Aptus Wealth Planning
Pennsylvania
Registered In
12/20/2012
Incorp. Date
Company Summary
Aptus Wealth Planning at 1 Bigelow Sq FL 20th, Pittsburgh, Pa 15219 lists Thomas S. Brown and Neal A. Mcgrath of Floor Pittsburgh, PA as the associates.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Thomas S. Brown
Owner
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20 TH, FLOOR PITTSBURGH, PA 15219
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Neal A. Mcgrath
Owner
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20 TH, FLOOR PITTSBURGH, PA 15219
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1 BIGELOW SQ FL 20TH, PITTSBURGH, PA 15219
View Map
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Financial Information for Aptus Wealth Planning
Form 5500
APTUS WEALTH PLANNING, LLC
409 Broad Street Suite 130, Sewickley, Pa 15143 (412) 324-2044 EIN:84-3638874 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameAPTUS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$159,870 / $206,105 | 2022 | APTUS WEALTH PLANNING 401(K) PLAN - Plan #001 | 2 / 2 | $159,870 / $206,105 |
| 2021 | Plan NameAPTUS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$73,000 / $159,870 | 2021 | APTUS WEALTH PLANNING 401(K) PLAN - Plan #001 | 2 / 2 | $73,000 / $159,870 |
| 2020 | Plan NameAPTUS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $73,000 | 2020 | APTUS WEALTH PLANNING 401(K) PLAN - Plan #001 | 2 / 2 | $0 / $73,000 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
APTUS WEALTH PLANNING LLC
409 Broad St Ste 130, Sewickley, PA 15143-1557 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/12/2021 | Approved$38,656 Forgiven$39,012 LenderS & T Bank Jobs2 | 02/12/2021 | $38,656 | $39,012 | S & T Bank | 2 |
| 04/15/2020 | Approved$39,329 Forgiven$39,640 LenderS & T Bank Jobs2 | 04/15/2020 | $39,329 | $39,640 | S & T Bank | 2 |
PPP Loans based on Paycheck Protection Program.
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Aptus Wealth Planning LLC
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|
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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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