Jp Wealth Management, Inc.
Pleasant, SC
North Carolina
Registered In
03/23/2022
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Jp Wealth Management, Inc. at 3401 Salterbeck ST STE 202 Mt, Pleasant, Sc 29466 lists John F Carey of Mount Pleasant, SC and Mark Perlson of Isle of Palms, SC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New York
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Parra, Sandra E
Registered Agent
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4031 ROTHWOOD LN, HARRISBURG, NC 28075
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John F Carey
President
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3040 YACHTSMAN DR, MOUNT PLEASANT, SC 29466
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Mark Perlson
Vice President
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35 BACK CT, ISLE OF PALMS, SC 29451
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3401 SALTERBECK ST STE 202 MT, PLEASANT, SC 29466
View Map
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Financial Information for Jp Wealth Management, Inc.
Form 5500
JP WEALTH MANAGEMENT, INC.
1000 Woodbury Road Suite 102, Woodbury Road, Ny 11797 (516) 541-0022 EIN:20-0303460 Plan Admin:Mark Perlson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJP WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$724,238 / $1,075,042 | 2023 | JP WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $724,238 / $1,075,042 |
| 2022 | Plan NameJP WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$786,317 / $724,238 | 2022 | JP WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $786,317 / $724,238 |
| 2021 | Plan NameJP WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,072,698 / $786,317 | 2021 | JP WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 3 | $1,072,698 / $786,317 |
| 2020 | Plan NameJP WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,186,623 / $1,072,698 | 2020 | JP WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $1,186,623 / $1,072,698 |
| 2019 | Plan NameJP WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$712,828 / $1,186,623 | 2019 | JP WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 3 | $712,828 / $1,186,623 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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