Wealthtrak Capital Management, LLC
Virginia
Registered In
10/12/2011
Incorp. Date
Company Summary
Wealthtrak Capital Management, LLC at 4536 Bonney Rd, Virginia Beach, Va 23462 lists Todd J Preti of Virginia Beach, VA.
- Registered In
- Virginia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Todd J Preti
Registered Agent
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2901 S LYNNHAVEN RD STE 120, VIRGINIA BEACH, VA 23452
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4536 BONNEY RD, VIRGINIA BEACH, VA 23462
View Map
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Financial Information for Wealthtrak Capital Management, LLC
Form 5500
WEALTHTRAK CAPITAL MANAGEMENT LLC
4536 Bonney Road, Virginia Beach, Va 23462 (757) 523-1250 EIN:45-3761238 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTHTRAK 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$282,688 / $386,163 | 2023 | WEALTHTRAK 401(K) PLAN - Plan #001 | 6 / 6 | $282,688 / $386,163 |
| 2022 | Plan NameWEALTHTRAK 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$239,767 / $282,688 | 2022 | WEALTHTRAK 401(K) PLAN - Plan #001 | 5 / 6 | $239,767 / $282,688 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTHTRAK CAPITAL MANAGEMENT LLC
4536 Bonney Rd, Virginia Beach, VA 23462-3818 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/02/2021 | Approved$82,000 Forgiven$82,360 LenderThe Old Point National Bank of Phoebus Jobs5 | 02/02/2021 | $82,000 | $82,360 | The Old Point National Bank of Phoebus | 5 |
| 04/08/2020 | Approved$80,000 Forgiven$80,580 LenderThe Old Point National Bank of Phoebus Jobs5 | 04/08/2020 | $80,000 | $80,580 | The Old Point National Bank of Phoebus | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:4536 Bonney Rd Virginia Beach, 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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