Forge Wealth Management LLC

Pennsylvania
Registered In
03/27/2015
Incorp. Date

Company Summary

Forge Wealth Management LLC in Pennsylvania was registered on 03/27/2015. It is listed at CT Corporation System.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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Financial Information for Forge Wealth Management LLC

Form 5500

FORGE WEALTH MANAGEMENT, LLC

1 Country View Road Suite 203, Malvern, Pa 19355 (484) 588-5432 EIN:47-4330852 Plan Admin:Regina Mccann Hess
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFORGE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$259,837 / $235,352 2022 FORGE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 4 / 4 $259,837 / $235,352
2021 Plan NameFORGE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$191,784 / $259,837 2021 FORGE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 4 / 4 $191,784 / $259,837
2020 Plan NameFORGE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$131,643 / $191,784 2020 FORGE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 4 / 4 $131,643 / $191,784
2019 Plan NameFORGE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$87,313 / $131,643 2019 FORGE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 3 / 4 $87,313 / $131,643
Benefit & Retirement Plans based on Form 5500.

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor
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