Central Wealth Management LLC
Wisconsin
Wisconsin
Registered In
02/04/2016
Incorp. Date
Company Summary
Central Wealth Management LLC in Wisconsin lists Eric Heiting of Madison, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
Eric Heiting
Registered Agent
|
8000 EXCELSIOR DR STE 301, MADISON, WI 53717
(View Past Addresses)
|
Financials
Financial Information for Central Wealth Management LLC
Form 5500
CENTRAL WEALTH MANAGEMENT, LLC
8000 Excelsior Drive Suite 301, Madison, Wi 53717 (608) 841-1555 EIN:81-1465152 Plan Admin:Eric Heiting| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$426,320 / $553,827 | 2023 | CENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 9 / 8 | $426,320 / $553,827 |
| 2022 | Plan NameCENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$505,415 / $426,320 | 2022 | CENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 9 | $505,415 / $426,320 |
| 2021 | Plan NameCENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$295,208 / $505,415 | 2021 | CENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 6 | $295,208 / $505,415 |
| 2020 | Plan NameCENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$226,146 / $295,208 | 2020 | CENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 5 | $226,146 / $295,208 |
| 2019 | Plan NameCENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$90,183 / $226,146 | 2019 | CENTRAL WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 4 / 5 | $90,183 / $226,146 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CENTRAL WEALTH MANAGEMENT LLC
1111 Deming Way Suite 103, MADISON, WI 53717-1953| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/04/2020 | Approved$62,000 Forgiven$62,489 LenderLake Ridge Bank Jobs4 | 04/04/2020 | $62,000 | $62,489 | Lake Ridge Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Central Coast Wealth Management LLC
Registered in California
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|
Central Wealth Management Group LLC
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|
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|
Central Wealth Management, LLC
Registered in Texas
|
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Person/City Match:Eric Heiting - Madison, WI
|
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|
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|
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|
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Registered in Wisconsin
|
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|
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Vario Bakers Place LLC
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|
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Vario Equity, LLC
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Vario Sponsor, LLC
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Vario American Center, LLC
Registered in Wisconsin
|
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Sources
The following government agencies have contributed data:
• Wisconsin Department of Financial Institutions • U.S. Department of Labor • U.S. Small Business Administration
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