Calvert Wealth Management, Inc.

North Carolina
Registered In
01/20/2017
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction

Company Summary

Calvert Wealth Management, Inc. at 3175 W Ward Rd STE 120, Dunkirk, Md 20754 lists Bradley Sheahan of Southport, NC and John Stone of Huntingtown, MD.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Maryland
Company Type
Business Corporation
Status
Withdrawn
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SEC | EDGAR Trellis.Law Recent News
Secretary Of State Registered Agent
2 S SALISBURY ST, RALEIGH, NC 27601 PO BOX 29622, RALEIGH, NC 27626 (Mailing)
Bradley Sheahan President
2823 ELLINGTON PL, SOUTHPORT, NC 28461
John Stone Vice President
1520 STONE DR, HUNTINGTOWN, MD 20639
Kelly Sheahan Assistant Treasurer
535 LEFTWICH LN, ANNAPOLIS, MD 21401
3175 W WARD RD STE 120, DUNKIRK, MD 20754 View Map

Financial Information for Calvert Wealth Management, Inc.

Form 5500

CALVERT WEALTH MANAGEMENT, INC.

3175 West Ward Rd. Suite 120, Dunkirk, Md 20754 (301) 812-1550 EIN:52-2124554 Plan Admin:Calvert Wealth Management, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$360,059 / $363,637 2022 CALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN - Plan #001 5 / 5 $360,059 / $363,637
2021 Plan NameCALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$243,072 / $360,059 2021 CALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN - Plan #001 5 / 5 $243,072 / $360,059
2020 Plan NameCALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$639,719 / $243,072 2020 CALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN - Plan #001 6 / 5 $639,719 / $243,072
2019 Plan NameCALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$445,729 / $639,719 2019 CALVERT WEALTH MANAGEMENT, INC. 401(K) P/S PLAN - Plan #001 7 / 6 $445,729 / $639,719
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CALVERT WEALTH MANAGEMENT INC

3175 West Ward RD, DUNKIRK, MD 20754-3020 Industry:All Other Insurance Related Activities
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$69,366 Forgiven$0 LenderShore United Bank, National Association Jobs4 04/30/2020 $69,366 $0 Shore United Bank, National Association 4
PPP Loans based on Paycheck Protection Program.
Person/City Match:Secretary Of State - 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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