Cvg Wealth Management LLC

Bee Cave, TX

Texas

Registered In

10/22/2020

Incorp. Date

Company Summary

Cvg Wealth Management LLC at 15511 State Hwy 71 STE 110-163, Bee Cave, Tx 78738 lists Richard J Pakes of Lakeway, TX as the associate.

Registered In

Texas

Incorporation Date

10/22/2020

Company Type

Domestic Limited Liability Company (Llc)

Status

In Existence

Registration Type

Domestic

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Legalinc Corporate Services Inc. Registered Agent	10601 CLARENCE DR STE 250, FRISCO, TX 75033
Richard J Pakes Manager	172 WORLD OF TENNIS SQ, LAKEWAY, TX 78738

15511 STATE HWY 71 STE 110-163, BEE CAVE, TX 78738 View Map

Form 5500

15511 State Highway 71 Suite 1, Bee Cave, Tx 78738 (805) 750-4035 EIN:85-3629792 Plan Admin:Richard Pakes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$164,004 / $205,366	2023	CVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$164,004 / $205,366
2022	Plan NameCVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$20,330 / $164,004	2022	CVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$20,330 / $164,004
2021	Plan NameCVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $20,330	2021	CVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	0 / 5	$0 / $20,330

Benefit & Retirement Plans based on Form 5500.

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• Texas Comptroller of Public Accounts • U.S. Department of Labor