Beacon Wealth Management Planning, Inc.

New Jersey

Registered In

05/29/2013

Incorp. Date

Company Summary

Beacon Wealth Management Planning, Inc. in New Jersey was registered on 05/29/2013. It is listed at Union.

Union View Map

Form 5500

1020 Galloping Hill Rd. STE 202, Union, Nj 07083 (973) 335-0100 EIN:46-2987348 Plan Admin:Anthony Calabrese

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$429,996 / $376,290	2022	BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001	3 / 3	$429,996 / $376,290
2021	Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$296,894 / $429,996	2021	BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001	3 / 3	$296,894 / $429,996
2020	Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$177,665 / $296,894	2020	BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001	3 / 3	$177,665 / $296,894
2019	Plan NameBEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$104,305 / $177,665	2019	BEACON WEALTH MANAGEMENT PLANNING INC 401(K) PLAN - Plan #001	2 / 3	$104,305 / $177,665

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1020 Galloping Hill Rd, UNION, NJ 07083

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$38,600 Forgiven$38,930 LenderUnity Bank Jobs3	04/14/2020	$38,600	$38,930	Unity Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Beacon Wealth Management Planning, Inc. Registered in New York	Union, NJ		View Report

The following government agencies have contributed data:

New Jersey Division of Revenue and Enterprise Services U.S. Department of Labor U.S. Small Business Administration

Manage Profile Opt-Out