Campbell Wealth Management, Inc.

Alexandria, VA

Virginia

Registered In

08/28/2003

Incorp. Date

Company Summary

Campbell Wealth Management, Inc. at 330 John Carlyle ST STE 400, Alexandria, Va 22314 lists Kelly P Campbell and Kimberly Campbell as the associates.

Overview

Registered In

Virginia

Incorporation Date

08/28/2003

Company Type

Corp

Status

Active

Registration Type

Domestic

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People

Kelly P Campbell Registered Agent	330 JOHN CARLYLE ST STE 600, ALEXANDRIA, VA 22314
Kelly P Campbell CEO
Kimberly Campbell Chief Financial

Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history

Map & Locations

330 JOHN CARLYLE ST STE 400, ALEXANDRIA, VA 22314 View Map

Financials

Financial Information for Campbell Wealth Management, Inc.

Form 5500

CAMPBELL WEALTH MANAGEMENT, INC.

330 John Carlyle Street Suite 400, Alexandria, Va 22314 (703) 535-5300 EIN:20-0193064 Plan Admin:Shirley Horner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY25 / 34 Assets BOY/EOY$3,322,200 / $3,003,084	2022	CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	25 / 34	$3,322,200 / $3,003,084
2022	Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 34 Assets BOY/EOY$3,322,200 / $3,003,084	2022	CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	25 / 34	$3,322,200 / $3,003,084
2021	Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 24 Assets BOY/EOY$2,635,016 / $3,322,200	2021	CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	32 / 24	$2,635,016 / $3,322,200
2020	Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 32 Assets BOY/EOY$1,979,687 / $2,635,016	2020	CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	26 / 32	$1,979,687 / $2,635,016
2019	Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,405,285 / $1,979,687	2019	CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	24 / 25	$1,405,285 / $1,979,687
2019	Plan NameCAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,405,285 / $1,979,687	2019	CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001	24 / 25	$1,405,285 / $1,979,687

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CAMPBELL WEALTH MANAGEMENT, INC.

330 JOHN CARLYLE ST Suite 400, ALEXANDRIA, VA 22314-5758 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/05/2020	Approved$411,700 Forgiven$414,124 LenderAtlantic Union Bank Jobs21	04/05/2020	$411,700	$414,124	Atlantic Union Bank	21

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:330 John Carlyle St Ste 400 Alexandria, VA

Buildaplan Financial Education, LLC Registered in Virginia	Alexandria, VA Woodbridge, VA		View Report

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Campbell Wealth Management, Inc. Registered in New York	Alexandria, VA	View Report
Campbell Wealth Management, Inc. Registered in California	Alexandria, VA Sacramento, CA (1 more)	View Report
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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