Avery Wealth, Inc.
Michigan
Michigan
Registered In
12/05/2007
Incorp. Date
Company Summary
Avery Wealth, Inc. in Michigan lists Daniel A Reese of Jackson, MI as the associate.
Overview
Registered In
Michigan
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
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Daniel A Reese
Registered Agent
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2727 SPRING ARBOR RD, JACKSON, MI 49203
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Daniel A Reese
President
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2727 SPRING ARBOR RD, JACKSON, MI 49203
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Daniel A Reese
Director
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2727 SPRING ARBOR RD, JACKSON, MI 49203
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Daniel A Reese
Secretary
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2727 SPRING ARBOR RD, JACKSON, MI 49203
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Daniel A Reese
TREASURER
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2727 SPRING ARBOR RD, JACKSON, MI 49203
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Financials
Financial Information for Avery Wealth, Inc.
Form 5500
AVERY WEALTH, INC.
2727 Spring Arbor Road, Jackson, Mi 49203 (517) 783-1695 EIN:26-1638540 Plan Admin:Dan Reese| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAVERY WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$522,154 / $715,348 | 2023 | AVERY WEALTH, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $522,154 / $715,348 |
| 2022 | Plan NameAVERY WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$545,565 / $522,154 | 2022 | AVERY WEALTH, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $545,565 / $522,154 |
| 2021 | Plan NameAVERY WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$504,096 / $545,565 | 2021 | AVERY WEALTH, INC. 401(K) PLAN - Plan #001 | 3 / 2 | $504,096 / $545,565 |
| 2020 | Plan NameAVERY WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$336,841 / $504,095 | 2020 | AVERY WEALTH, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $336,841 / $504,095 |
| 2019 | Plan NameAVERY WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$230,995 / $336,841 | 2019 | AVERY WEALTH, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $230,995 / $336,841 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
AVERY WEALTH, INC
2540 Spring Arbor Rd, Jackson, Mi 49203-3602 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$61,837 Forgiven$62,308 LenderCounty National Bank Jobs3 | 04/10/2020 | $61,837 | $62,308 | County National Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Avery Wealth Management, Inc.
Registered in North Dakota
|
Fargo, ND | View Report | |
|
Avery Wealth Management Solutions Inc
Registered in Florida
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Winter Garden, FL | View Report |
Person/City Match:Daniel A Reese - Jackson, MI
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Dhr Properties, LLC
Registered in Michigan
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Jackson, MI | View Report | |
|
Dhr Properties, LLC
Registered in Michigan
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Jackson, MI | View Report | |
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Kolman & Reese Properties, L.L.C.
Registered in Michigan
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Jackson, MI | View Report | |
|
Scholar Advisors, L.L.C.
Registered in Michigan
|
Jackson, MI | View Report |
Sources
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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