Wealthco Financial Group, LLC
Texas
Registered In
01/09/2018
Incorp. Date
Company Summary
Wealthco Financial Group, LLC at 1080 W Sam Houston Pkwy N STE 125, Houston, Tx 77043 lists Peter L Herb and Peter L Herb Jr of Houston, TX as the associates.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- In Existence
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Peter L Herb
Registered Agent
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1080 W SAM HOUSTON PKWY N STE 125, HOUSTON, TX 77043
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Peter L Herb
Manager
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1080 W SAM HOUSTON PKWY N STE 125, HOUSTON, TX 77043
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Peter L Herb Jr
Manager
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1080 W SAM HOUSTON PKWY N STE 125, HOUSTON, TX 77043
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1080 W SAM HOUSTON PKWY N STE 125, HOUSTON, TX 77043
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Financial Information for Wealthco Financial Group, LLC
Form 5500
WEALTHCO FINANCIAL GROUP, LLC
1080 W. Sam Houston Pkwy N. Suite 1, Houston, Tx 77043 (713) 935-0829 EIN:20-0537315 Plan Admin:Peter Herb| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameWEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,076,103 / $1,348,579 | 2023 | WEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 6 / 7 | $1,076,103 / $1,348,579 |
| 2022 | Plan NameWEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,249,938 / $1,076,103 | 2022 | WEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 6 / 6 | $1,249,938 / $1,076,103 |
| 2021 | Plan NameWEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,102,431 / $1,249,938 | 2021 | WEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 6 / 6 | $1,102,431 / $1,249,938 |
| 2020 | Plan NameWEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$745,598 / $1,102,431 | 2020 | WEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $745,598 / $1,102,431 |
| 2019 | Plan NameWEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$497,784 / $745,598 | 2019 | WEALTHCO FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 5 | $497,784 / $745,598 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTHCO FINANCIAL GROUP LLC
1080 W Sam Houston Pkwy N Ste 125, Houston, TX 77043-5012 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/10/2021 | Approved$97,272 Forgiven$97,583 LenderStellar Bank Jobs5 | 02/10/2021 | $97,272 | $97,583 | Stellar Bank | 5 |
| 04/13/2020 | Approved$97,272 Forgiven$98,074 LenderStellar Bank Jobs5 | 04/13/2020 | $97,272 | $98,074 | Stellar Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:1080 W Sam Houston Pkwy N Ste 125 Houston, TX
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Duflon Europe Limited
Registered in Texas
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Houston, TX | View Report | |
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Peter L. Herb, Cpa, Pc
Registered in Texas
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Houston, TX | View Report |
Address Match:1080 W Sam Houston Pkwy N Houston, TX
Person/City Match:Peter L Herb - Houston, TX
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Cfo Enterprise Solutions, LLC
Registered in Texas
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Houston, TX | View Report | |
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Duflon Americas Limited, LLC
Registered in Texas
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Houston, TX Stafford, TX | View Report |
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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