Wealthcrest Financial Services, LLC

Springfield, VA

Virginia

Registered In

12/15/2003

Incorp. Date

Company Summary

Wealthcrest Financial Services, LLC at 7880 Backlick Rd STE 1, Springfield, Va 22150 lists Patrick B Beagle of Fairfax Station, VA.

Patrick B Beagle Registered Agent

6680 RUTLEDGE DR, FAIRFAX STATION, VA 22039

7880 BACKLICK RD STE 1, SPRINGFIELD, VA 22150 View Map

Form 5500

7880 Backlick Rd., Suite 1, Springfield, Va 22150 (703) 372-1717 EIN:20-0856620 Plan Admin:Patrick Beagle

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,587,367 / $1,631,524	2022	WEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	5 / 5	$2,587,367 / $1,631,524
2021	Plan NameWEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,022,275 / $2,587,367	2021	WEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	5 / 5	$2,022,275 / $2,587,367
2020	Plan NameWEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,934,732 / $2,022,275	2020	WEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	4 / 5	$1,934,732 / $2,022,275
2019	Plan NameWEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,465,057 / $1,934,732	2019	WEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	4 / 4	$1,465,057 / $1,934,732

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7880 Backlick Rd, Springfield, Va 22150-2210 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$73,300 Forgiven$73,791 LenderNavy FCU Jobs5	04/13/2020	$73,300	$73,791	Navy FCU	5

PPP Loans based on Paycheck Protection Program.

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Person/City Match:Patrick B Beagle - Fairfax Station, VA

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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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