Is WEALTHVEST MARKETING, INC. active?

Yes — the South Dakota registry lists WEALTHVEST MARKETING, INC. as active, as of the 2026-07-29 source snapshot. The status is republished verbatim from the Secretary of State record.

Where is WEALTHVEST MARKETING, INC. registered?

WEALTHVEST MARKETING, INC. is registered in South Dakota under company number FB033786, first registered on September 8, 2009.

What type of company is WEALTHVEST MARKETING, INC.?

WEALTHVEST MARKETING, INC. is registered as a corporation with the South Dakota Secretary of State.

Where is WEALTHVEST MARKETING, INC. registered to do business?

Beyond its South Dakota registration, linked records — same legal name plus a shared officer, agent, address or home state — appear in 34 other state registers, including 32 foreign qualifications in Alabama, Arkansas, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Kansas and 22 more. Each is listed in the filings section above.

How many employees does WEALTHVEST MARKETING, INC. have?

WEALTHVEST MARKETING, INC. has an estimated 118 employees as of plan year 2024 — a modeled figure derived from the retirement-plan participant counts in its DOL Form 5500 filings, not an official headcount.

Does WEALTHVEST MARKETING, INC. offer a 401(k) plan?

Yes — Form 5500 filings with the Department of Labor show WEALTHVEST MARKETING, INC. sponsors a 401(k) retirement plan, with reported plan assets of $6.3M. Filings span 2013–2024. Details are in the Form 5500 section above.

Does WEALTHVEST MARKETING, INC. sponsor H-1B visas?

3 Labor Condition Applications (LCAs) filed by WEALTHVEST MARKETING, INC. appear in the DOL H-1B disclosure data, spanning FY 2012 to FY 2015. Each case, job title and offered wage is listed in the H-1B section above.

Does WEALTHVEST MARKETING, INC. have UCC liens?

No UCC financing statements name WEALTHVEST MARKETING, INC. as debtor in the indexed state registries.

In which states is WEALTHVEST MARKETING, INC. registered with the Secretary of State?

WEALTHVEST MARKETING, INC. appears in 35 state business registers: South Dakota, Alabama, Arkansas, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Kansas, Massachusetts and 23 more. South Dakota is the home registration; the rest are foreign qualifications or linked filings, each listed in the filings section above.

Is WEALTHVEST MARKETING, INC. a federal contractor?

WEALTHVEST MARKETING, INC. appears in 2 federal recipient records (SAM.gov), indicating registration to receive federal awards. Obligation totals are not available for these records.

Does WEALTHVEST MARKETING, INC. hold any licenses?

3 license and credential records are matched to WEALTHVEST MARKETING, INC.. Each license, its type and issuing authority is listed in the Licenses section above.

What is the EIN of WEALTHVEST MARKETING, INC.?

The Employer Identification Number (EIN) on record for WEALTHVEST MARKETING, INC. is 27-0329611.

What public records are linked to WEALTHVEST MARKETING, INC.?

9 public records are linked to WEALTHVEST MARKETING, INC.: 1 in Filings, 3 in Licenses & authorities, 2 in Loans, 3 in H-1B — matched across federal, state and municipal registers by its registered legal names.

Where does this data come from?

Every fact on this profile is republished from official public registers — Secretary of State filings, UCC indexes and federal datasets. Each section names its issuing register and the snapshot Netstate last retrieved (latest: 2026-07-29).

WEALTHVEST MARKETING, INC. — South Dakota Corporation No. FB033786: Active, 1 filing — Netstate

South Dakota/WEALTHVEST MARKETING, INC.

WEALTHVEST MARKETING, INC.

Type CorporationRegistered 8 September 2009 (almost 17 years ago)Company No. FB033786Updated 2026-07-29

WEALTHVEST MARKETING, INC. is a South Dakota corporation, registered on September 8, 2009. It is based at 2485 Manley Rd, Bozeman, MT, 59715. The company is currently listed as active on the South Dakota register and is registered under company number FB033786. Public records for the company include 1 SoS registration, 3 licenses, 2 federal contracts, 2 loan records and 3 H-1B filings. Every fact here is republished from an official public register and traces back to a primary source document.

