Private Wealth Management Group, LLC
New Jersey
New Jersey
Registered In
10/12/2012
Incorp. Date
Company Summary
Private Wealth Management Group, LLC in New Jersey was registered on 10/12/2012. It is listed at Princeton.
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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PRINCETON
View Map
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Financials
Financial Information for Private Wealth Management Group, LLC
Form 5500
PRIVATE WEALTH MANAGEMENT GROUP, LLC
512 Executive Drive, Princeton, Nj 08540 (609) 921-7002 EIN:46-1354673 Plan Admin:Kathy Biesiadecki| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameNOVI WEALTH PARTNERS RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,076,372 / $1,440,540 | 2021 | NOVI WEALTH PARTNERS RETIREMENT PLAN - Plan #001 | 8 / 8 | $1,076,372 / $1,440,540 |
| 2020 | Plan NamePRIVATE WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$902,059 / $1,076,372 | 2020 | PRIVATE WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN - Plan #001 | 8 / 8 | $902,059 / $1,076,372 |
| 2019 | Plan NamePRIVATE WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$643,678 / $902,059 | 2019 | PRIVATE WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN - Plan #001 | 6 / 8 | $643,678 / $902,059 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PRIVATE WEALTH MANAGEMENT GROUP LLC
512 Executive Dr, Princeton, Nj 08540-1527| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$171,882 Forgiven$166,586 LenderFirst Bank Jobs8 | 04/14/2020 | $171,882 | $166,586 | First Bank | 8 |
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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