Beacon Wealth Management, LLC
West Virginia
Registered In
10/15/2001
Incorp. Date
Company Summary
Beacon Wealth Management, LLC at 4565 Benedum Dr, Bridgeport, Wv 26330 lists Lisa Halterman of Bridgeport, WV and John Halterman of Street Clarksburg, WV.
- Registered In
- West Virginia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc | Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Lisa Halterman
Manager
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4565 BENEDUM DR, BRIDGEPORT, WV 26330
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John Halterman
Manager
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607 EAST PIKE, STREET CLARKSBURG, WV 26301
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John Halterman
Organizer
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120 S 2ND ST, CLARKSBURG, WV 26301
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4565 BENEDUM DR, BRIDGEPORT, WV 26330
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Financial Information for Beacon Wealth Management, LLC
Form 5500
BEACON WEALTH MANAGEMENT, LLC
4565 Benedum Drive, Bridgeport, Wv 26330 (304) 626-3900 EIN:03-0382124 Plan Admin:John Halterman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$844,417 / $1,161,432 | 2023 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 9 | $844,417 / $1,161,432 |
| 2022 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$885,570 / $844,417 | 2022 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $885,570 / $844,417 |
| 2021 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$712,524 / $885,570 | 2021 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $712,524 / $885,570 |
| 2020 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$775,495 / $712,524 | 2020 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $775,495 / $712,524 |
| 2019 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$982,057 / $775,495 | 2019 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 8 | $982,057 / $775,495 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BEACON WEALTH MANAGEMENT, LLC
607 Pike St, Clarksburg, Wv 26301 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$96,695 Forgiven$97,630 LenderWesBanco Bank, Inc. Jobs5 | 04/27/2020 | $96,695 | $97,630 | WesBanco Bank, Inc. | 5 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
The following government agencies have contributed data:
West Virginia Secretary of State U.S. Department of Labor U.S. Small Business Administration
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