Van Winkle Wealth Management Group, LLC

Ohio
Registered In
06/18/2003
Incorp. Date

Company Summary

Van Winkle Wealth Management Group, LLC in Ohio lists Brian Van Winkle as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
A
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Brian Van Winkle Registered Agent
263 DEO DR, NEWARK, OH 43055
Brian Van Winkle

Financial Information for Van Winkle Wealth Management Group, LLC

Form 5500

VAN WINKLE WEALTH MANAGEMENT GROUP, LLC

263 Deo Drive, Newark, Oh 43055 (740) 366-1110 EIN:14-1888788 Plan Admin:Brian Van Winkle
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameVAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,789,308 / $1,888,701 2022 VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,789,308 / $1,888,701
2021 Plan NameVAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,509,956 / $1,789,308 2021 VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,509,956 / $1,789,308
2020 Plan NameVAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,012,524 / $1,509,956 2020 VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,012,524 / $1,509,956
2019 Plan NameVAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$923,707 / $1,012,524 2019 VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $923,707 / $1,012,524
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor
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