Private Wealth Management, Inc.
Tennessee
Registered In
04/25/2002
Incorp. Date
Company Summary
Private Wealth Management, Inc. in Memphis, TN was registered on 04/25/2002. It is listed at 8721 Winchester Rd STE 1400 Joseph P Horner, Memphis, Tn 38125.
- Registered In
- Tennessee
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- For-Profit Corporation
- Status
- Active
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The Bailey Law Firm, A Professional Corporation
Registered Agent
|
5100 WHEELIS DR STE 215, MEMPHIS, TN 38117
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8721 WINCHESTER RD STE 1400 JOSEPH P HORNER, MEMPHIS, TN 38125
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Financial Information for Private Wealth Management, Inc.
Form 5500
PRIVATE WEALTH MANAGEMENT INC
3725 Champion Hills Dr STE 1400, Memphis, Tn 38125 (901) 322-4213 EIN:02-0591006 Plan Admin:Joseph P Horner| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,321,125 / $1,679,058 | 2023 | PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 | 7 / 7 | $1,321,125 / $1,679,058 |
| 2022 | Plan NamePRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,373,114 / $1,321,125 | 2022 | PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 | 7 / 7 | $1,373,114 / $1,321,125 |
| 2021 | Plan NamePRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,082,438 / $1,373,114 | 2021 | PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 | 6 / 7 | $1,082,438 / $1,373,114 |
| 2020 | Plan NamePRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$840,530 / $1,082,438 | 2020 | PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 | 7 / 6 | $840,530 / $1,082,438 |
| 2019 | Plan NamePRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$583,048 / $840,530 | 2019 | PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 | 6 / 6 | $583,048 / $840,530 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PRIVATE WEALTH MANAGEMENT INC
3725 Champion Hills Dr, Memphis, Tn 38125-0500 Industry:Miscellaneous Intermediation| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$126,700 Forgiven$127,752 LenderParagon Bank Jobs6 | 04/06/2020 | $126,700 | $127,752 | Paragon Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
The following government agencies have contributed data:
Tennessee Secretary of State U.S. Department of Labor U.S. Small Business Administration
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