Prudent Wealth Management, Inc.
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
- 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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301 YORK RD STE 200, WARMINSTER, PA 18974
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Financial Information for Prudent Wealth Management, Inc.
Form 5500
PRUDENT WEALTH MANAGEMENT, INC.
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
PRUDENT WEALTH MANAGEMENT INC
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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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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