Strategic Wealth Partners, LTD

Ohio
Registered In
11/26/2007
Incorp. Date

Company Summary

Strategic Wealth Partners, LTD in Ohio lists Mark Tepper as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
A
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Mark Tepper Registered Agent
5005 ROCKSIDE RD STE 1200, INDEPENDENCE, OH 44131
Mark Tepper

Financial Information for Strategic Wealth Partners, LTD

Form 5500

STRATEGIC WEALTH PARTNERS LTD

5005 Rockside Road Suite 1200, Independence, Oh 44131 (216) 800-9000 EIN:26-2328809 Plan Admin:Doug Harbaugh
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSTRATEGIC WEALTH PARTNERS LTD 401K PLAN Plan #002 Participants BOY/EOY24 / 29 Assets BOY/EOY$2,239,803 / $2,055,602 2022 STRATEGIC WEALTH PARTNERS LTD 401K PLAN - Plan #002 24 / 29 $2,239,803 / $2,055,602
2021 Plan NameSTRATEGIC WEALTH PARTNERS LTD 401K PLAN Plan #002 Participants BOY/EOY23 / 22 Assets BOY/EOY$1,968,457 / $2,239,803 2021 STRATEGIC WEALTH PARTNERS LTD 401K PLAN - Plan #002 23 / 22 $1,968,457 / $2,239,803
2020 Plan NameSTRATEGIC WEALTH PARTNERS LTD 401K PLAN Plan #002 Participants BOY/EOY24 / 23 Assets BOY/EOY$1,510,746 / $1,968,457 2020 STRATEGIC WEALTH PARTNERS LTD 401K PLAN - Plan #002 24 / 23 $1,510,746 / $1,968,457
2019 Plan NameSTRATEGIC WEALTH PARTNERS LTD 401K PLAN Plan #002 Participants BOY/EOY31 / 22 Assets BOY/EOY$1,113,753 / $1,510,746 2019 STRATEGIC WEALTH PARTNERS LTD 401K PLAN - Plan #002 31 / 22 $1,113,753 / $1,510,746
Benefit & Retirement Plans based on Form 5500.
PPP Loans

STRATEGIC WEALTH PARTNERS

5005 Rockside Rd Ste 1200, Independence, OH 44131-6829 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
01/23/2021 Approved$339,742 Forgiven$342,488 LenderThe Huntington National Bank Jobs20 01/23/2021 $339,742 $342,488 The Huntington National Bank 20
04/08/2020 Approved$334,690 Forgiven$337,780 LenderThe Huntington National Bank Jobs18 04/08/2020 $334,690 $337,780 The Huntington National Bank 18
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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