Capital Wealth Investments
Pennsylvania
Registered In
12/07/2017
Incorp. Date
Company Summary
Capital Wealth Investments at 464 Main St, Harleysville, Pa 19438 lists Bernardo Welth Planning, Llc of Harleysville, PA as the associate.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Bernardo Welth Planning, Llc
Owner
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464 MAIN ST, HARLEYSVILLE, PA 19438
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464 MAIN ST, HARLEYSVILLE, PA 19438
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Financial Information for Capital Wealth Investments
Form 5500
CAPITAL WEALTH INVESTMENTS, INC.
132 Adams Avenue, Scranton, Pa 18503 (570) 543-5255 EIN:82-1678373 Plan Admin:Tracy Zullo| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCAPITAL WEALTH INVESTMENTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$413,131 / $765,990 | 2022 | CAPITAL WEALTH INVESTMENTS CASH BALANCE PLAN - Plan #002 | 2 / 2 | $413,131 / $765,990 |
| 2022 | Plan NameCAPITAL WEALTH INVESTMENTS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$109,494 / $136,388 | 2022 | CAPITAL WEALTH INVESTMENTS 401(K) PLAN - Plan #001 | 2 / 2 | $109,494 / $136,388 |
| 2021 | Plan NameCAPITAL WEALTH INVESTMENTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$195,000 / $413,131 | 2021 | CAPITAL WEALTH INVESTMENTS CASH BALANCE PLAN - Plan #002 | 2 / 2 | $195,000 / $413,131 |
| 2021 | Plan NameCAPITAL WEALTH INVESTMENTS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $109,494 | 2021 | CAPITAL WEALTH INVESTMENTS 401(K) PLAN - Plan #001 | 2 / 2 | $0 / $109,494 |
| 2020 | Plan NameCAPITAL WEALTH INVESTMENTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $195,000 | 2020 | CAPITAL WEALTH INVESTMENTS CASH BALANCE PLAN - Plan #002 | 2 / 2 | $0 / $195,000 |
Benefit & Retirement Plans based on Form 5500.
Address Match:464 Main St Harleysville, PA
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Registered in Pennsylvania
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Related Business Names:
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor
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