Eagle Wealth Advisors, LLC

Virginia
Registered In
08/23/2017
Incorp. Date

Company Summary

Eagle Wealth Advisors, LLC at 501 Village Ave STE 104, Yorktown, Va 23693 lists Conway H. Sheild III of Newport News, VA.

Overview

Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
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People

Conway H. Sheild III Registered Agent
600 THIMBLE SHOALS BLVD STE 375, NEWPORT NEWS, VA 23606 (View Past Addresses)

Map & Locations

501 VILLAGE AVE STE 104, YORKTOWN, VA 23693 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Eagle Wealth Advisors, LLC

Form 5500

EAGLE WEALTH ADVISORS LLC

501 Village Avenue Suite 200, Yorktown, Va 23693 (757) 877-5585 EIN:82-2619651 Plan Admin:Robert T. Laufer
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEAGLE WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 7 Assets BOY/EOY$560,166 / $724,826 2023 EAGLE WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN - Plan #001 28 / 7 $560,166 / $724,826
2022 Plan NameEAGLE WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 28 Assets BOY/EOY$815,279 / $560,166 2022 EAGLE WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN - Plan #001 29 / 28 $815,279 / $560,166
2021 Plan NameEAGLE WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 29 Assets BOY/EOY$1,041,712 / $815,279 2021 EAGLE WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN - Plan #001 30 / 29 $1,041,712 / $815,279
Benefit & Retirement Plans based on Form 5500.
PPP Loans

EAGLE WEALTH ADVISORS LLC

501 Village Ave STE 200, Yorktown, Va 23693-5645 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$22,200 Forgiven$22,431 LenderAtlantic Union Bank Jobs4 04/10/2020 $22,200 $22,431 Atlantic Union Bank 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:501 Village Ave Ste 104 Yorktown, VA
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Address Match:501 Village Ave Yorktown, VA
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Related Business Names:
Eagle Wealth Advisors LLC Registered in New Jersey
View Report
Eagle Wealth Advisors LLC Registered in New York
Brooklyn, NY View Report
Eagle Wealth Advisors, LLC Registered in Ohio
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Eagle Wealth Advisors, LLC Registered in Connecticut
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Person/City Match:Conway H Sheild III - Newport News, VA
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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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