Steward Wealth Management, Inc.

Raleigh, NC

North Carolina

Registered In

04/02/2008

Incorp. Date

Company Summary

Steward Wealth Management, Inc. at 343 E Six Forks Rd STE 388, Raleigh, Nc 27609 lists Brant E. Spesshardt of Raleigh, NC as the associate.

Spesshardt, Brant Registered Agent	3600 SUNRIVER PT, RALEIGH, NC 27610
Brant E. Spesshardt President	3600 SUNRIVER PT, RALEIGH, NC 27610

343 E SIX FORKS RD STE 388, RALEIGH, NC 27609 View Map

Form 5500

3600 Sunriver Pt, Raleigh, Nc 27610 (919) 803-0035 EIN:26-2510436 Plan Admin:Brant Spesshardt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSTEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$858,075 / $863,250	2022	STEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	13 / 15	$858,075 / $863,250
2021	Plan NameSTEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$572,829 / $858,075	2021	STEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 12	$572,829 / $858,075
2020	Plan NameSTEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$325,372 / $572,829	2020	STEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 11	$325,372 / $572,829
2019	Plan NameSTEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$168,381 / $325,372	2019	STEWARD WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 9	$168,381 / $325,372

Benefit & Retirement Plans based on Form 5500.

PPP Loans

343 E Six Forks Rd, Raleigh, Nc 27609-7781

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$144,783 Forgiven$145,981 LenderKS Bank, Inc. Jobs9	04/13/2020	$144,783	$145,981	KS Bank, Inc.	9

PPP Loans based on Paycheck Protection Program.

Address Match:343 E Six Forks Rd Ste 388 Raleigh, NC

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Address Match:343 E Six Forks Rd Raleigh, NC

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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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