Valued Wealth Management, Inc.

Boca Raton, FL

Florida

Registered In

10/22/2019

Incorp. Date

Company Summary

Valued Wealth Management, Inc. at 5255 N Federal Hwy, Boca Raton, FL 33487 lists Fenyves Steven W of Boca Raton, FL as the associate.

Registered In: Florida
Incorporation Date: 10/22/2019
Registration Type: Domestic
Company Type: Domestic Profit
Status: Active
EIN: 20-1720641
Website: valuedwealth.com
Email: ******@valuedwealth.com
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Fenyves Steven W Registered Agent	5255 N FEDERAL HWY, BOCA RATON, FL 33487 (View Past Addresses)
Fenyves Steven W President	5255 N FEDERAL HWY, BOCA RATON, FL 33487 (View Past Addresses)

5255 N FEDERAL HWY, BOCA RATON, FL 33487 View Map

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Financial Information for Valued Wealth Management, Inc.

Form 5500

VALUED WEALTH MANAGEMENT, INC.

5255 N. Federal Hwy, Suite 330, Boca Raton, FL 33487 (561) 392-4646 EIN:20-1720641 Plan Admin:Steven Fenyves

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameVALUED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$309,784 / $304,832	2022	VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	3 / 3	$309,784 / $304,832
2021	Plan NameVALUED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$252,066 / $309,784	2021	VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	2 / 3	$252,066 / $309,784
2020	Plan NameVALUED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$191,491 / $252,066	2020	VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	2 / 2	$191,491 / $252,066
2019	Plan NameVALUED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$152,090 / $191,491	2019	VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	1 / 2	$152,090 / $191,491

Benefit & Retirement Plans based on Form 5500.

PPP Loans

VALUED WEALTH MANAGEMENT, INC.

7763 Glades Rd. Suite 101, Boca Raton, FL 33434 Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$26,400 Forgiven$26,564 LenderLive Oak Banking Company Jobs3	04/06/2020	$26,400	$26,564	Live Oak Banking Company	3

PPP Loans based on Paycheck Protection Program.

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