Basepoint Wealth, LLC

Iowa
Registered In
09/05/2017
Incorp. Date

Company Summary

Basepoint Wealth, LLC in Iowa lists Basepoint Wealth, Llc of Cedar Rapids, IA as the associate.

Overview

Registered In
Iowa
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
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People

William A Wallace Registered Agent
4144 GOLF ST NE, CEDAR RAPIDS, IA 52402
Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history

Financials

Financial Information for Basepoint Wealth, LLC

Form 5500

BASEPOINT WEALTH, LLC

4144 Golf Street Ne, Cedar Rapids, Ia 52402 (319) 826-1898 EIN:82-2773013 Plan Admin:Kathryn Wallace
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBASEPOINT WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY28 / 26 Assets BOY/EOY$948,827 / $1,561,922 2023 BASEPOINT WEALTH 401(K) PLAN - Plan #001 28 / 26 $948,827 / $1,561,922
2022 Plan NameBASEPOINT WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY23 / 27 Assets BOY/EOY$715,018 / $948,827 2022 BASEPOINT WEALTH 401(K) PLAN - Plan #001 23 / 27 $715,018 / $948,827
2021 Plan NameBASEPOINT WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY14 / 22 Assets BOY/EOY$379,700 / $715,018 2021 BASEPOINT WEALTH 401(K) PLAN - Plan #001 14 / 22 $379,700 / $715,018
2020 Plan NameBASEPOINT WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$173,610 / $379,700 2020 BASEPOINT WEALTH 401(K) PLAN - Plan #001 12 / 14 $173,610 / $379,700
2019 Plan NameBASEPOINT WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY9 / 12 Assets BOY/EOY$0 / $173,610 2019 BASEPOINT WEALTH 401(K) PLAN - Plan #001 9 / 12 $0 / $173,610
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BASEPOINT WEALTH, LLC

4144 Golf Street Ne, Cedar Rapids, Ia 52402-5750 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/03/2020 Approved$193,300 Forgiven$195,254 LenderFarmers & Merchants Savings Bank Jobs12 04/03/2020 $193,300 $195,254 Farmers & Merchants Savings Bank 12
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Basepoint Wealth, LLC Registered in Iowa
Cedar Rapids, IA View Report

Sources

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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