Van Reed Wealth Management, LLC
Pennsylvania
Registered In
12/28/2006
Incorp. Date
Company Summary
Van Reed Wealth Management, LLC in Sinking Spring, PA was registered on 12/28/2006. It is listed at 366 Martins Road PO Box 2175, Sinking Spring, Pa 19608.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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366 MARTINS ROAD PO BOX 2175, SINKING SPRING, PA 19608
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Financial Information for Van Reed Wealth Management, LLC
Form 5500
VAN REED WEALTH MANAGEMENT, LLC
1122 Penn Avenue, Wyomissing, Pa 19610 (610) 376-6334 EIN:20-8086833 Plan Admin:Elizabeth Gallen Mastromarino| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameVAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$205,101 / $296,181 | 2023 | VAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $205,101 / $296,181 |
| 2022 | Plan NameVAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$142,946 / $205,101 | 2022 | VAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 3 | $142,946 / $205,101 |
| 2021 | Plan NameVAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$57,832 / $142,946 | 2021 | VAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $57,832 / $142,946 |
| 2020 | Plan NameVAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 2 Assets BOY/EOY$0 / $57,832 | 2020 | VAN REED WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 6 / 2 | $0 / $57,832 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VAN REED WEALTH MANAGEMENT LLC
2950 Van Reed Road, READING, PA 19608| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$36,938 Forgiven$37,278 LenderCustomers Bank Jobs4 | 04/28/2020 | $36,938 | $37,278 | Customers Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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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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