True North Wealth Partners, LLC

Ohio
Registered In
09/27/2018
Incorp. Date

Company Summary

True North Wealth Partners, LLC in Ohio lists Russell W. Kessler as the associate.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
A
Registration Type
Domestic
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People

Russell W. Kessler Registered Agent
7650 RIVERS EDGE DR, COLUMBUS, OH 43235
Russell W. Kessler

Financials

Financial Information for True North Wealth Partners, LLC

Form 5500

TRUE NORTH WEALTH PARTNERS LLC

5080 Tuttle Crossing Blvd, Dublin, Oh 43016 (614) 595-1183 EIN:83-2050405 Plan Admin:Eric Susi
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$38,785 / $48,275 2022 TRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $38,785 / $48,275
2021 Plan NameTRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$15,811 / $38,785 2021 TRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $15,811 / $38,785
2020 Plan NameTRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $15,811 2020 TRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $0 / $15,811
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TRUE NORTH WEALTH PARTNERS, LLC

5080 Tuttle Crossing Blvd, Dublin, Oh 43016-1534
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$24,000 Forgiven$24,215 LenderKeyBank National Association Jobs1 04/08/2020 $24,000 $24,215 KeyBank National Association 1
PPP Loans based on Paycheck Protection Program.

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Sources

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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