Anderson Wealth Planning

Logan, UT

Utah

Registered In

08/07/2019

Incorp. Date

Company Summary

Anderson Wealth Planning at 1300 N 200 E STE 109, Logan, Ut 84341 lists Adam Anderson of Logan, UT.

Registered In

Utah

Incorporation Date

08/07/2019

Company Type

Dba

Status

Active - Current

Registration Type

Domestic

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Adam Anderson Registered Agent

1300 N 200 E STE 109, LOGAN, UT 84341

1300 N 200 E STE 109, LOGAN, UT 84341 View Map

Form 5500

632 N Main, Logan, Ut 84321 (435) 757-3563 EIN:83-1914528 Plan Admin:Anderson Wealth Planning, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameANDERSON WEALTH PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$413,155 / $374,486	2022	ANDERSON WEALTH PLANNING, LLC 401(K) PLAN - Plan #001	5 / 5	$413,155 / $374,486
2021	Plan NameANDERSON WEALTH PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$295,576 / $413,155	2021	ANDERSON WEALTH PLANNING, LLC 401(K) PLAN - Plan #001	2 / 2	$295,576 / $413,155
2020	Plan NameANDERSON WEALTH PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$135,623 / $295,576	2020	ANDERSON WEALTH PLANNING, LLC 401(K) PLAN - Plan #001	2 / 2	$135,623 / $295,576
2019	Plan NameANDERSON WEALTH PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$47,723 / $135,623	2019	ANDERSON WEALTH PLANNING, LLC 401(K) PLAN - Plan #001	2 / 2	$47,723 / $135,623

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Anderson Wealth Planning of Nevada Inc. Registered in Nevada	Reno, NV		View Report

Address Match:1300 N 200 E Ste 109 Logan, UT

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Address Match:1300 N 200 E Logan, UT

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• Utah Division of Corporations and Commercial Code • U.S. Department of Labor