Wealthspan Partners, LLC
Iowa
Iowa
Registered In
03/29/2019
Incorp. Date
Foreign
Registration Type
Company Summary
Wealthspan Partners, LLC in Iowa lists Brian J. Ramsay of Davenport, IA.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Foreign
- Company Type
- Foreign Limited Liability Company
- Status
- Not Available
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Brian J. Ramsay
Registered Agent
|
5025 UTICA RIDGE RD STE 101, DAVENPORT, IA 52807
(View Past Addresses)
|
Financial Information for Wealthspan Partners, LLC
Form 5500
WEALTHSPAN PARTNERS, LLC
5025 Utica Ridge Road, Suite 101, Davenport, Ia 52807 (563) 723-7301 EIN:83-1209851 Plan Admin:Brian Ramsay| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTHSPAN PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$426,932 / $681,139 | 2023 | WEALTHSPAN PARTNERS, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $426,932 / $681,139 |
| 2022 | Plan NameWEALTHSPAN PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$327,034 / $426,932 | 2022 | WEALTHSPAN PARTNERS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $327,034 / $426,932 |
| 2021 | Plan NameWEALTHSPAN PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$159,610 / $327,034 | 2021 | WEALTHSPAN PARTNERS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $159,610 / $327,034 |
| 2020 | Plan NameWEALTHSPAN PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$64,546 / $159,610 | 2020 | WEALTHSPAN PARTNERS, LLC 401(K) PLAN - Plan #001 | 4 / 3 | $64,546 / $159,610 |
| 2019 | Plan NameWEALTHSPAN PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $64,546 | 2019 | WEALTHSPAN PARTNERS, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $0 / $64,546 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
|
Wealthspan Partners, LLC
Registered in Florida
|
Bradenton, FL | View Report |
The following government agencies have contributed data:
Iowa Secretary of State U.S. Department of Labor
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