Cfo Wealth Consultants Inc.

New York

Registered In

09/16/1996

Incorp. Date

Company Summary

Cfo Wealth Consultants Inc. at Nassau County lists Cfo Wealth Consultants Inc. and Bernardo Lira of Floral Park, NY as the associates.

Overview

Registered In

New York

Incorporation Date

09/16/1996

Company Type

Domestic Business Corporation

Status

Not Available

Registration Type

Domestic

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People

Cfo Wealth Consultants Inc. Location	99 TULIP AVE STE 304, FLORAL PARK, NY 11001
Cfo Wealth Consultants Inc. DOS Process	99 TULIP AVE STE 304, FLORAL PARK, NY 11001
Bernardo Lira CEO	BERNARDO LIRA STE. 304, FLORAL PARK, NY 11001 (View Past Addresses)

Map & Locations

Nassau County View Map

Financials

Financial Information for Cfo Wealth Consultants Inc.

Form 5500

CFO WEALTH CONSULTANTS, INC.

99 Tulip Avenue Suite 304, Floral Park, Ny 11001 (516) 492-3090 EIN:11-3339088 Plan Admin:Ben Lira

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,323,884 / $2,161,298	2022	CFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$3,323,884 / $2,161,298
2021	Plan NameCFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,725,413 / $3,323,884	2021	CFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$2,725,413 / $3,323,884
2020	Plan NameCFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,017,299 / $2,725,413	2020	CFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$2,017,299 / $2,725,413
2019	Plan NameCFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,521,586 / $2,017,299	2019	CFO WEALTH CONSULTANTS, INC. 401K PROFIT SHARING PLAN - Plan #001	3 / 4	$1,521,586 / $2,017,299

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CFO WEALTH CONSULTANTS

99 Tulip Ave Suite 304, Floral Park, NY 11793 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$67,500 Forgiven$68,314 LenderCitibank, N.A. Jobs4	04/15/2020	$67,500	$68,314	Citibank, N.A.	4

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration

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