Wealth Dimensions Group, LTD.
Ohio
Registered In
12/12/1997
Incorp. Date
Company Summary
Wealth Dimensions Group, LTD. at 10641 Techwoods Cir # 104, Cincinnati, Oh 45242 lists Thomas A Curti and Douglas P Loftus as the associates.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- A
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Thomas A. Curti
Registered Agent
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11300 CORNELL PARK DR STE 300, CINCINNATI, OH 45242
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Thomas A Curti
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Douglas P Loftus
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10641 TECHWOODS CIR # 104, CINCINNATI, OH 45242
View Map
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Financial Information for Wealth Dimensions Group, LTD.
Form 5500
WEALTH DIMENSIONS GROUP, LTD
7870 East Kemper Road - Suite 330, Cincinnati, Oh 45249 (513) 554-6000 EIN:31-1579140 Plan Admin:Jeremy J. Schira| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTH DIMENSIONS GROUP, LTD. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY13 / 15 Assets BOY/EOY$4,560,878 / $4,981,373 | 2022 | WEALTH DIMENSIONS GROUP, LTD. DEFINED BENEFIT PLAN - Plan #003 | 13 / 15 | $4,560,878 / $4,981,373 |
| 2022 | Plan NameWEALTH DIMENSIONS GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$3,917,202 / $3,938,261 | 2022 | WEALTH DIMENSIONS GROUP, LTD. PROFIT SHARING PLAN - Plan #001 | 15 / 18 | $3,917,202 / $3,938,261 |
| 2021 | Plan NameWEALTH DIMENSIONS GROUP, LTD. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,699,440 / $4,560,878 | 2021 | WEALTH DIMENSIONS GROUP, LTD. DEFINED BENEFIT PLAN - Plan #003 | 11 / 11 | $3,699,440 / $4,560,878 |
| 2021 | Plan NameWEALTH DIMENSIONS GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$3,602,675 / $3,917,202 | 2021 | WEALTH DIMENSIONS GROUP, LTD. PROFIT SHARING PLAN - Plan #001 | 14 / 16 | $3,602,675 / $3,917,202 |
| 2020 | Plan NameWEALTH DIMENSIONS GROUP, LTD. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,102,673 / $3,699,440 | 2020 | WEALTH DIMENSIONS GROUP, LTD. DEFINED BENEFIT PLAN - Plan #003 | 10 / 10 | $3,102,673 / $3,699,440 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH DIMENSIONS GROUP LTD
7870 E Kemper Rd, Cincinnati, Oh 45249-1365| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$369,700 Forgiven$373,849 LenderRepublic Bank & Trust Company Jobs15 | 04/06/2020 | $369,700 | $373,849 | Republic Bank & Trust Company | 15 |
PPP Loans based on Paycheck Protection Program.
Address Match:10641 Techwoods Cir Cincinnati, OH
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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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