Stephens Wealth Management Group, Inc.
Michigan
Michigan
Registered In
06/20/1994
Incorp. Date
Company Summary
Stephens Wealth Management Group, Inc. in Michigan lists Sheryl Stephens of Flint, MI as the associate.
- Registered In
- Michigan
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit Corporation
- Status
- Not Available
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Sheryl E. Stephens
Registered Agent
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5206 GATEWAY CTR STE 300, FLINT, MI 48507
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Sheryl Stephens
President
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5206 GATEWAY CTR STE 300, FLINT, MI 48507
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Sheryl Stephens
Director
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5206 GATEWAY CTR STE 300, FLINT, MI 48507
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Sheryl Stephens
Secretary
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5206 GATEWAY CTR STE 300, FLINT, MI 48507
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Sheryl Stephens
TREASURER
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5206 GATEWAY CTR STE 300, FLINT, MI 48507
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Financial Information for Stephens Wealth Management Group, Inc.
Form 5500
STEPHENS WEALTH MANAGEMENT GROUP, INC
5206 Gateway Centre Suite 300, Flint, Mi 48507 (810) 732-7411 EIN:38-3182211 Plan Admin:Sheryl E. Stephens| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSTEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$4,048,457 / $3,593,840 | 2022 | STEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 14 | $4,048,457 / $3,593,840 |
| 2022 | Plan NameSTEPHENS WEALTH MANAGEMENT GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,407,717 / $1,427,818 | 2022 | STEPHENS WEALTH MANAGEMENT GROUP, INC. CASH BALANCE PLAN - Plan #002 | 13 / 14 | $1,407,717 / $1,427,818 |
| 2021 | Plan NameSTEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,484,912 / $4,048,457 | 2021 | STEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 13 | $3,484,912 / $4,048,457 |
| 2021 | Plan NameSTEPHENS WEALTH MANAGEMENT GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,133,700 / $1,407,717 | 2021 | STEPHENS WEALTH MANAGEMENT GROUP, INC. CASH BALANCE PLAN - Plan #002 | 12 / 13 | $1,133,700 / $1,407,717 |
| 2020 | Plan NameSTEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,372,777 / $3,484,912 | 2020 | STEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING - Plan #001 | 13 / 13 | $3,372,777 / $3,484,912 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STEPHENS WEALTH MANAGEMENT GROUP, INC.
5206 Gateway Ctr STE 300, Flint, Mi 48507 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$197,277 Forgiven$199,484 LenderJPMorgan Chase Bank, National Association Jobs12 | 04/16/2020 | $197,277 | $199,484 | JPMorgan Chase Bank, National Association | 12 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Sheryl E Stephens - Flint, MI
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S. Stephens-Boyne City, L.L.C.
Registered in Michigan
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Flint, MI | View Report | |
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S. Stephens-Charlevoix, L.L.C.
Registered in Michigan
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Flint, MI | View Report | |
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S. Stephens-Davison, L.L.C.
Registered in Michigan
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Flint, MI | View Report | |
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S. Stephens-Vehicles, L.L.C.
Registered in Michigan
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Flint, MI | View Report | |
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S. Stephens, L.L.C.
Registered in Michigan
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Flint, MI | View Report |
Person/City Match:Sheryl Stephens - Flint, MI
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Stephens Boswell Wealth Management Group, LLC
Registered in Michigan
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Flint, MI | View Report | |
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Stephens Consulting, LLC
Registered in Michigan
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Flint, MI | View Report | |
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Stephens Boswell Wealth Management Group, LLC
Registered in Florida
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Tampa, FL Flint, MI | View Report |
The following government agencies have contributed data:
Department of Licensing and Regulatory Affairs U.S. Department of Labor U.S. Small Business Administration
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