Meritage Wealth Insurance Advisors, LLC
Idaho
Registered In
09/10/2020
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction
Company Summary
Meritage Wealth Insurance Advisors, LLC in Richmond, TX lists Douglas Dunne of Masspequa, NY and Jorge Fuentes of Boyds, MD
- Registered In
- Idaho
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Texas
- Company Type
- Foreign Limited Liability Company
- Status
- Active-Existing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Dean L Cameron
Commercial Registered Agent
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700 W STATE ST 3RD FL IDAHO DEPARTMENT OF INSURANCE, BOISE, ID 83702
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Douglas Dunne
Manager
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49 JETMORE PL, MASSPEQUA, NY 11758
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Jorge Fuentes
Manager
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14224 AUTUMN GOLD RD, BOYDS, MD 20841
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Richard Stein
Manager
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9426 E SONORAN SUNSET PASS, SCOTTSDALE, AZ 85255
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Jerry Adam
Manager
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12206 PREECE, CYPRESS, TX 77429
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Erik Copeland
Manager
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21052 NE 115TH ST, REDMOND, WA 98053
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Jerry C Adam
Governor
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12206 PREECE CT, CYPRESS, TX 77429
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503 FM 359 SUITE 130-267 JERRY CHARLES ADAM, JR., RICHMOND, TX 77406
View Map
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503 FM 359 RD STE 130-267 JERRY CHARLES ADAM, JR., RICHMOND, TX 77406-5195
(Mailing)
View Map
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Financial Information for Meritage Wealth Insurance Advisors, LLC
Form 5500
MERITAGE WEALTH INSURANCE ADVISORS, LLC
12206 Preece Ct, Cypress, Tx 77429 (713) 410-5690 EIN:84-3080441 Plan Admin:Allison Brecher| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$109,465 / $130,296 | 2022 | MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001 | 18 / 12 | $109,465 / $130,296 |
| 2021 | Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$0 / $109,465 | 2021 | MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 11 | $0 / $109,465 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MERITAGE WEALTH INSURANCE ADVISORS, LLC
12206 Preece Ct, Cypress, Tx 77429| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$52,982 Forgiven$53,524 LenderJPMorgan Chase Bank, National Association Jobs4 | 05/01/2020 | $52,982 | $53,524 | JPMorgan Chase Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration
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