East Texas Wealth Planning Advisors, Inc.

Texas
Registered In
10/14/2010
Incorp. Date

Company Summary

East Texas Wealth Planning Advisors, Inc. at 6725 Highlands Ct, Tyler, Tx 75703 lists Kathryn C Diduch of Tyler, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
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People

Kathryn C. Diduch Registered Agent
6725 HIGHLANDS CT, TYLER, TX 75703
Kathryn C Diduch Director
6725 HIGHLANDS CT, TYLER, TX 75703

Map & Locations

6725 HIGHLANDS CT, TYLER, TX 75703 View Map

Alias/DBA

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).

Wealth Planning Advisors
Tyler, TX

Financials

Financial Information for East Texas Wealth Planning Advisors, Inc.

Form 5500

EAST TEXAS WEALTH PLANNING ADVISORS, INC.

6725 Highlands Ct., Tyler, Tx 75073 (903) 418-1972 EIN:27-3846973 Plan Admin:Kyle Grimmer
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$559,814 / $702,106 2023 EAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN - Plan #001 3 / 3 $559,814 / $702,106
2022 Plan NameEAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$626,773 / $559,814 2022 EAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN - Plan #001 3 / 3 $626,773 / $559,814
2021 Plan NameEAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$42,524 / $626,773 2021 EAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN - Plan #001 3 / 3 $42,524 / $626,773
2020 Plan NameEAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $42,524 2020 EAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN - Plan #001 2 / 3 $0 / $42,524
Benefit & Retirement Plans based on Form 5500.
PPP Loans

EAST TEXAS WEALTH PLANNING ADVISORS

6725 Clemson Dr, Tyler, Tx 75703-5107
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$49,909 Forgiven$50,550 LenderSouthside Bank Jobs4 05/01/2020 $49,909 $50,550 Southside Bank 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Sources

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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