Integrated Wealth Advisory Services, Inc.

Missouri
Registered In
09/01/1998
Incorp. Date
Foreign
Registration Type
Kansas
Foreign Jurisdiction

Company Summary

Integrated Wealth Advisory Services, Inc. at 4400 W 109th St, Overland Park, Ks 66211 lists Craig L Splan, of Kansas City, MO and Tray A Wiltse, of Olathe, KS.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Kansas
Company Type
Gen. Business - for Profit
Status
Good Standing
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Registered Agent Solutions, Inc. Registered Agent
711 N 11TH ST, SAINT LOUIS, MO 63101 (View Past Addresses)
Craig L Splan, President
3739 GILLHAM RD, KANSAS CITY, MO 64111
Tray A Wiltse, Vice President
11163 S GLENVIEW LN, OLATHE, KS 66061
Craig L Splan, Director
3739 GILLHAM RD, KANSAS CITY, MO 64111
Bill L Day, Director
4801 W 112TH ST, LEAWOOD, KS 66211
Tray A Wiltse, Director
11163 S GLENVIEW LN, OLATHE, KS 66061
Bill L Day, Secretary
4801 W 112TH ST, LEAWOOD, KS 66211
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4400 W 109TH ST, OVERLAND PARK, KS 66211 View Map
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Financial Information for Integrated Wealth Advisory Services, Inc.

Form 5500

INTEGRATED WEALTH ADVISORY SERVICES, INC.

4400 W. 109th St., Suite 250, Overland Park, Ks 66211 (913) 491-4908 EIN:48-0988125 Plan Admin:Craig L. Splan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$1,104,240 / $0 2023 INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 8 / 0 $1,104,240 / $0
2022 Plan NameINTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,179,434 / $1,104,240 2022 INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 8 / 8 $1,179,434 / $1,104,240
2021 Plan NameINTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,162,596 / $1,179,434 2021 INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 7 / 8 $1,162,596 / $1,179,434
2020 Plan NameINTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$1,277,456 / $1,162,596 2020 INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 9 / 7 $1,277,456 / $1,162,596
2019 Plan NameINTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$994,719 / $1,277,456 2019 INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 9 / 9 $994,719 / $1,277,456
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INTEGRATED WEALTH ADVISORY SERVICES, INC

4400 W 109th St, Leawood, Ks 66211-1304
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$104,500 Forgiven$105,191 LenderArvest Bank Jobs7 04/07/2020 $104,500 $105,191 Arvest Bank 7
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Craig L Splan - Kansas City, MO
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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
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