Stoneburner Wealth Management, LLC

Ohio
Registered In
09/03/2009
Incorp. Date

Company Summary

Stoneburner Wealth Management, LLC in Ohio lists Brian C Close as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
A
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Dinsmore Agent Co Registered Agent
191 W NATIONWIDE BLVD STE 300, COLUMBUS, OH 43215
Brian C Close

Financial Information for Stoneburner Wealth Management, LLC

Form 5500

STONEBURNER WEALTH MANAGEMENT, LLC

5131 Post Rd STE 340, Dublin, Oh 43017 (614) 793-9900 EIN:27-0863721 Plan Admin:Mark Stoneburner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSTONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$291,663 / $449,982 2023 STONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 5 / 5 $291,663 / $449,982
2022 Plan NameSTONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$248,244 / $291,663 2022 STONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 6 / 5 $248,244 / $291,663
2021 Plan NameSTONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$114,722 / $248,244 2021 STONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 5 / 6 $114,722 / $248,244
2020 Plan NameSTONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $114,722 2020 STONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 5 / 5 $0 / $114,722
Benefit & Retirement Plans based on Form 5500.
Person City Match:Columbus, OH
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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor
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