Efs Wealth Management, Inc.
Iowa
Iowa
Registered In
12/31/2015
Incorp. Date
Company Summary
Efs Wealth Management, Inc. in Iowa lists Daniel D Dykstra of Sioux City, IA.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Daniel D Dykstra
Registered Agent
|
1128 HISTORIC 4TH ST PO BOX 3086, SIOUX CITY, IA 51102
|
Financial Information for Efs Wealth Management, Inc.
Form 5500
EFS WEALTH MANAGEMENT INC.
5764 Sunnybrook Drive, Sioux City, Ia 51106 (712) 224-4651 EIN:81-0942868 Plan Admin:Marc Geels| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameEFS 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$602,336 / $843,777 | 2023 | EFS 401(K) PLAN - Plan #001 | 9 / 9 | $602,336 / $843,777 |
| 2023 | Plan NameEFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$0 / $0 | 2023 | EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 7 / 6 | $0 / $0 |
| 2022 | Plan NameEFS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$604,632 / $602,336 | 2022 | EFS 401(K) PLAN - Plan #001 | 8 / 10 | $604,632 / $602,336 |
| 2022 | Plan NameEFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0 | 2022 | EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 7 / 7 | $0 / $0 |
| 2021 | Plan NameEFS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$426,261 / $604,632 | 2021 | EFS 401(K) PLAN - Plan #001 | 7 / 8 | $426,261 / $604,632 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
EFS WEALTH MANAGEMENT
5764 Sunnybrook Drive, SIOUX CITY, IA 51106 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/04/2020 | Approved$158,500 Forgiven$159,896 LenderNorthwest Bank Jobs9 | 04/04/2020 | $158,500 | $159,896 | Northwest Bank | 9 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Daniel D Dykstra - Sioux City, IA
|
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The following government agencies have contributed data:
Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration
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