Wealth Management Solutions LLC
Pennsylvania
Registered In
08/06/2015
Incorp. Date
Company Summary
Wealth Management Solutions LLC in Exton, PA was registered on 08/06/2015. It is listed at 300 N Pottstown Pike STE 240, Exton, Pa 19341.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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300 N POTTSTOWN PIKE STE 240, EXTON, PA 19341
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Financial Information for Wealth Management Solutions LLC
Form 5500
WEALTH MANAGEMENT SOLUTIONS, LLC
300 N. Pottstown Pike, Suite 240, Exton, Pa 19341 (610) 524-7031 EIN:47-5166713 Plan Admin:Martin L. Hopkins| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTH MANAGEMENT SOLUTIONS, LLC INCENTIVE SAVINGS PLAN Plan #003 Participants BOY/EOY4 / 5 Assets BOY/EOY$436,504 / $636,281 | 2022 | WEALTH MANAGEMENT SOLUTIONS, LLC INCENTIVE SAVINGS PLAN - Plan #003 | 4 / 5 | $436,504 / $636,281 |
| 2022 | Plan NameWEALTH MANAGEMENT SOLUTIONS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$92,500 / $186,880 | 2022 | WEALTH MANAGEMENT SOLUTIONS, LLC CASH BALANCE PLAN - Plan #002 | 3 / 3 | $92,500 / $186,880 |
| 2021 | Plan NameWEALTH MANAGEMENT SOLUTIONS, LLC INCENTIVE SAVINGS PLAN Plan #003 Participants BOY/EOY3 / 4 Assets BOY/EOY$60,081 / $436,504 | 2021 | WEALTH MANAGEMENT SOLUTIONS, LLC INCENTIVE SAVINGS PLAN - Plan #003 | 3 / 4 | $60,081 / $436,504 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH MANAGEMENT SOLUTIONS LLC
300 N Pottstown Pike, Exton, PA 19341-2215 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$35,590 Forgiven$35,885 LenderPathward National Association Jobs4 | 04/27/2020 | $35,590 | $35,885 | Pathward National Association | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:300 N Pottstown Pike Ste 240 Exton, PA
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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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