Edelman Wealth Management Group
Pennsylvania
Registered In
04/27/2000
Incorp. Date
Company Summary
Edelman Wealth Management Group at 125 Pheasant Run STE 107, Newtown, Pa 18940 lists Scott D Edelman as the associate.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Scott D Edelman
Owner
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125 PHEASANT RUN STE 107, NEWTOWN, PA 18940
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Financial Information for Edelman Wealth Management Group
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.
Address Match:125 Pheasant Run Ste 107 Newtown, PA
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Edelman & Associates
Registered in Pennsylvania
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Newtown, PA | View Report |
Related Business Names:
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Edelman Wealth Management Group, Inc.
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|
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Address Match:125 Pheasant Run Newtown, PA
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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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