Van Winkle Wealth Management Group, LLC
Ohio
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.
Overview
Registered In
Ohio
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
A
Registration Type
Domestic
Search Other Resources
People
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Brian Van Winkle
Registered Agent
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263 DEO DR, NEWARK, OH 43055
|
|
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Brian Van Winkle
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Financials
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.
Linked Companies
Related Business Names:
|
Van Winkle Wealth Management Group,LLC
Registered in North Carolina
|
Chapel Hill, NC | View Report |
Person/City Match:Brian Van Winkle - Newark, OH
|
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Registered in Ohio
|
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Sources
The following government agencies have contributed data:
• Ohio Secretary of State • U.S. Department of Labor
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