Wealth Management Services
Pennsylvania
Registered In
04/29/1991
Incorp. Date
Company Summary
Wealth Management Services at 270 Walker Dr PO Box 1318, State College, Pa 16801 lists National Retirement Plan Services Inc as the associate.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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National Retirement Plan Services Inc
Owner
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270 WALKER DR PO BOX 1318, STATE COLLEGE, PA 16801
View Map
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Financial Information for Wealth Management Services
Form 5500
WEALTH MANAGEMENT SERVICES
1404 E Chocolate Ave, Hershey, Pa 17033 (717) 533-3020 EIN:25-1833115 Plan Admin:Jeff Buchanan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTH MANAGEMENT SERVICES 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$307,112 / $506,934 | 2023 | WEALTH MANAGEMENT SERVICES 401(K) P/S PLAN - Plan #001 | 6 / 5 | $307,112 / $506,934 |
| 2022 | Plan NameWEALTH MANAGEMENT SERVICES 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$163,231 / $307,112 | 2022 | WEALTH MANAGEMENT SERVICES 401(K) P/S PLAN - Plan #001 | 6 / 6 | $163,231 / $307,112 |
| 2021 | Plan NameWEALTH MANAGEMENT SERVICES 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$0 / $163,231 | 2021 | WEALTH MANAGEMENT SERVICES 401(K) P/S PLAN - Plan #001 | 4 / 6 | $0 / $163,231 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH MANAGEMENT SERVICES INC.
1404 E Chocolate Ave, Hershey, Pa 17033-1118 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$114,300 Forgiven$115,116 LenderFirst National Bank of Pennsylvania Jobs5 | 04/10/2020 | $114,300 | $115,116 | First National Bank of Pennsylvania | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:270 Walker Dr Po Box 1318 State College, PA
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Related Business Names:
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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