Instrumental Wealth
Florida
Florida
Registered In
08/05/2019
Incorp. Date
Company Summary
Instrumental Wealth in Florida lists Silver David S of Tampa, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
- ************@nm.com
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- SEC | EDGAR Sunbiz Trellis.Law Recent News
|
Silver David S
Owner
|
1511 N WEST SHORE BLVD STE 500, TAMPA, FL 33607
|
Financial Information for Instrumental Wealth
Form 5500
INSTRUMENTAL WEALTH, LLC
1 N Dale Mabry Hwy Suite 1000, Tampa, FL 33609 (813) 578-7002 EIN:85-3081152 Plan Admin:David S. Silver| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINSTRUMENTAL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$784,357 / $1,136,001 | 2023 | INSTRUMENTAL WEALTH, LLC 401(K) PLAN - Plan #001 | 9 / 9 | $784,357 / $1,136,001 |
| 2022 | Plan NameINSTRUMENTAL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$805,725 / $784,357 | 2022 | INSTRUMENTAL WEALTH, LLC 401(K) PLAN - Plan #001 | 7 / 8 | $805,725 / $784,357 |
| 2021 | Plan NameINSTRUMENTAL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$526,374 / $805,725 | 2021 | INSTRUMENTAL WEALTH, LLC 401(K) PLAN - Plan #001 | 7 / 7 | $526,374 / $805,725 |
| 2020 | Plan NameINSTRUMENTAL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$415,391 / $526,374 | 2020 | INSTRUMENTAL WEALTH, LLC 401(K) PLAN - Plan #001 | 6 / 7 | $415,391 / $526,374 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INSTRUMENTAL WEALTH LLC
4890 W Kennedy Blvd Ste 430, Tampa, FL 33609-1869| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2021 | Approved$75,534 Forgiven$76,238 LenderBank of Central Florida Jobs4 | 04/10/2021 | $75,534 | $76,238 | Bank of Central Florida | 4 |
| 04/13/2020 | Approved$75,500 Forgiven$76,209 LenderThe Bank of Tampa Jobs4 | 04/13/2020 | $75,500 | $76,209 | The Bank of Tampa | 4 |
PPP Loans based on Paycheck Protection Program.
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Instrumental Wealth, LLC
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|
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|
Instrumental Wealth, LLC
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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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