Wealth Strategies, Inc.
Texas
Registered In
11/14/1995
Incorp. Date
Company Summary
Wealth Strategies, Inc. at 1200 W Slaughter Lane B, Austin, Tx 78748 lists Becky Walker of Austin, TX as the associate.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic For-Profit Corporation
- Status
- In Existence
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Becky L Walker
Registered Agent
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1200 W SLAUGHTER LN STE B, AUSTIN, TX 78748
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Becky Walker
President
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1200 W SLAUGHTER B, AUSTIN, TX 78748
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1200 W SLAUGHTER LANE B, AUSTIN, TX 78748
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Wealth Strategies
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Austin, TX |
Financial Information for Wealth Strategies, Inc.
Form 5500
WEALTH STRATEGIES, INC.
142 Cimarron Park Loop, Suite F, Buda, Tx 78610 (512) 608-6621 EIN:74-2764462 Plan Admin:Becky Walker| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,114,813 / $954,654 | 2023 | WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $1,114,813 / $954,654 |
| 2022 | Plan NameWEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,181,342 / $1,114,813 | 2022 | WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $1,181,342 / $1,114,813 |
| 2021 | Plan NameWEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$954,595 / $1,181,342 | 2021 | WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $954,595 / $1,181,342 |
| 2020 | Plan NameWEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$866,245 / $954,595 | 2020 | WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $866,245 / $954,595 |
| 2019 | Plan NameWEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$647,501 / $866,245 | 2019 | WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $647,501 / $866,245 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH STRATEGIES INC
1200 W Slaughter Lane Suite B, AUSTIN, TX 78748-1684 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$74,900 Forgiven$75,589 LenderProsperity Bank Jobs8 | 04/28/2020 | $74,900 | $75,589 | Prosperity Bank | 8 |
PPP Loans based on Paycheck Protection Program.
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Address Match:1200 W Slaughter Lane B Austin, TX
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|
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Person/City Match:Becky Walker - Austin, TX
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The following government agencies have contributed data:
Texas Comptroller of Public Accounts U.S. Department of Labor U.S. Small Business Administration
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