Holtzman Wealth Strategies, LLC
Texas
Registered In
05/18/2018
Incorp. Date
Company Summary
Holtzman Wealth Strategies, LLC at 4412 74th ST STE D100, Lubbock, Tx 79424 lists Zachary Holtzman of Lubbock, TX as the associate.
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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Zachary Holtzman
Registered Agent
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4412 74TH ST STE D100, LUBBOCK, TX 79424
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Zachary Holtzman
Managing Member
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4412 16TH ST, LUBBOCK, TX 79416
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Map & Locations
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4412 74TH ST STE D100, LUBBOCK, TX 79424
View Map
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Financials
Financial Information for Holtzman Wealth Strategies, LLC
Form 5500
HOLTZMAN WEALTH STRATEGIES LLC
4412 74th Street, STE D-100, Lubbock, Tx 79424 (806) 701-4083 EIN:83-0593403 Plan Admin:Erisa Fiduciary Services, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$38,228 / $68,739 | 2023 | HOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $38,228 / $68,739 |
| 2022 | Plan NameHOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$24,360 / $38,228 | 2022 | HOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $24,360 / $38,228 |
| 2021 | Plan NameHOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$5,096 / $24,360 | 2021 | HOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $5,096 / $24,360 |
| 2020 | Plan NameHOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $5,096 | 2020 | HOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $0 / $5,096 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HOLTZMAN WEALTH STRATEGIES, LLC
4412 74th ST D100, Lubbock, Tx 79424-2308| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$28,900 Forgiven$29,092 LenderCity Bank Jobs2 | 04/29/2020 | $28,900 | $29,092 | City Bank | 2 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:4412 74th St Lubbock, 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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