Sanchez Wealth Management Group
Florida
Florida
Registered In
05/27/2009
Incorp. Date
Company Summary
Sanchez Wealth Management Group in Florida lists Sanchez Chris L of Jacksonville, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
- Website
- sanchezwealth.com
- *****@sanchezwealth.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
|
Sanchez Chris L
Owner
|
5150 BELFORT RD STE 702, JACKSONVILLE, FL 32256
|
Financial Information for Sanchez Wealth Management Group
Form 5500
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
5150 Belfort Road, Suite 702, Jacksonville, FL 32256 (904) 281-9261 EIN:27-2087535 Plan Admin:Chris Sanchez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,045,015 / $921,487 | 2022 | SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,045,015 / $921,487 |
| 2021 | Plan NameSANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$762,469 / $1,045,015 | 2021 | SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $762,469 / $1,045,015 |
| 2020 | Plan NameSANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$500,840 / $762,469 | 2020 | SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $500,840 / $762,469 |
| 2019 | Plan NameSANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$298,294 / $500,840 | 2019 | SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 6 | $298,294 / $500,840 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
5150 Belfort Rd Ste 702, JACKSONVILLE, FL 32256-6010| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$119,652 Forgiven$121,301 LenderPNC Bank, National Association Jobs5 | 04/11/2020 | $119,652 | $121,301 | PNC Bank, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Sanchez Wealth Management Group, LLC
Registered in Florida
|
Jacksonville, FL | View Report |
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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