel Investment Advisors Inc. at 7320 Us 31 S, Indianapolis, In 46227 lists Boston Sarah E and Hargis Heidi W of Indianapolis, IN as the associates.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Indiana
EIN
30-0529410
Website
Email
************@bookendsfp.com
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People

Hargis Heidi W Registered Agent
2010 ALMERIA WAY S, SAINT PETERSBURG, FL 33712
Boston Sarah E President
7320 US 31 S, INDIANAPOLIS, IN 46227
Hargis Heidi W Secretary
7320 US 31 S, INDIANAPOLIS, IN 46227
Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

7320 US 31 S, INDIANAPOLIS, IN 46227 View Map

Financials

Financial Information for Wetzel Investment Advisors Inc.

Form 5500

WETZEL INVESTMENT ADVISORS, INC.

7320 Us 31 S., Indianapolis, In 46227 (317) 859-2502 EIN:30-0529410 Plan Admin:Heidi Hargis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$2,313,558 / $2,788,578 2023 WETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 8 / 6 $2,313,558 / $2,788,578
2022 Plan NameWETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,533,512 / $2,313,558 2022 WETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 8 / 8 $2,533,512 / $2,313,558
2021 Plan NameWETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,163,380 / $2,533,512 2021 WETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 8 / 8 $2,163,380 / $2,533,512
2020 Plan NameWETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,858,604 / $2,163,380 2020 WETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 8 / 8 $1,858,604 / $2,163,380
2019 Plan NameWETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$1,375,723 / $1,858,604 2019 WETZEL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 10 / 8 $1,375,723 / $1,858,604
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WETZEL INVESTMENT ADVISORS INC.

7320 Us 31, Indianapolis, In 46227-8541 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$133,900 Forgiven$134,596 LenderFirst Financial Bank Jobs10 04/14/2020 $133,900 $134,596 First Financial Bank 10
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration
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