Hfg Wealth Management, LLC

Company Summary

Hfg Wealth Management, LLC at 1790 Hughes Landing Blvd STE 350, The Woodlands, Tx 77380 lists Larry Harvey of The Woodlands, TX as the associate.

Registered In
Texas
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
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Lance P. Bradley Registered Agent
3120 CENTRAL MALL DR, PORT ARTHUR, TX 77642
Larry Harvey Managing Member
9400 GROGAN'S MILL RD STE 340, THE WOODLANDS, TX 77380
1790 HUGHES LANDING BLVD STE 350, THE WOODLANDS, TX 77380 View Map

Financial Information for Hfg Wealth Management, LLC

Form 5500

HFG WEALTH MANAGEMENT, LLC

1790 Hughes Landing Blvd. Suite 350, The Woodlands, Tx 77380 (832) 585-0110 EIN:27-0508023 Plan Admin:Larry Harvey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameHFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,374,576 / $1,402,691 2022 HFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 10 / 12 $1,374,576 / $1,402,691
2022 Plan NameHFG WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$475,857 / $603,539 2022 HFG WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 6 / 7 $475,857 / $603,539
2021 Plan NameHFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 10 Assets BOY/EOY$975,760 / $1,374,576 2021 HFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 14 / 10 $975,760 / $1,374,576
2021 Plan NameHFG WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 6 Assets BOY/EOY$236,965 / $475,857 2021 HFG WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 9 / 6 $236,965 / $475,857
2020 Plan NameHFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$689,139 / $975,760 2020 HFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 12 / 14 $689,139 / $975,760
2019 Plan NameHFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 12 Assets BOY/EOY$499,805 / $689,139 2019 HFG WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 9 / 12 $499,805 / $689,139
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HFG WEALTH MANAGEMENT LLC

1790 Hughes Landing Blvd Suite 350, SPRING, TX 77380
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$221,700 Forgiven$223,820 LenderZions Bank, A Division of Jobs16 04/30/2020 $221,700 $223,820 Zions Bank, A Division of 16
PPP Loans based on Paycheck Protection Program.
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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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