Investpro Wealth Strategies LLC
Florida
Registered In
06/08/2015
Incorp. Date
Company Summary
Investpro Wealth Strategies LLC at 5383 Primrose Lake Cir STE B, Tampa, FL 33647 lists Mohseni Bijan of Tampa, FL as the associate.
Overview
Registered In
Florida
Incorporation Date
Company Type
Florida Limited Liability Co.
Status
Active
Registration Type
Domestic
EIN
47-4804280
Website
Email
********@investprowealth.com
Search Other Resources
People
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Mohseni Bijan
Registered Agent
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5383 PRIMROSE LAKE CIR STE B, TAMPA, FL 33647
|
|
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Mohseni Bijan
Manager
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5383 PRIMROSE LAKE CIR STE B, TAMPA, FL 33647
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Map & Locations
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5383 PRIMROSE LAKE CIR STE B, TAMPA, FL 33647
View Map
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Financials
Financial Information for Investpro Wealth Strategies LLC
Form 5500
INVESTPRO WEALTH STRATEGIES, LLC
5383 Primrose Lake Circle Suite B, Tampa, FL 33647 (813) 977-6400 EIN:47-4804280 Plan Admin:Bijan Mohseni| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,720,998 / $2,469,238 | 2023 | INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 | 4 / 3 | $1,720,998 / $2,469,238 |
| 2022 | Plan NameINVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,638,140 / $1,765,723 | 2022 | INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN - Plan #002 | 4 / 3 | $1,638,140 / $1,765,723 |
| 2022 | Plan NameINVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,061,079 / $1,720,998 | 2022 | INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $2,061,079 / $1,720,998 |
| 2021 | Plan NameINVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,719,898 / $2,061,079 | 2021 | INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $1,719,898 / $2,061,079 |
| 2021 | Plan NameINVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,250,282 / $1,638,140 | 2021 | INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN - Plan #002 | 4 / 4 | $1,250,282 / $1,638,140 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INVESTPRO WEALTH STRATEGIES LLC
5383 Primrose Lake Cir STE B, Tampa, FL 33647-3520 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$113,247 Forgiven$114,206 LenderBank of America, National Association Jobs5 | 05/01/2020 | $113,247 | $114,206 | Bank of America, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Mohseni Bijan - Tampa, FL
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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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