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.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Domestic
Search Other Resources
People
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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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Map & Locations
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2250 MURRELL RD STE A, LYNCHBURG, VA 24501
View Map
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Financials
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.
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Address Match:2250 Murrell Rd Ste a Lynchburg, VA
|
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|
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor
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