Wealth Management Group, Incorporated

North Carolina
Registered In
02/23/1999
Incorp. Date

Company Summary

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.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Klepeisz, David J Registered Agent
1399 ASHLEYBROOK LN SUITE 120 WINSTON, SALEM, NC 27103
David J Klepeisz President
1399 ASHLEYBROOK LN STE 120, WINSTON-SALEM, NC 27103
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1399 ASHLEYBROOK LN SUITE 120 WINSTON, SALEM, NC 27103 View Map

Financial Information for Wealth Management Group, Incorporated

Form 5500

WEALTH MANAGEMENT GROUP, INC.

1399 Ashleybrook Lane Suite 120, Winston-salem, Nc 27103 (336) 760-4829 EIN:56-2124779 Plan Admin:Healthequity Retirement Services, Llc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEALTH MANAGEMENT GROUP, INCORPORATED

1399 Ashleybrook Ln STE 120, Winston Salem, Nc 27103
Loan Date Approved Forgiven Lender Jobs
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
PPP Loans based on Paycheck Protection Program.
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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
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