Diastole Wealth Management Inc.

Dayton, OH

Ohio

Registered In

05/08/2007

Incorp. Date

Foreign

Registration Type

Connecticut

Foreign Jurisdiction

Company Summary

Diastole Wealth Management Inc. in Dayton, OH was registered on 05/08/2007. It is listed at 10 Courthouse Plz SW STE 950, Dayton, Oh 45402.

U-B Corporation Registered Agent

1660 W 2ND ST # 1100, CLEVELAND, OH 44113

10 COURTHOUSE PLZ SW STE 950, DAYTON, OH 45402 View Map

Form 5500

58 Boston St., Guilford, Ct 06437 (203) 458-5220 EIN:06-1463831 Plan Admin:Meredith Eden

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$1,235,969 / $1,697,715	2023	DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	16 / 15	$1,235,969 / $1,697,715
2022	Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,431,268 / $1,235,969	2022	DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	18 / 16	$1,431,268 / $1,235,969
2021	Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,121,404 / $1,431,268	2021	DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 18	$1,121,404 / $1,431,268
2020	Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$837,473 / $1,121,404	2020	DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	18 / 16	$837,473 / $1,121,404
2019	Plan NameDIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$596,274 / $837,473	2019	DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	18 / 18	$596,274 / $837,473

Benefit & Retirement Plans based on Form 5500.

PPP Loans

58 Boston Street, Guilford, Ct 06437

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$277,390 Forgiven$280,286 LenderWells Fargo Bank, National Association Jobs17	04/16/2020	$277,390	$280,286	Wells Fargo Bank, National Association	17

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration

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