Cadwell Wealth Management Group
Florida
Florida
Registered In
01/24/2019
Incorp. Date
Company Summary
Cadwell Wealth Management Group in Florida lists Cadwell Scott E. and Cadwell Amy R. O. of Orlando, FL as the associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
- Website
- carsonwealth.com
- ********@carsonwealth.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Cadwell Scott E.
Owner
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7958 VIA DELLAGIO WAY # 300, ORLANDO, FL 32819
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Cadwell Amy R. O.
Owner
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7958 VIA DELLAGIO WAY # 300, ORLANDO, FL 32819
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Financial Information for Cadwell Wealth Management Group
Form 5500
CADWELL WEALTH MANAGEMENT GROUP, LLC
7958 Via Dellagio Way Suite, 300, Orlando, FL 32819 (407) 813-2550 EIN:81-3511431 Plan Admin:Amy Cadwell| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$320,966 / $0 | 2023 | CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 0 | $320,966 / $0 |
| 2022 | Plan NameCADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$301,320 / $320,966 | 2022 | CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $301,320 / $320,966 |
| 2021 | Plan NameCADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$202,676 / $301,320 | 2021 | CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 6 | $202,676 / $301,320 |
| 2020 | Plan NameCADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$75,109 / $202,676 | 2020 | CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $75,109 / $202,676 |
| 2019 | Plan NameCADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $75,109 | 2019 | CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $0 / $75,109 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CADWELL WEALTH MANAGEMENT GROUP, LLC
7958 Via Dellagio Way, Orlando, FL 32819 Industry:Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$48,500 Forgiven$48,973 LenderRegions Bank Jobs4 | 04/30/2020 | $48,500 | $48,973 | Regions Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Cadwell Wealth Management Group LLC
Registered in Florida
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Orlando, FL Winter Park, FL (1 more) | View Report |
Person/City Match:Cadwell Scott E - Orlando, FL
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Skotame, LLC
Registered in Florida
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Orlando, 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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