Wealth Preservation Solutions, LLC
New Jersey
New Jersey
Registered In
04/21/2003
Incorp. Date
Company Summary
Wealth Preservation Solutions, LLC in New Jersey was registered on 04/21/2003. It is listed at Paramus.
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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PARAMUS
View Map
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Financials
Financial Information for Wealth Preservation Solutions, LLC
Form 5500
WEALTH PRESERVATION SOLUTIONS, LLC
45 Eisenhower Drive Suite 550, Paramus, Nj 07652 (201) 632-2050 EIN:86-1061084 Plan Admin:Andrew Germann| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY25 / 26 Assets BOY/EOY$3,290,322 / $3,964,561 | 2023 | WEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST - Plan #002 | 25 / 26 | $3,290,322 / $3,964,561 |
| 2022 | Plan NameWEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY23 / 25 Assets BOY/EOY$3,744,492 / $3,290,322 | 2022 | WEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST - Plan #002 | 23 / 25 | $3,744,492 / $3,290,322 |
| 2021 | Plan NameWEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY22 / 23 Assets BOY/EOY$3,057,670 / $3,744,492 | 2021 | WEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST - Plan #002 | 22 / 23 | $3,057,670 / $3,744,492 |
| 2020 | Plan NameWEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$0 / $3,057,670 | 2020 | WEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 18 | $0 / $3,057,670 |
| 2020 | Plan NameWEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY17 / 18 Assets BOY/EOY$0 / $3,057,670 | 2020 | WEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST - Plan #002 | 17 / 18 | $0 / $3,057,670 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH PRESERVATION SOLUTIONS
45 Eisenhower Dr STE 550, Paramus, Nj 07652-1425| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$272,469 Forgiven$275,350 LenderBank of America, National Association Jobs21 | 05/01/2020 | $272,469 | $275,350 | Bank of America, National Association | 21 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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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