Moneywise Solutions, Inc.

Amelia, VA

North Carolina

Registered In

10/02/2007

Incorp. Date

Foreign

Registration Type

Virginia

Foreign Jurisdiction

Company Summary

Moneywise Solutions, Inc. at 14101 Chula Road Amelia, VA 23002 lists Clement, Chuck of Gastonia, NC.

Clement, Chuck Registered Agent

2020 REMOUNT RD, GASTONIA, NC 28051

14101 Chula Road Amelia, VA 23002 View Map

Form 5500

P.O. Box 878, Amelia Courthouse, Va 23002 (804) 561-1708 EIN:54-1951094 Plan Admin:Frank Surface

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMONEYWISE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$216,176 / $208,230	2022	MONEYWISE SOLUTIONS, INC. 401(K) PLAN - Plan #001	3 / 4	$216,176 / $208,230
2021	Plan NameMONEYWISE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$134,087 / $216,176	2021	MONEYWISE SOLUTIONS, INC. 401(K) PLAN - Plan #001	3 / 3	$134,087 / $216,176
2020	Plan NameMONEYWISE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$94,132 / $134,087	2020	MONEYWISE SOLUTIONS, INC. 401(K) PLAN - Plan #001	2 / 3	$94,132 / $134,087

Benefit & Retirement Plans based on Form 5500.

PPP Loans

14101 Chula Road, Amelia, VA 23002 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$66,400 Forgiven$67,022 LenderAtlantic Union Bank Jobs8	04/27/2020	$66,400	$67,022	Atlantic Union Bank	8

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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