Meritage Wealth Insurance Advisors, LLC

Richmond, TX

Virginia

Registered In

12/04/2020

Incorp. Date

Foreign

Registration Type

Texas

Foreign Jurisdiction

Company Summary

Meritage Wealth Insurance Advisors, LLC at 503 Fm 359 Rd Pmb 267 STE 130, Richmond, Tx 77406 lists Genethia R Edwards of Aldie, VA.

Overview

Registered In

Virginia

Incorporation Date

12/04/2020

Company Type

Llc

Status

Pendinact

Registration Type

Foreign

Foreign Jurisdiction

Texas

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People

Genethia R Edwards Registered Agent

24636 GREYSTEEL SQ, ALDIE, VA 20105

Map & Locations

503 FM 359 RD PMB 267 STE 130, RICHMOND, TX 77406 View Map

Financials

Financial Information for Meritage Wealth Insurance Advisors, LLC

Form 5500

MERITAGE WEALTH INSURANCE ADVISORS, LLC

12206 Preece Ct, Cypress, Tx 77429 (713) 410-5690 EIN:84-3080441 Plan Admin:Allison Brecher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$109,465 / $130,296	2022	MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 12	$109,465 / $130,296
2021	Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$0 / $109,465	2021	MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 11	$0 / $109,465

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MERITAGE WEALTH INSURANCE ADVISORS, LLC

12206 Preece Ct, Cypress, Tx 77429

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$52,982 Forgiven$53,524 LenderJPMorgan Chase Bank, National Association Jobs4	05/01/2020	$52,982	$53,524	JPMorgan Chase Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Meritage Wealth Insurance Advisors, LLC Registered in Massachusetts	Houston, TX	View Report
Meritage Wealth Insurance Advisors, LLC Registered in California	Richmond, TX (1 more)	View Report
Meritage Wealth Insurance Advisors, LLC Registered in Idaho	Cypress, TX Richmond, TX	View Report
Meritage Wealth Insurance Advisors, LLC Registered in Texas	Cypress, TX	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