Valmark Financial Group, LLC

North Carolina
Registered In
07/14/2022
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction

Company Summary

Valmark Financial Group, LLC at 130 Springside Dr, Akron, Oh 44333 lists Jim Benson and Roger Emerson of Akron, OH as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Ohio
Company Type
Limited Liability Company
Status
Current-Active
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Corporation Service Company Registered Agent
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Jim Benson Member
130 SPRINGSIDE DR, AKRON, OH 44333
Roger Emerson Member
130 SPRINGSIDE DR, AKRON, OH 44333
Daniel Preiner Member
130 SPRINGSIDE DR, AKRON, OH 44333
Kristin Ferguson Member
130 SPRINGSIDE DR, AKRON, OH 44333
Lawrence J. Rybka Member
130 SPRINGSIDE DR STE 300, AKRON, OH 44338
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130 SPRINGSIDE DR, AKRON, OH 44333 View Map
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Financial Information for Valmark Financial Group, LLC

Form 5500

VALMARK FINANCIAL GROUP, LLC

130 Springside Dr Suite 110, Akron, Oh 44333 (330) 576-1234 EIN:34-1924302 Plan Admin:Elizabeth Kozenko
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameVALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY167 / 184 Assets BOY/EOY$20,363,013 / $18,761,677 2022 VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN - Plan #001 167 / 184 $20,363,013 / $18,761,677
2022 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #503 Participants BOY/EOY122 / 0 Assets BOY/EOY$0 / $0 2022 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #503 122 / 0 $0 / $0
2021 Plan NameVALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY167 / 167 Assets BOY/EOY$17,152,947 / $20,363,013 2021 VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN - Plan #001 167 / 167 $17,152,947 / $20,363,013
2021 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY122 / 0 Assets BOY/EOY$0 / $0 2021 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 122 / 0 $0 / $0
2020 Plan NameVALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY170 / 167 Assets BOY/EOY$14,519,227 / $17,152,947 2020 VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN - Plan #001 170 / 167 $14,519,227 / $17,152,947
2020 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY128 / 0 Assets BOY/EOY$0 / $0 2020 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 128 / 0 $0 / $0
2019 Plan NameVALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY168 / 170 Assets BOY/EOY$12,826,073 / $14,519,227 2019 VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN - Plan #001 168 / 170 $12,826,073 / $14,519,227
2019 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY123 / 0 Assets BOY/EOY$0 / $0 2019 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 123 / 0 $0 / $0
2018 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY117 / 0 Assets BOY/EOY$0 / $0 2018 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 117 / 0 $0 / $0
2017 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY122 / 0 Assets BOY/EOY$0 / $0 2017 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 122 / 0 $0 / $0
2016 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY113 / 0 Assets BOY/EOY$0 / $0 2016 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 113 / 0 $0 / $0
2015 Plan NameVALMARK FINANCIAL GROUP BENEFITS PLAN Plan #502 Participants BOY/EOY119 / 0 Assets BOY/EOY$0 / $0 2015 VALMARK FINANCIAL GROUP BENEFITS PLAN - Plan #502 119 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

VALMARK FINANCIAL GROUP LLC

130 SPringside Drive Suite 110, AKRON, OH 44333-2431 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$2,214,700 Forgiven$1,732,358 LenderThe Huntington National Bank Jobs141 04/06/2020 $2,214,700 $1,732,358 The Huntington National Bank 141
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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