Olympus Wealth Management, LLC

Company Summary

Olympus Wealth Management, LLC at 6985 Union Park Ctr STE 435, Cottonwood Heights, Ut 84047 lists Scott S Poelman of Cottonwood Heights, UT.

Registered In
Utah
Incorporation Date
Registration Type
Domestic
Company Type
Llc - Domestic
Status
Active - Current
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Scott S Poelman Registered Agent
6985 UNION PARK CTR STE 435, COTTONWOOD HEIGHTS, UT 84047
6985 UNION PARK CTR STE 435, COTTONWOOD HEIGHTS, UT 84047 View Map

Financial Information for Olympus Wealth Management, LLC

Form 5500

OLYMPUS WEALTH MANAGEMENT LLC

6985 S Union Park Ctr STE 435, Cottonwood Heights, Ut 84047 (801) 449-9603 EIN:46-2066292 Plan Admin:Matthew Bloom-Krull
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameOLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,114,339 / $1,564,735 2023 OLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 15 / 16 $1,114,339 / $1,564,735
2022 Plan NameOLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$1,014,739 / $1,114,339 2022 OLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 13 / 15 $1,014,739 / $1,114,339
2021 Plan NameOLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$653,166 / $1,014,739 2021 OLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 12 / 12 $653,166 / $1,014,739
2020 Plan NameOLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$478,768 / $653,166 2020 OLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 5 / 6 $478,768 / $653,166
2019 Plan NameOLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$259,524 / $478,768 2019 OLYMPUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $259,524 / $478,768
Benefit & Retirement Plans based on Form 5500.
Address Match:6985 Union Park Ctr Ste 435 Cottonwood Heights, UT
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Person/City Match:Scott S Poelman - Cottonwood Heights, UT
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The following government agencies have contributed data:

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