Edelman Wealth Management Group, Inc.
Pennsylvania
Registered In
12/07/2005
Incorp. Date
Company Summary
Edelman Wealth Management Group, Inc. at 1000 Floral Vale Blvd STE 150, Yardley, Pa 19067 lists Scott D Edelman of Yardley, PA as the associate.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Scott D Edelman
President
|
777 TOWNSHIP LINE RD, YARDLEY, PA 19067
|
Map & Locations
|
1000 FLORAL VALE BLVD STE 150, YARDLEY, PA 19067
View Map
|
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Edelman Wealth Management Group, Inc.
Form 5500
EDELMAN WEALTH MANAGEMENT GROUP INC.
1790 Yardley-langhorne Rd Suite 202, Yardley, Pa 19067 (215) 579-5601 EIN:20-3867828 Plan Admin:Michelle Dorfman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameEWMG RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,291,003 / $1,666,735 | 2023 | EWMG RETIREMENT PLAN - Plan #001 | 8 / 8 | $1,291,003 / $1,666,735 |
| 2022 | Plan NameEWMG RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,320,857 / $1,291,003 | 2022 | EWMG RETIREMENT PLAN - Plan #001 | 9 / 9 | $1,320,857 / $1,291,003 |
| 2021 | Plan NameEWMG RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,017,046 / $1,320,857 | 2021 | EWMG RETIREMENT PLAN - Plan #001 | 10 / 9 | $1,017,046 / $1,320,857 |
| 2020 | Plan NameEWMG RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$770,236 / $1,017,046 | 2020 | EWMG RETIREMENT PLAN - Plan #001 | 8 / 9 | $770,236 / $1,017,046 |
| 2019 | Plan NameEWMG RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$537,969 / $770,236 | 2019 | EWMG RETIREMENT PLAN - Plan #001 | 8 / 8 | $537,969 / $770,236 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
EDELMAN WEALTH MANAGEMENT GROUP INC.
1790 Yardley Langhorne Rd. Suite 202, Yardley, PA 19067-5523| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$121,300 Forgiven$122,513 LenderMid Penn Bank Jobs6 | 04/05/2020 | $121,300 | $122,513 | Mid Penn Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Pennsylvania Department of State • U.S. Department of Labor • U.S. Small Business Administration
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