Legal entity name	WEALTHVEST MARKETING, INC.
Principal address	2485 Manley RdBozeman59715MTUnited States
Registration state	South Dakota
Status	Active
Formed in	Montana (foreign registration)
Home company	WEALTHVEST MARKETING, INC. · Active
Registered	8 September 2009 (almost 17 years ago)
Entity type	Corporation
Standing	compliant
Company number	FB033786
EIN	27-0329611
Employees (modeled)	≈118 employees2024

H-1B filings	3 LCA filings, FY 2012–2015

Registered agent	INCORP SERVICES, INC

Source registry	South Dakota Secretary of State · updated 15 June 2026

Public records	1 SoS registration

Financials

Experian IntelliScore

Low–medium risk

51 / 100 · verified record

Est. revenue (modeled)	$36.6M2024
Federal contractor	Yes · 2 federal recipient records (SAM)
SBA loans	$3.2M · approved amounts

Secretary of State Filings

35 registrations

26Active

9Inactive

0Unknown

State	Business name	Filed	Registered agent	Officers	Status
South DakotaTHIS	WEALTHVEST MARKETING, INC.	2009-09-08	INCORP SERVICES, INC	—	Active
Filing ID FB033786 Jurisdiction Foreign · CorporationFormed in Montana Principal address 2485 Manley Rd, Bozeman, MT, 59715 Registered agent INCORP SERVICES, INC400 N MAIN AVE, STE 206, SIOUX FALLS, SD, 57104-5979 Officers Not reported
Alabama	Wealthvest Marketing, Inc.	2009-09-14	INCORP SERVICES INC	—	Active

Arkansas	WEALTHVEST MARKETING, INC.	2009-09-10	INCORP SERVICES, INC	MARA H KARELOfficerHOLMES AND TURNEROfficer2 more	Active

Arizona	WEALTHVEST MARKETING, INC.	2009-09-14	INCORP SERVICES INC	SUSI DOKKENOfficer, ShareholderWADE DOKKENOfficer, Shareholder1 more	Inactive

California	WEALTHVEST MARKETING, INC.	2009-09-03	INCORP SERVICES, INC	LINCOLN R COLLINSOfficer	Active

Colorado	WealthVest Marketing, Inc	2016-03-10	WealthVest Marketing, Inc	—	Inactive

Hawaii	WEALTHVEST MARKETING, INC.	2009-09-03	INCORP SERVICES, INC	COLLINS,LINCOLNDirector, OfficerDOKKEN,WADEOfficer	Active

Idaho	WEALTHVEST MARKETING, INC.	2009-09-04	INCORP SERVICES, INC	Lincoln CollinsOfficerWade DokkenOfficer	Active

Illinois	WEALTHVEST MARKETING, INC.	2013-05-20	INCORP SERVICES, INC	—	Active

Indiana	WEALTHVEST MARKETING, INC.	2009-09-08	INCORP SERVICES, INC	Lincoln CollinsOfficer	Active

Kansas	WEALTHVEST MARKETING, INC.	2009-09-08	INCORP SERVICES, INC	—	Active

Massachusetts	WEALTHVEST MARKETING, INC.	2009-10-13	INCORP SERVICES, INC	Wade DokkenOfficerLincoln CollinsOfficer	Active

Maryland	WEALTHVEST MARKETING, INC	2009-09-09	INCORP SERVICES, INC	—	Active

Minnesota	Wealthvest Marketing, Inc.	2021-03-03	InCorp Services, Inc	Lincoln CollinsOfficer	Inactive

Missouri	WEALTHVEST MARKETING, INC.	2009-09-08	INCORP SERVICES, INC	LINCOLN R COLLINSOfficer, Director	Active

Mississippi	Wealthvest Marketing, Inc.	2009-09-14	InCorp Services, Inc	Lincoln CollinsOfficer, DirectorWade DokkenOfficer	Active

Montana	WEALTHVEST MARKETING, INC.	2009-05-27	INCORP SERVICES, INC	LINCOLN R COLLINSOfficer, DirectorWADE A DOKKENDirector, Officer	Active

North Carolina	Wealthvest Marketing, Inc.	2009-09-09	Incorp Services, Inc	Dokken, SusiOfficerDokken, WadeOfficer1 more	Active

North Dakota	WEALTHVEST MARKETING, INC.	2009-09-08	INCORP SERVICES, INC	—	Active

New Hampshire	Wealthvest Marketing, Inc.	2009-09-14	INCORP SERVICES, INC	SusiOfficerLincoln CollinsOfficer, Director1 more	Active

New Mexico	WEALTHVEST MARKETING, INC.	2009-09-09	INCORP SERVICES INC	LINCOLN COLLINSDirector, Officer	Active

Nevada	WEALTHVEST MARKETING, INC.	2009-10-15	INCORP SERVICES, INC.*	Lincoln CollinsOfficer	Canceled

New York	WEALTHVEST MARKETING, INC.	2009-09-04	INCORP SERVICES, INC	LINCOLN COLLINSOfficer	Active

Oklahoma	WEALTHVEST MARKETING, INC.	2009-09-09	INCORP SERVICES, INC	—	Active

Oregon	WEALTHVEST MARKETING, INC.	2009-09-09	INCORP SERVICES, INC	LINCOLN COLLINSOfficer	Inactive

Pennsylvania	WEALTHVEST MARKETING, INC.	2009-09-09	—	WADE DOKKENOfficer	Active

South Carolina	WEALTHVEST MARKETING, INC.	2009-09-08	INCORP SERVICES, INC	—	Active

