Wealth Management Strategies, Inc.
Pennsylvania
Registered In
08/27/1991
Incorp. Date
Company Summary
Wealth Management Strategies, Inc. at 17 Brilliant Ave STE 302, Pittsburgh, Pa 15215 lists Herman L Kahn of Pittsburgh, PA as the associate.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Herman L Kahn
President
|
1 BRILLIANT AVE, PITTSBURGH, PA 15215
|
Map & Locations
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17 BRILLIANT AVE STE 302, PITTSBURGH, PA 15215
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 Wealth Management Strategies, Inc.
Form 5500
WEALTH MANAGEMENT STRATEGIES, INC.
17 Brilliant Ave. Suite 302, Pittsburgh, Pa 15215 (412) 781-7100 EIN:25-1665213 Plan Admin:H. L. Bud Kahn| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,425,790 / $1,667,572 | 2023 | WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN - Plan #001 | 7 / 6 | $1,425,790 / $1,667,572 |
| 2022 | Plan NameWEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,574,955 / $1,425,790 | 2022 | WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $1,574,955 / $1,425,790 |
| 2021 | Plan NameWEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,382,888 / $1,574,955 | 2021 | WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN - Plan #001 | 7 / 6 | $1,382,888 / $1,574,955 |
| 2020 | Plan NameWEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,117,480 / $1,382,888 | 2020 | WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT - Plan #001 | 6 / 7 | $1,117,480 / $1,382,888 |
| 2019 | Plan NameWEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$613,968 / $1,117,480 | 2019 | WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT - Plan #001 | 6 / 6 | $613,968 / $1,117,480 |
Benefit & Retirement Plans based on Form 5500.
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Address Match:17 Brilliant Ave Ste 302 Pittsburgh, PA
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Sources
The following government agencies have contributed data:
• Pennsylvania Department of State • U.S. Department of Labor
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