Cd Wealth Management, LLC
Texas
Registered In
06/20/2014
Incorp. Date
Company Summary
Cd Wealth Management, LLC at 16400 Dallas Parkway 310, Dallas, Tx 75248 lists Andrew L Dropkin and Scott Cohen of Dallas, TX as associates.
Overview
Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
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Scott R Cohen
Registered Agent
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6200 LBJ STE 200A, DALLAS, TX 75240
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Andrew L Dropkin
Manager
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16400 DALLAS PARKWAY 310, DALLAS, TX 75248
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Scott Cohen
Manager
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16400 DALLAS PARKWAY 310, DALLAS, TX 75248
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Ilona Friedman
Governing Person
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16400 DALLAS PARKWAY 310, DALLAS, TX 75248
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Map & Locations
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16400 DALLAS PARKWAY 310, DALLAS, TX 75248
View Map
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Financials
Financial Information for Cd Wealth Management, LLC
Form 5500
CD WEALTH MANAGEMENT, LLC
16400 Dallas Parkway Suite 310, Dallas, Tx 75248 (972) 499-6280 EIN:47-1180974 Plan Admin:Ilona Friedman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$1,969,861 / $0 | 2022 | CD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001 | 11 / 0 | $1,969,861 / $0 |
| 2021 | Plan NameCD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,519,882 / $1,969,861 | 2021 | CD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001 | 9 / 11 | $1,519,882 / $1,969,861 |
| 2020 | Plan NameCD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,202,570 / $1,519,882 | 2020 | CD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001 | 10 / 9 | $1,202,570 / $1,519,882 |
| 2019 | Plan NameCD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$767,893 / $1,202,570 | 2019 | CD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001 | 8 / 9 | $767,893 / $1,202,570 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CD WEALTH MANAGEMENT LLC
16400 Dallas Parkway Ste 310, DALLAS, TX 75248-2609| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$157,667 Forgiven$158,864 LenderVeritex Community Bank Jobs8 | 04/10/2020 | $157,667 | $158,864 | Veritex Community Bank | 8 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Scott R Cohen - Dallas, TX
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American Premium Finance Company, LLC
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|
Waldman Bros., L.L.P
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|
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|
Waldman Bros, L.L.P.
Registered in Idaho
|
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|
Psf, Inc.
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|
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|
Waldman Bros., L.L.P.
Registered in Nevada
|
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|
Tck Perdenalas Management, LLC
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|
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|
Toppan Printronics (U.S.A.), Inc.
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|
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Person/City Match:Scott Cohen - Dallas, TX
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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