Jeffrey Wealth Management Inc.
Virginia
Registered In
01/19/2010
Incorp. Date
Company Summary
Jeffrey Wealth Management Inc. at 2250 Murrell Rd STE A, Lynchburg, Va 24501 lists Jeffrey W Myers as the associate.
- Registered In
- Virginia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corp
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jeffrey W Myers
Registered Agent
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2250 MURRELL RD STE A, LYNCHBURG, VA 24501
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Jeffrey W Myers
Officer
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2250 MURRELL RD STE A, LYNCHBURG, VA 24501
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Financial Information for Jeffrey Wealth Management Inc.
Form 5500
JEFFREY WEALTH MANAGEMENT, INC.
2250 Murrell Road Suite A, Lynchburg, Va 24501 (434) 509-4402 EIN:27-1555679 Plan Admin:Jeffrey Myers| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameJEFFREY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$301,252 / $316,692 | 2022 | JEFFREY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $301,252 / $316,692 |
| 2022 | Plan NameJEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$87,307 / $238,197 | 2022 | JEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 | 2 / 2 | $87,307 / $238,197 |
| 2021 | Plan NameJEFFREY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$232,550 / $301,252 | 2021 | JEFFREY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $232,550 / $301,252 |
| 2021 | Plan NameJEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $87,307 | 2021 | JEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 | 2 / 2 | $0 / $87,307 |
Benefit & Retirement Plans based on Form 5500.
Address Match:2250 Murrell Rd Ste a Lynchburg, VA
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Address Match:2250 Murrell Rd Lynchburg, VA
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The following government agencies have contributed data:
Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor
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