Basepoint Wealth, LLC in Iowa lists Basepoint Wealth, Llc of Cedar Rapids, IA as the associate.
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William A Wallace
Registered Agent
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4144 GOLF ST NE, CEDAR RAPIDS, IA 52402
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| 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 |
| 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 |
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Basepoint Wealth, LLC
Registered in Iowa
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Cedar Rapids, IA | View Report |