Campbell Wealth Management, Inc.

New York
Registered In
12/10/2019
Incorp. Date
Foreign
Registration Type
Virginia
Foreign Jurisdiction

Company Summary

Campbell Wealth Management, Inc. in New York was registered on 12/10/2019.

Registered In
New York
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Virginia
Company Type
Foreign Business Corporation
Status
Not Available
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330 JOHN CARLYLE ST STE 400, ALEXANDRIA, VA 22314
Queens County View Map

Financial Information for Campbell Wealth Management, Inc.

Form 5500

CAMPBELL WEALTH MANAGEMENT, INC.

330 John Carlyle Street Suite 400, Alexandria, Va 22314 (703) 535-5300 EIN:20-0193064 Plan Admin:Shirley Horner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY25 / 34 Assets BOY/EOY$3,322,200 / $3,003,084 2022 CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 25 / 34 $3,322,200 / $3,003,084
2022 Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 34 Assets BOY/EOY$3,322,200 / $3,003,084 2022 CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 25 / 34 $3,322,200 / $3,003,084
2021 Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 24 Assets BOY/EOY$2,635,016 / $3,322,200 2021 CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 32 / 24 $2,635,016 / $3,322,200
2020 Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 32 Assets BOY/EOY$1,979,687 / $2,635,016 2020 CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 26 / 32 $1,979,687 / $2,635,016
2019 Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,405,285 / $1,979,687 2019 CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 24 / 25 $1,405,285 / $1,979,687
2019 Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,405,285 / $1,979,687 2019 CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 24 / 25 $1,405,285 / $1,979,687
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CAMPBELL WEALTH MANAGEMENT, INC.

330 JOHN CARLYLE ST Suite 400, ALEXANDRIA, VA 22314-5758 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/05/2020 Approved$411,700 Forgiven$414,124 LenderAtlantic Union Bank Jobs21 04/05/2020 $411,700 $414,124 Atlantic Union Bank 21
PPP Loans based on Paycheck Protection Program.
Person/Address Match:Campbell Wealth Management Inc -
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Campbell Wealth Management, Inc. Registered in Florida
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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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