Directional Wealth Management LLC
New Jersey
New Jersey
Registered In
11/17/2014
Incorp. Date
Company Summary
Directional Wealth Management LLC in New Jersey was registered on 11/17/2014. It is listed at Rockaway.
Overview
Registered In
New Jersey
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
Map & Locations
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ROCKAWAY
View Map
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Financials
Financial Information for Directional Wealth Management LLC
Form 5500
DIRECTIONAL WEALTH MANAGEMENT, LLC
141 W Main St, Rockaway, Nj 07866 (973) 771-5120 EIN:47-2333093 Plan Admin:Christian Misa| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$303,016 / $451,829 | 2023 | DIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 4 / 4 | $303,016 / $451,829 |
| 2022 | Plan NameDIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$275,026 / $303,016 | 2022 | DIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 4 / 4 | $275,026 / $303,016 |
| 2021 | Plan NameDIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$166,471 / $275,026 | 2021 | DIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 4 / 4 | $166,471 / $275,026 |
| 2020 | Plan NameDIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$45,411 / $166,471 | 2020 | DIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 4 / 4 | $45,411 / $166,471 |
| 2019 | Plan NameDIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $45,411 | 2019 | DIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 4 / 4 | $0 / $45,411 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DIRECTIONAL WEALTH MANAGEMENT LLC
141 West Main Street, ROCKAWAY, NJ 07866 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$60,063 Forgiven$60,584 LenderLakeland Bank Jobs4 | 04/28/2020 | $60,063 | $60,584 | Lakeland Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Directional Wealth Management LLC
Registered in Florida
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Tampa, FL | View Report |
Sources
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
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