Qp Wealth Management, LLC

Boca Raton, FL

Florida

Registered In

02/02/2022

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Qp Wealth Management, LLC at 301 Yamato Rd STE 3194, Boca Raton, FL 33431 lists Lloyd James W of Highland Beach, FL and Heerwagen Lisa K of Summerland Key, FL.

Overview

Registered In

Florida

Incorporation Date

02/02/2022

Company Type

Foreign Limited Liability Co.

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

EIN

83-4716043

Email

********@myparacorp.com

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People

Paracorp Incorporated Registered Agent	155 OFFICE PLAZA DR, TALLAHASSEE, FL 32301
Lloyd James W Managing Member	4605 S OCEAN BLVD APT 3A, HIGHLAND BEACH, FL 33487-5339 (View Past Addresses)
Heerwagen Lisa K Managing Member	805 CARIBBEAN DR E, SUMMERLAND KEY, FL 33042
Leidner II Thomas W Managing Member	148 RIDGE RD, FAIR HAVEN, NJ 07704 (View Past Addresses)

Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

301 YAMATO RD STE 3194, BOCA RATON, FL 33431 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Qp Wealth Management, LLC

Form 5500

QP WEALTH MANAGEMENT, LLC

301 Yamato Road, Suite 3194, Boca Raton, FL 33431 (732) 526-2701 EIN:83-4716043 Plan Admin:James Lloyd

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameQP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$252,988 / $326,238	2022	QP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	5 / 6	$252,988 / $326,238
2021	Plan NameQP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$91,492 / $252,988	2021	QP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$91,492 / $252,988
2020	Plan NameQP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $91,492	2020	QP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	0 / 5	$0 / $91,492

Benefit & Retirement Plans based on Form 5500.

PPP Loans

QP WEALTH MANAGEMENT, LLC

12 Christopher Way STE 103, Eatontown, Nj 07724

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$83,250 Forgiven$83,971 LenderJPMorgan Chase Bank, National Association Jobs5	05/01/2020	$83,250	$83,971	JPMorgan Chase 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