Moneywise, Inc.

Forest, VA

Virginia

Registered In

06/26/1989

Incorp. Date

Company Summary

Moneywise, Inc. at 1563 Crossings Center Dr STE 100, Forest, Va 24551 lists Joseph Eskridge and Joel E.S. Bengds as associates.

Overview

Registered In

Virginia

Incorporation Date

06/26/1989

Company Type

Corp

Status

Active

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

People

Hilary J Leitch Registered Agent	1130 MOREVIEW DR, LYNCHBURG, VA 24502
Joseph Eskridge President
Joel E.S. Bengds Vice President
Justin M Victor TREAS/SEC

Map & Locations

1563 CROSSINGS CENTER DR STE 100, FOREST, VA 24551 View Map

Financials

Financial Information for Moneywise, Inc.

Form 5500

MONEYWISE, INC.

1563 Crossings Centre Drive #100, Forest, Va 24551 (434) 316-9356 EIN:54-1506612 Plan Admin:Justin Victor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,332,683 / $2,956,342	2023	HSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 12	$2,332,683 / $2,956,342
2022	Plan NameHSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$2,622,077 / $2,332,683	2022	HSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	10 / 9	$2,622,077 / $2,332,683
2021	Plan NameHSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$3,226,268 / $2,622,077	2021	HSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	8 / 10	$3,226,268 / $2,622,077
2020	Plan NameHSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,491,195 / $3,226,268	2020	HSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	9 / 8	$2,491,195 / $3,226,268
2019	Plan NameHSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 9 Assets BOY/EOY$1,889,099 / $2,491,195	2019	HSC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002	7 / 9	$1,889,099 / $2,491,195

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MONEYWISE, INC.

1563 Crossings Center Dr, Forest, Va 24551-4744

Loan Date	Approved	Forgiven	Lender	Jobs
04/05/2020	Approved$169,500 Forgiven$170,409 LenderThe First Bank and Trust Company Jobs10	04/05/2020	$169,500	$170,409	The First Bank and Trust Company	10

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration