Kleinfield Wealth Group, LLC
Florida
Registered In
07/29/2014
Incorp. Date
Company Summary
Kleinfield Wealth Group, LLC at 9726 Commerce Center Ct STE 2, Fort Myers, FL 33908 lists Kleinfield Cary of Fort Myers, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 47-1267355
- *********@gskattorneys.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Gsk Registered Agents, Inc.
Registered Agent
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1380 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919
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Kleinfield Cary
Manager
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9726 COMMERCE CENTER CT STE 2, FORT MYERS, FL 33908
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9726 COMMERCE CENTER CT STE 2, FORT MYERS, FL 33908
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Kleinfield Wealth Group
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Fort Myers, FL |
Financial Information for Kleinfield Wealth Group, LLC
Form 5500
KLEINFIELD WEALTH GROUP LLC
9726 Commerce Center Crt, Fort Myers, FL 33908 (239) 322-5020 EIN:47-1267355 Plan Admin:Marie Somers| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameKLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$333,428 / $443,545 | 2023 | KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $333,428 / $443,545 |
| 2022 | Plan NameKLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 2 Assets BOY/EOY$385,794 / $333,428 | 2022 | KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 2 | $385,794 / $333,428 |
| 2021 | Plan NameKLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$288,416 / $385,794 | 2021 | KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 4 | $288,416 / $385,794 |
| 2020 | Plan NameKLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$205,624 / $288,416 | 2020 | KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $205,624 / $288,416 |
| 2019 | Plan NameKLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$130,235 / $205,624 | 2019 | KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $130,235 / $205,624 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
KLEINFIELD WEALTH GROUP LLC
9726 Commerce Center Ct STE 2, Fort Myers, FL 33908| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$30,828 Forgiven$31,168 LenderFirst Horizon Bank Jobs3 | 04/29/2020 | $30,828 | $31,168 | First Horizon Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:9726 Commerce Center Ct Ste 2 Fort Myers, FL
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Kleinfield Wealth Group, Inc..
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Address Match:9726 Commerce Center Ct Fort Myers, FL
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Person/City Match:Kleinfield Cary - Fort Myers, FL
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Rotary Club of Fort Myers, Florida, Inc.
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|
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Street Match:Commerce Center Ct Fort Myers, FL
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|
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|
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|
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Gary M. Price, M.D., F.A.C.P., P.A.
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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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