Prudent Wealth Management, Inc.

Feasterville, PA

Pennsylvania

Registered In

10/29/2001

Incorp. Date

Company Summary

Prudent Wealth Management, Inc. in Feasterville, PA was registered on 10/29/2001. It is listed at 301 York Rd STE 200, Warminster, Pa 18974.

Registered In

Pennsylvania

Incorporation Date

10/29/2001

Company Type

Domestic Business Corporation

Status

Active

Registration Type

Domestic

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301 YORK RD STE 200, WARMINSTER, PA 18974 View Map

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Form 5500

301 York Road - Suite 200, Warminster, Pa 18974 (215) 942-8640 EIN:23-3098070 Plan Admin:Scott Holstein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2023	PRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2022	Plan NamePRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2022	PRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2021	Plan NamePRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2021	PRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2020	Plan NamePRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2020	PRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2019	Plan NamePRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$0 / $0	2019	PRUDENT WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	2 / 1	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

301 York Road STE 200, Warminster, Pa 18974-4543

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$30,499 Forgiven$30,765 LenderQuaint Oak Bank Jobs2	04/15/2020	$30,499	$30,765	Quaint Oak Bank	2

PPP Loans based on Paycheck Protection Program.

Address Match:301 York Rd Warminster, PA

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• Pennsylvania Department of State • U.S. Department of Labor • U.S. Small Business Administration