Lwealth, LLC
Texas
Registered In
10/29/2009
Incorp. Date
Company Summary
Lwealth, LLC at 6308 Club Lake Ct, Dallas, Tx 75214 lists Trey K. Taylor and Christopher A. Leap of Dallas, TX as the associates.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- In Existence
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Christopher A Leap
Registered Agent
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8064 GREENVILLE AVE STE A-101, DALLAS, TX 75243
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Trey K. Taylor
Member
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102 S WINNETKA, DALLAS, TX 75208
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Christopher A. Leap
Member
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6308 CLUB LAKE CT, DALLAS, TX 75214
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6308 CLUB LAKE CT, DALLAS, TX 75214
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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Leap Wealth Management
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Dallas, TX |
Financial Information for Lwealth, LLC
Form 5500
LWEALTH, LLC
8604 Greenville Avenue Suite A 101, Dallas, Tx 75243 (214) 420-7441 EIN:27-1323398 Plan Admin:Chris Leap| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEAP WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$634,015 / $431,842 | 2022 | LEAP WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 6 | $634,015 / $431,842 |
| 2021 | Plan NameLEAP WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$597,537 / $634,015 | 2021 | LEAP WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 6 | $597,537 / $634,015 |
| 2020 | Plan NameLEAP WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$491,442 / $597,537 | 2020 | LEAP WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 5 | $491,442 / $597,537 |
| 2019 | Plan NameLEAP WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$321,357 / $491,442 | 2019 | LEAP WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 6 | $321,357 / $491,442 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LWEALTH LLC
8604 Greenville Ave Ste A-101, DALLAS, TX 75243 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$82,434 Forgiven$82,979 LenderJPMorgan Chase Bank, National Association Jobs5 | 04/10/2020 | $82,434 | $82,979 | JPMorgan Chase Bank, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Street Match:Club Lake Ct Dallas, TX
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City Match:Dallas, TX
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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