Moneywise Solutions, Inc.

Amelia Court House, VA

Virginia

Registered In

07/21/1999

Incorp. Date

Company Summary

Moneywise Solutions, Inc. at 14101 Chula Rd, Amelia Court House, Va 23002 lists Frank C. Surface and Carter S. Boaze as the associates.

Frank C Surface Registered Agent	14101 CHULA RD, AMELIA, VA 23002
Frank C. Surface Officer
Carter S. Boaze SECRET/TREASURE

14101 CHULA RD, AMELIA COURT HOUSE, VA 23002 View Map

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Form 5500

P.O. Box 878, Amelia Courthouse, Va 23002 (804) 561-1708 EIN:54-1951094 Plan Admin:Frank Surface

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMONEYWISE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$216,176 / $208,230	2022	MONEYWISE SOLUTIONS, INC. 401(K) PLAN - Plan #001	3 / 4	$216,176 / $208,230
2021	Plan NameMONEYWISE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$134,087 / $216,176	2021	MONEYWISE SOLUTIONS, INC. 401(K) PLAN - Plan #001	3 / 3	$134,087 / $216,176
2020	Plan NameMONEYWISE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$94,132 / $134,087	2020	MONEYWISE SOLUTIONS, INC. 401(K) PLAN - Plan #001	2 / 3	$94,132 / $134,087

Benefit & Retirement Plans based on Form 5500.

PPP Loans

14101 Chula Road, Amelia, VA 23002 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$66,400 Forgiven$67,022 LenderAtlantic Union Bank Jobs8	04/27/2020	$66,400	$67,022	Atlantic Union Bank	8

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Moneywise Payroll Solutions, Inc. Registered in Virginia	Charlottesville, VA		View Report
Moneywise Solutions, Inc. Registered in North Carolina	Amelia, VA Gastonia, NC		View Report

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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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