Lifetime Wealth Management, P.C.
Texas
Registered In
09/04/2007
Incorp. Date
Company Summary
Lifetime Wealth Management, P.C. at 3021 Ridge Rd # A284, Rockwall, Tx 75032 lists Jason Potts of Rockwall, TX as the associate.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Professional Corporation
- Status
- In Existence
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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The Olson Law Firm, Pllc
Registered Agent
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560 E I-30, ROCKWALL, TX 75087
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Jason Potts
President
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3021 RIDGE RD A289, ROCKWALL, TX 75032
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3021 RIDGE RD # A284, ROCKWALL, TX 75032
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Financial Information for Lifetime Wealth Management, P.C.
Form 5500
LIFETIME WEALTH MANAGEMENT, P.C.
3021 Ridge Rd # A284, Rockwall, Tx 75032 (972) 771-0650 EIN:26-1334716 Plan Admin:Jason Potts| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$405,210 / $255,529 | 2022 | LIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN - Plan #001 | 13 / 16 | $405,210 / $255,529 |
| 2021 | Plan NameLIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$248,554 / $405,210 | 2021 | LIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN - Plan #001 | 14 / 13 | $248,554 / $405,210 |
| 2020 | Plan NameLIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$179,070 / $248,554 | 2020 | LIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN - Plan #001 | 11 / 14 | $179,070 / $248,554 |
| 2019 | Plan NameLIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$177,903 / $179,070 | 2019 | LIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN - Plan #001 | 12 / 11 | $177,903 / $179,070 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIFETIME WEALTH MANAGEMENT, P.C.
1160 Horizon Rd, Rockwall, Tx 75032-5498 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$81,500 Forgiven$82,349 LenderIndependent Bank Jobs6 | 04/07/2020 | $81,500 | $82,349 | Independent Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Address Match:3021 Ridge Rd # A284 Rockwall, TX
Address Match:3021 Ridge Rd Rockwall, 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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