Meritage Wealth Management, LLC
Florida
Registered In
01/03/2018
Incorp. Date
Company Summary
Meritage Wealth Management, LLC at 4108 W Santiago St, Tampa, FL 33629 lists Kulhavi Lisa R of Tampa, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 82-3906366
- *****@dwyfirm.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Yonge L. Tesq
Registered Agent
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6987 E FOWLER AVE, TAMPA, FL 33617
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Kulhavi Lisa R
Manager
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4108 W SANTIAGO ST, TAMPA, FL 33629
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4108 W SANTIAGO ST, TAMPA, FL 33629
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Financial Information for Meritage Wealth Management, LLC
Form 5500
MERITAGE WEALTH MANAGEMENT LLC
4108 W Santiago Street, Tampa, FL 33629 (813) 431-1282 EIN:82-3906366 Plan Admin:Lisa Kulhavi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$144,018 / $232,094 | 2023 | MERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $144,018 / $232,094 |
| 2022 | Plan NameMERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$129,792 / $144,018 | 2022 | MERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $129,792 / $144,018 |
| 2021 | Plan NameMERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$81,029 / $129,792 | 2021 | MERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $81,029 / $129,792 |
| 2020 | Plan NameMERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$20,888 / $81,029 | 2020 | MERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $20,888 / $81,029 |
| 2019 | Plan NameMERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $20,888 | 2019 | MERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $0 / $20,888 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MERITAGE WEALTH MANAGEMENT LLC
334 E Lake Rd PMB 334, Palm Harbor, FL 34685-2427| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/26/2021 | Approved$42,587 Forgiven$42,864 LenderThe Bank of Tampa Jobs2 | 01/26/2021 | $42,587 | $42,864 | The Bank of Tampa | 2 |
| 04/11/2020 | Approved$46,500 Forgiven$46,892 LenderThe Bank of Tampa Jobs2 | 04/11/2020 | $46,500 | $46,892 | The Bank of Tampa | 2 |
PPP Loans based on Paycheck Protection Program.
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Address Match:4108 W Santiago St Tampa, FL
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Street Match:W Santiago St Tampa, FL
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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