Wealth Management Group, Incorporated at 1399 Ashleybrook Ln Suite 120 Winston, Salem, Nc 27103 lists David J Klepeisz of Winston-Salem, NC as the associate.
Klepeisz, David J
Registered Agent
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1399 ASHLEYBROOK LN SUITE 120 WINSTON, SALEM, NC 27103
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David J Klepeisz
President
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1399 ASHLEYBROOK LN STE 120, WINSTON-SALEM, NC 27103
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1399 ASHLEYBROOK LN SUITE 120 WINSTON, SALEM, NC 27103
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2022 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,191,533 / $1,075,030 | 2022 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 6 | $1,191,533 / $1,075,030 |
2021 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$917,122 / $1,191,533 | 2021 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 5 | $917,122 / $1,191,533 |
2020 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$470,085 / $917,122 | 2020 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 5 | $470,085 / $917,122 |
2019 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$311,107 / $470,085 | 2019 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 5 | $311,107 / $470,085 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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04/14/2020 | Approved$74,300 Forgiven$75,086 LenderLive Oak Banking Company Jobs5 | 04/14/2020 | $74,300 | $75,086 | Live Oak Banking Company | 5 |
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration