Castle Wealth Management, LLC
Florida
Registered In
10/09/1997
Incorp. Date
Company Summary
Castle Wealth Management, LLC at 201 Arkona Ct, West Palm Beach, FL 33401 lists Worley Christina L of West Palm Beach, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 65-0786404
- *****@floridadocumentfilings.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Worley Christina L
Registered Agent
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201 ARKONA CT, WEST PALM BEACH, FL 33401
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Worley Christina L
Managing Member
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201 ARKONA CT, WEST PALM BEACH, FL 33401
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201 ARKONA CT, WEST PALM BEACH, FL 33401
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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Castle Wealth Management
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West Palm Beach, FL |
Financial Information for Castle Wealth Management, LLC
Form 5500
CASTLE WEALTH MANAGEMENT, LLC
201 Arkona Ct, West Palm Beach, FL 33401 (561) 686-9604 EIN:65-0786404 Plan Admin:Christina Worley| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCASTLE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$624,954 / $939,745 | 2023 | CASTLE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 16 / 16 | $624,954 / $939,745 |
| 2022 | Plan NameCASTLE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$641,614 / $624,954 | 2022 | CASTLE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 14 / 16 | $641,614 / $624,954 |
| 2021 | Plan NameCASTLE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$483,453 / $641,614 | 2021 | CASTLE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 16 / 14 | $483,453 / $641,614 |
| 2020 | Plan NameCASTLE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$355,354 / $483,453 | 2020 | CASTLE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 12 / 15 | $355,354 / $483,453 |
| 2020 | Plan NameCASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$940,417 / $0 | 2020 | CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN - Plan #002 | 6 / 0 | $940,417 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CASTLE WEALTH MANAGEMENT, LLC
201 Arkona Court, West Palm Beach, FL 33401-7101 Ethnicity:Not Hispanic or Latino Race:White| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$121,907 Forgiven$123,241 LenderTD Bank, National Association Jobs11 | 04/10/2020 | $121,907 | $123,241 | TD Bank, National Association | 11 |
PPP Loans based on Paycheck Protection Program.
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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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