Sfg Wealth Planning Services, Inc.
Pennsylvania
Registered In
02/01/1994
Incorp. Date
Company Summary
Sfg Wealth Planning Services, Inc. at 3655 Route 202 STE 140, Doylestown, Pa 18901 lists Charles F Steege and Patricia D Kreschollek as associates.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Charles F Steege
President
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GEORGETOWN CROSSING DOYLESTOWN PA 18901
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Patricia D Kreschollek
Secretary
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GEORGETOWN CROSSING DOYLESTOWN PA 18901
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Susan M Steege
Treasurer
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GEORGETOWN CROSSING DOYLESTOWN PA 18901
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3655 ROUTE 202 STE 140, DOYLESTOWN, PA 18901
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Financial Information for Sfg Wealth Planning Services, Inc.
Form 5500
SFG WEALTH PLANNING SERVICES, INC.
3655 Us Route 202 Suite 140, Doylestown, Pa 18902 (215) 345-5601 EIN:23-2749222 Plan Admin:Charles Steege| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 0 Assets BOY/EOY$357,902 / $0 | 2022 | SFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN - Plan #001 | 10 / 0 | $357,902 / $0 |
| 2021 | Plan NameSFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$289,712 / $357,902 | 2021 | SFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN - Plan #001 | 9 / 10 | $289,712 / $357,902 |
| 2020 | Plan NameSFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$182,501 / $289,712 | 2020 | SFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN - Plan #001 | 7 / 9 | $182,501 / $289,712 |
| 2019 | Plan NameSFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$98,678 / $182,501 | 2019 | SFG WEALTH PLANNING SERVICES, INC. 401(K) PLAN - Plan #001 | 4 / 6 | $98,678 / $182,501 |
Benefit & Retirement Plans based on Form 5500.
Address Match:3655 Route 202 Ste 140 Doylestown, PA
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The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor
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