Integrated Wealth Management, LLC
Utah
Registered In
07/30/2002
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Integrated Wealth Management, LLC at 4800 N Scottsdale Rd STE 2400, Scottsdale, Az 85251 lists Jeremy Johnston of Mesa, AZ.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Arizona
- Company Type
- Llc - Foreign
- Status
- Expired - Failure to File Renewal
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Jeremy Johnston
Registered Agent
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2825 E COTTONWOOD PKWY STE 500, MESA, AZ 85121
|
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4800 N SCOTTSDALE RD STE 2400, SCOTTSDALE, AZ 85251
View Map
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Financial Information for Integrated Wealth Management, LLC
Form 5500
INTEGRATED WEALTH MANAGEMENT, LLC
4800 N. Scottsdale Road, Suite 1900, Scottsdale, Az 85251 (480) 663-6000 EIN:86-1036538 Plan Admin:Brent Pine| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$343,212 / $284,762 | 2022 | INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 16 / 19 | $343,212 / $284,762 |
| 2021 | Plan NameINTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$236,588 / $343,212 | 2021 | INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 15 | $236,588 / $343,212 |
| 2020 | Plan NameINTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$188,466 / $236,588 | 2020 | INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 13 | $188,466 / $236,588 |
| 2019 | Plan NameINTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$113,084 / $188,466 | 2019 | INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 14 | $113,084 / $188,466 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INTEGRATED WEALTH MANAGEMENT, LLC
4800 N. Scottsdale Rd. Ste., 1900, SCOTTSDALE, AZ 85251-1778 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$154,000 Forgiven$155,031 LenderWestern State Bank Jobs10 | 04/05/2020 | $154,000 | $155,031 | Western State Bank | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:4800 N Scottsdale Rd Ste 2400 Scottsdale, AZ
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|
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The following government agencies have contributed data:
Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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