Sanchez Wealth Management Group, LLC
Florida
Registered In
03/11/2010
Incorp. Date
Company Summary
Sanchez Wealth Management Group, LLC at 5150 Belfort Rd STE 702, Jacksonville, FL 32256 lists Sanchez Christen L of Jacksonville, FL as the associate.
Overview
Registered In
Florida
Incorporation Date
Company Type
Florida Limited Liability Co.
Status
Active
Registration Type
Domestic
EIN
27-2087535
Website
Email
*****@sanchezwealth.com
Search Other Resources
People
|
Coleman C Randolph
Registered Agent
|
5011 GATE PKWY, JACKSONVILLE, FL 32256
(View Past Addresses)
|
|
|
Sanchez Christen L
Managing Member
|
5150 BELFORT RD STE 702, JACKSONVILLE, FL 32256
|
Map & Locations
|
5150 BELFORT RD STE 702, JACKSONVILLE, FL 32256
View Map
|
Financials
Financial Information for Sanchez Wealth Management Group, LLC
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.
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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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