Beacon Harbor Wealth Advisors, Inc.
Virginia
Registered In
12/13/2018
Incorp. Date
Company Summary
Beacon Harbor Wealth Advisors, Inc. at 440 Viking Dr STE 200, Virginia Beach, Va 23452 lists Jeremy W Ingram and George G Macdonald as the associates.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Gregory P Bergethon
Registered Agent
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919 E MAIN ST FL 23, RICHMOND, VA 23219
(View Past Addresses)
|
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Jeremy W Ingram
President Chie
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George G Macdonald
President Chie
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Map & Locations
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440 VIKING DR STE 200, VIRGINIA BEACH, VA 23452
View Map
|
Financials
Financial Information for Beacon Harbor Wealth Advisors, Inc.
Form 5500
BEACON HARBOR WEALTH ADVISORS, INC.
440 Viking Dr STE 200, Virginia Beach, Va 23452 (757) 644-4546 EIN:83-2819533 Plan Admin:Plan Sponsor| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$654,091 / $1,066,524 | 2023 | BEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST - Plan #001 | 8 / 10 | $654,091 / $1,066,524 |
| 2022 | Plan NameBEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$540,359 / $654,091 | 2022 | BEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST - Plan #001 | 8 / 8 | $540,359 / $654,091 |
| 2021 | Plan NameBEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$281,425 / $540,359 | 2021 | BEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST - Plan #001 | 8 / 8 | $281,425 / $540,359 |
| 2020 | Plan NameBEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$33,109 / $281,425 | 2020 | BEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST - Plan #001 | 7 / 7 | $33,109 / $281,425 |
| 2019 | Plan NameBEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST Plan #001 Participants BOY/EOY0 / 7 Assets BOY/EOY$0 / $33,109 | 2019 | BEACON HARBOR WEALTH ADVISORS RETIREMENT TRUST - Plan #001 | 0 / 7 | $0 / $33,109 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BEACON HARBOR WEALTH ADVISORS, INC
440 Viking Drive Suite 200, VIRGINIA BEACH, VA 23452-7308 Industry:Open-End Investment Funds| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$107,400 Forgiven$108,143 LenderBlue Ridge Bank, National Association Jobs8 | 04/08/2020 | $107,400 | $108,143 | Blue Ridge Bank, National Association | 8 |
PPP Loans based on Paycheck Protection Program.
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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
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