Invictus Wealth Management, LLC
Pennsylvania
Registered In
10/16/2018
Incorp. Date
Company Summary
Invictus Wealth Management, LLC in Doylestown, PA was registered on 10/16/2018. It is listed at 204 2005 S Easton Rd, Doylestown, Pa 18901.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
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Map & Locations
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204 2005 S EASTON RD, DOYLESTOWN, PA 18901
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|
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Invictus Wealth Management, LLC
Form 5500
INVICTUS WEALTH MANAGEMENT LLC
2005 S. Easton Road, Suite 204, Doylestown, Pa 18901 (267) 507-9787 EIN:83-2220374 Plan Admin:Daniel Casino| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$623,557 / $934,490 | 2023 | INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 7 / 8 | $623,557 / $934,490 |
| 2022 | Plan NameINVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$449,761 / $623,557 | 2022 | INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 6 / 7 | $449,761 / $623,557 |
| 2022 | Plan NameINVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$386,354 / $434,860 | 2022 | INVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002 | 2 / 3 | $386,354 / $434,860 |
| 2021 | Plan NameINVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$236,927 / $449,761 | 2021 | INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 7 / 6 | $236,927 / $449,761 |
| 2021 | Plan NameINVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$240,077 / $386,354 | 2021 | INVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002 | 2 / 2 | $240,077 / $386,354 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
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Invictus Wealth Management, LLC
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Sources
The following government agencies have contributed data:
• Pennsylvania Department of State • U.S. Department of Labor
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