Brumbaugh Wealth Management

Exton, PA

Pennsylvania

Registered In

02/11/2013

Incorp. Date

Company Summary

Brumbaugh Wealth Management at 760 Constitution Dr STE 100, Exton, Pa 19341 lists Kimberly Brumbaugh of Honey Brook, PA as the associate.

Kimberly Brumbaugh Owner

29 WINDSWEPT LN, HONEY BROOK, PA 19344

760 CONSTITUTION DR STE 100, EXTON, PA 19341 View Map

Form 5500

415 Eagleview Blvd, Suite 110, Exton, Pa 19341 (610) 458-2495 EIN:47-2813541 Plan Admin:Kimberly Brumbaugh

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$546,410 / $271,741	2023	BRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	9 / 7	$546,410 / $271,741
2022	Plan NameBRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$594,841 / $546,410	2022	BRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	6 / 7	$594,841 / $546,410
2021	Plan NameBRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$463,938 / $594,841	2021	BRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	5 / 6	$463,938 / $594,841
2020	Plan NameBRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$362,805 / $463,938	2020	BRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	5 / 6	$362,805 / $463,938
2019	Plan NameBRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$272,685 / $362,805	2019	BRUMBAUGH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 5	$272,685 / $362,805

Benefit & Retirement Plans based on Form 5500.

PPP Loans

415 Eagleview Boulevard, Exton, PA 19341-1117

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$100,700 Forgiven$101,606 LenderMid Penn Bank Jobs3	04/13/2020	$100,700	$101,606	Mid Penn Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Brumbaugh Wealth Management, LLC Registered in Pennsylvania	Exton, PA		View Report

Address Match:760 Constitution Dr Ste 100 Exton, PA

Brumbaugh Benefits Group, LLC Registered in Pennsylvania	Exton, PA	View Report
My Internship Gopher, LLC Registered in Pennsylvania	Exton, PA	View Report
Valley Financial, LLC Registered in Pennsylvania	Exton, PA	View Report

Address Match:760 Constitution Dr Exton, PA

B. C & O Alliance, Inc. Registered in Pennsylvania	Downingtown, PA Exton, PA	View Report
Bhw Enterprises, LLC Registered in Pennsylvania	Exton, PA	View Report
Chester Springs Wealth Management Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. Registered in Pennsylvania	Exton, PA Glenmoore, PA	View Report
G.J. Farrell & Co. Inc. Registered in Pennsylvania	Exton, PA Gap, PA	View Report
Ivg Composites, Inc. Registered in Pennsylvania	Exton, PA Malvern, PA	View Report
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Tw Metals, Inc. Registered in Massachusetts	Exton, PA	View Report
Tw Metals, Inc. Registered in Alabama	Exton, PA Montgomery, AL	View Report
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Tubesales Registered in Texas	Exton, PA Los Angeles, CA	View Report
Syandus, Inc. Registered in Connecticut	Exton, PA Hartford, CT	View Report
Tw Metals, Inc. Registered in North Carolina	Birmingham, AL Exton, PA	View Report
Tw Metals, Inc. Registered in Connecticut	Exton, PA Sewell, NJ	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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