Wealth Management Strategies, Inc.
Pennsylvania
Pennsylvania
Registered In
05/09/2003
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction
Company Summary
Wealth Management Strategies, Inc. at National Registered Agents, Inc. lists Robert S Gutherman and Catherine Gutherman of Sands Point, NY as the associates.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New York
- Company Type
- Foreign Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Robert S Gutherman
President
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17 CEDAR LN, SANDS POINT, NY 11050
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Catherine Gutherman
Vice President
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17 CEDAR LN, SANDS POINT, NY 11050
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National Registered Agents, Inc.
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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.
PPP Loans
WEALTH MANAGEMENT STRATEGIES, INC.
17 Cedar Lane, Sands Point, NY 11050| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$41,667 Forgiven$42,022 LenderSignature Bank Jobs2 | 04/29/2020 | $41,667 | $42,022 | Signature Bank | 2 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Person/City Match:Robert S Gutherman - Sands Point, NY
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Loxco, Inc.
Registered in Rhode Island
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North Providence, RI | View Report |
Person/City Match:Catherine Gutherman - Sands Point, NY
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Wealth Management Strategy, Inc.
Registered in North Carolina
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Raleigh, NC Sands Point, NY | View Report |
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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