Coactive Wealth Strategists, LLC
Pennsylvania
Registered In
12/13/2011
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Coactive Wealth Strategists, LLC in Reading, PA was registered on 12/13/2011. It is listed at 1042 Columbia Ave, Sinking Spring, Pa 19608.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Foreign Limited Liability Company
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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1042 COLUMBIA AVE, SINKING SPRING, PA 19608
(Mailing)
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Financial Information for Coactive Wealth Strategists, LLC
Form 5500
COACTIVE WEALTH STRATEGISTS, LLC
1042 Columbia Avenue, Sinking Spring, Pa 19608 (610) 921-0600 EIN:45-3909949 Plan Admin:Brad Small| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$232,941 / $277,799 | 2023 | COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $232,941 / $277,799 |
| 2022 | Plan NameCOACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$226,274 / $232,941 | 2022 | COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $226,274 / $232,941 |
| 2021 | Plan NameCOACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$143,646 / $226,274 | 2021 | COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $143,646 / $226,274 |
| 2020 | Plan NameCOACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$109,638 / $143,646 | 2020 | COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $109,638 / $143,646 |
| 2019 | Plan NameCOACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$378,043 / $109,638 | 2019 | COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $378,043 / $109,638 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COACTIVE WEALTH STRATEGISTS, LLC
3013 A Kutztown Rd., READING, PA 19605-2617 Industry:Other Financial Vehicles| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$34,044 Forgiven$34,377 LenderCustomers Bank Jobs3 | 04/10/2020 | $34,044 | $34,377 | Customers Bank | 3 |
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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