Red Oak Wealth Management LLC

Wyomissing, PA

Pennsylvania

Registered In

09/11/2013

Incorp. Date

Company Summary

Red Oak Wealth Management LLC in Wyomissing, PA was registered on 09/11/2013. It is listed at 1200 Boradcasting Rd STE 203, Wyomissing, Pa 19610.

Registered In: Pennsylvania
Incorporation Date: 09/11/2013
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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1200 BORADCASTING RD STE 203, WYOMISSING, PA 19610 View Map

Financial Information for Red Oak Wealth Management LLC

Form 5500

RED OAK WEALTH MANAGEMENT LLC

1200 Broadcasting Rd., Wyomissing, Pa 19610 (484) 577-4751 EIN:46-3698218 Plan Admin:Alan M Fertel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameRED OAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0	2021	RED OAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	0 / 0	$0 / $0
2020	Plan NameRED OAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$27,043 / $0	2020	RED OAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 0	$27,043 / $0
2019	Plan NameRED OAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$21,836 / $27,043	2019	RED OAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$21,836 / $27,043

Benefit & Retirement Plans based on Form 5500.

PPP Loans

RED OAK WEALTH MANAGEMENT LLC

1200 Broadcasting Road Suite 203, Wyomissing, PA 19610 Industry:Office Administrative Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$18,500 Forgiven$18,623 LenderLive Oak Banking Company Jobs1	04/29/2020	$18,500	$18,623	Live Oak Banking Company	1

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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