Experiential Wealth, Inc.
Virginia
Registered In
11/19/1992
Incorp. Date
Company Summary
Experiential Wealth, Inc. at 6409 81st St, Cabin John, Md 20818 lists Philip S.L. Chao and Bonnie Cho Chao as the associates.
- Registered In
- Virginia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corp
- Status
- Inactive
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Philip S Chao
Registered Agent
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8460 TYCO RD STE E, VIENNA, VA 22182
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Philip S.L. Chao
President
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Bonnie Cho Chao
Officer
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6409 81ST ST, CABIN JOHN, MD 20818
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Financial Information for Experiential Wealth, Inc.
Form 5500
EXPERIENTIAL WEALTH, INC.
6409 81st Street, Cabin John, Md 20818 (703) 847-4380 EIN:52-1804602 Plan Admin:Philip Chao| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameEXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$855,489 / $0 | 2023 | EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN - Plan #002 | 3 / 0 | $855,489 / $0 |
| 2022 | Plan NameEXPERIENTIAL WEALTH, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,115,960 / $1,881,816 | 2022 | EXPERIENTIAL WEALTH, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $2,115,960 / $1,881,816 |
| 2022 | Plan NameEXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$777,341 / $855,489 | 2022 | EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN - Plan #002 | 3 / 3 | $777,341 / $855,489 |
| 2021 | Plan NameEXPERIENTIAL WEALTH, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,697,645 / $2,115,960 | 2021 | EXPERIENTIAL WEALTH, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,697,645 / $2,115,960 |
| 2021 | Plan NameEXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$562,784 / $777,341 | 2021 | EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN - Plan #002 | 3 / 3 | $562,784 / $777,341 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
EXPERIENTIAL WEALTH, INC.
8460 Tyco Road Suite E, VIENNA, VA 22182-2207| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$36,700 Forgiven$36,944 LenderCapital Bank, National Association Jobs3 | 04/08/2020 | $36,700 | $36,944 | Capital Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:6409 81st St Cabin John, MD
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The following government agencies have contributed data:
Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor U.S. Small Business Administration
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