Caparelli Wealth Management, Inc.

Savannah, GA

Georgia

Registered In

12/17/2004

Incorp. Date

Company Summary

Caparelli Wealth Management, Inc. at 7505 Waters Ave STE A-3, Savannah, Ga 31406 lists James F. Caparelli of Savannah, GA as the associate.

Registered In: Georgia
Incorporation Date: 12/17/2004
Registration Type: Domestic
Company Type: Domestic Profit Corporation
Status: Active/Compliance
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James F. Caparelli Registered Agent	7505 WATERS AVE STE A-3, SAVANNAH, GA 31406
James F. Caparelli CEO	7505 WATERS AVE STE A-3, SAVANNAH, GA 31406
James F. Caparelli CFO	7505 WATERS AVE STE A-3, SAVANNAH, GA 31406
James F. Caparelli Secretary	7505 WATERS AVE STE A-3, SAVANNAH, GA 31406

7505 WATERS AVE STE A-3, SAVANNAH, GA 31406 View Map

Financial Information for Caparelli Wealth Management, Inc.

Form 5500

CAPARELLI WEALTH MANAGEMENT, INC.

7505 Waters Ave Suite A 3, Savannah, Ga 31406 (912) 354-6363 EIN:16-1711770 Plan Admin:Morgan Law

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,901 / $2,507	2022	CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN - Plan #501	2 / 2	$1,901 / $2,507
2021	Plan NameCAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 2 Assets BOY/EOY$767 / $1,901	2021	CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN - Plan #501	2 / 2	$767 / $1,901
2020	Plan NameCAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $767	2020	CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN - Plan #501	2 / 2	$0 / $767

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CAPARELLI WEALTH MANAGEMENT, INC

7505 Waters Ave, Suite A-3, Savannah, Ga 31406-3817 Industry:Administrative Management and General Management Consulting Services Ethnicity:Hispanic or Latino Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$7,941 Forgiven$8,041 LenderCarver State Bank Jobs1	04/30/2020	$7,941	$8,041	Carver State Bank	1

PPP Loans based on Paycheck Protection Program.

Address Match:7505 Waters Ave Ste A-3 Savannah, GA

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The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor U.S. Small Business Administration

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