Wealthpointe Financial LLC

Monroeville, PA

Pennsylvania

Registered In

02/17/2017

Incorp. Date

Company Summary

Wealthpointe Financial LLC in Monroeville, PA was registered on 02/17/2017. It is listed at 3824 Northern Pike STE 925, Monroeville, Pa 15146.

3824 NORTHERN PIKE STE 925, MONROEVILLE, PA 15146 View Map

Form 5500

2790 Mosside Boulevard, Suite 640, Monroeville, Pa 15146 (412) 372-3849 EIN:81-5285029 Plan Admin:Jeffrey D Lott

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$618,753 / $874,933	2023	WEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN - Plan #001	7 / 8	$618,753 / $874,933
2022	Plan NameWEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$553,737 / $618,753	2022	WEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN - Plan #001	5 / 5	$553,737 / $618,753
2021	Plan NameWEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$371,109 / $553,737	2021	WEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN - Plan #001	5 / 5	$371,109 / $553,737
2020	Plan NameWEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$224,747 / $371,109	2020	WEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN - Plan #001	4 / 5	$224,747 / $371,109
2019	Plan NameWEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$121,438 / $224,747	2019	WEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN - Plan #001	3 / 3	$121,438 / $224,747

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2790 Mosside Blvd, Monroeville, Pa 15146-2768

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$72,000 Forgiven$72,820 LenderPNC Bank, National Association Jobs5	04/28/2020	$72,000	$72,820	PNC Bank, National Association	5

PPP Loans based on Paycheck Protection Program.

Address Match:3824 Northern Pike Ste 925 Monroeville, 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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