Meritage Wealth Insurance Advisors, LLC

Cypress, TX

Texas

Registered In

09/20/2019

Incorp. Date

Company Summary

Meritage Wealth Insurance Advisors, LLC at 12206 Preece Ct, Cypress, Tx 77429 lists Southmark Wealth Management, Llc of Cypress, TX as the associate.

Registered In

Texas

Incorporation Date

09/20/2019

Company Type

Domestic Limited Liability Company (Llc)

Status

In Existence

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

Meredith Law Firm, Pc Registered Agent	10200 GROGAN'S MILL RD STE 220, THE WOODLANDS, TX 77380
Southmark Wealth Management, Llc Managing Member	12206 PREECE CT, CYPRESS, TX 77429

12206 PREECE CT, CYPRESS, TX 77429 View Map

Form 5500

12206 Preece Ct, Cypress, Tx 77429 (713) 410-5690 EIN:84-3080441 Plan Admin:Allison Brecher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$109,465 / $130,296	2022	MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 12	$109,465 / $130,296
2021	Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$0 / $109,465	2021	MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 11	$0 / $109,465

Benefit & Retirement Plans based on Form 5500.

PPP Loans

12206 Preece Ct, Cypress, Tx 77429

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$52,982 Forgiven$53,524 LenderJPMorgan Chase Bank, National Association Jobs4	05/01/2020	$52,982	$53,524	JPMorgan Chase Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

Address Match:12206 Preece Ct Cypress, TX

Southmark Wealth Management LLC Registered in Texas	Cypress, TX		View Report

Related Business Names:

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Person/City Match:Meredith Law Firm Pc - The Woodlands, TX

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• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration