Core Wealth Management
Pennsylvania
Registered In
03/05/2012
Incorp. Date
Company Summary
Core Wealth Management at 2500 Brooktree Rd STE 203, Wexford, Pa 15090 lists Mr Financial Group, Inc. of Wexford, PA as the associate.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Mr Financial Group, Inc.
Owner
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2500 BROOKTREE RD STE 203, WEXFORD, PA 15090
|
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2500 BROOKTREE RD STE 203, WEXFORD, PA 15090
View Map
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Financial Information for Core Wealth Management
Form 5500
CORE WEALTH MANAGEMENT
6031 Wallace Road Ext Suite 110, Wexford, Pa 15090 (724) 371-8090 EIN:68-0544141 Plan Admin:Sean Ries| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCORE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,264,491 / $4,909,209 | 2023 | CORE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $4,264,491 / $4,909,209 |
| 2022 | Plan NameCORE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$5,192,999 / $4,264,491 | 2022 | CORE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $5,192,999 / $4,264,491 |
| 2021 | Plan NameCORE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$4,282,568 / $5,192,999 | 2021 | CORE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 4 | $4,282,568 / $5,192,999 |
| 2020 | Plan NameCORE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,336,291 / $4,282,568 | 2020 | CORE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $3,336,291 / $4,282,568 |
| 2019 | Plan NameCORE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,092,184 / $3,336,291 | 2019 | CORE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $3,092,184 / $3,336,291 |
Benefit & Retirement Plans based on Form 5500.
Address Match:2500 Brooktree Rd Wexford, PA
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The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor
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