Tennessee	Wealthvest Marketing, Inc.	2021-03-03	INCORP SERVICES, INC	—	Revoked

Texas	Wealthvest Marketing, Inc.	2009-09-03	Incorp Services, Inc	Blake DokkenShareholderChad DokkenShareholder4 more	Active

Utah	WEALTHVEST MARKETING, INC.	2009-09-03	INCORP SERVICES, INC	WADE DOKKENOfficerLINCOLN COLLINSOfficer1 more	Inactive

Virginia	WealthVest Marketing, Inc.	2009-09-14	INCORP SERVICES INC	WADE DOKKENOfficerLINCOLN COLLINSOfficer	Inactive

Vermont	WEALTHVEST MARKETING, INC.	2009-09-09	InCorp Services, Inc	Lincoln CollinsOfficerSusi DokkenDirector1 more	Active

Wisconsin	WEALTHVEST MARKETING, INC.	2009-09-08	InCorp Services, Inc	—	Withdrawn

West Virginia	WEALTHVEST MARKETING, INC.	2009-09-09	INCORP SERVICES, INC	LINCOLN COLLINSOfficer, DirectorWADE DOKKENDirector	Active

Wyoming	Wealthvest Marketing, Inc.	2009-09-09	InCorp Services, Inc	—	Active

Licenses & authorities

3 records

Source: DE business licenses historical · FL DFS insurance licensees·verified at source

3 licenses

Valid 1Not reported 2

Held in Montana

State	License / ID	Type	Issued	Status
Delaware	2018600784	—	—	Unknown
address 2 2485 MANLEY RD business name WEALTHVEST MARKETING INC category SALES REPRESENTATIVE city BOZEMAN current license valid from 2019-01-01T00:00:00.000 current license valid to 2019-12-31T00:00:00.000 geocoded location latitude: 45.704213 · longitude: -111.0411 · human address: address: 2485 MANLEY RD · city: BOZEMAN · state: MT · zip: 597159399 license number 2018600784 snapshot date 2017-12-31T00:00:00.000 state MT zip 597159399 Source: DE business licenses historical · document dtx-licenses/0e1e7493b9bce402173d0e42
Delaware	2018600784	—	—	Unknown
address 2 2485 MANLEY RD business name WEALTHVEST MARKETING INC category SALES REPRESENTATIVE city BOZEMAN current license valid from 2019-01-01T00:00:00.000 current license valid to 2019-12-31T00:00:00.000 geocoded location latitude: 45.704213 · longitude: -111.0411 · human address: address: 2485 MANLEY RD · city: BOZEMAN · state: MT · zip: 597159399 license number 2018600784 snapshot date 2018-12-31T00:00:00.000 state MT zip 597159399 Source: DE business licenses historical · document dtx-licenses/3d6f1d3e018ec8313f1f1ec6
Florida	L065925	—	—	VALID
business address 1 2485 MANLEY RD business city BOZEMAN business phone 4065514847 business state MT business zip 59715 email address KFAULS@WEALTHVEST.COM full name WEALTHVEST MARKETING, INC license issue date 1/29/2010 12:00:00 AM license number L065925 license status VALID license type class AGENCY LICENSE license type class code 2105 licensee kind business mailing address 1 2585 MANLEY ROAD mailing city BOZEMAN mailing state MT mailing zip 59715 npn 14897494 residency type Non-Resident source file AllValidLicensesBusiness.csv Source: FL DFS insurance licensees · document dtx-licenses/337bfb872290038de72a87bd

Loans

2 records

Source: SBA PPP loans·verified at source

$1.6M

2020

$1.6M

2021

SBA loan approvals to WEALTHVEST MARKETING, INC. by year — PPP and 7(a)/504 amounts as filed.

Amount	Approved	Lender	Jobs	Status
$1,589,600	04/08/2020	Stockman Bank of Montana	87	Paid in Full
borrower address 2485 MANLEY RD borrower city BOZEMAN borrower name WEALTHVEST MARKETING, INC. borrower state MT borrower zip 59715-9399 business age description Existing or more than 2 years old business type Subchapter S Corporation congressional district MT-01 current approval amount 1589600 date approved 04/08/2020 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 1602970.06 forgiveness date 02/18/2021 franchise name — gender Unanswered health care proceed 63586.33 hubzone indicator N initial approval amount 1589600 jobs reported 87 lmi indicator N loan number 8617397002 loan status Paid in Full loan status date 04/03/2021 mortgage interest proceed 1430634.18 naics code 523999 non profit — originating lender Stockman Bank of Montana originating lender city MILES CITY originating lender location id 41971 originating lender state MT payroll proceed — processing method PPP project city BOZEMAN project county name GALLATIN project state MT project zip 59715-9399 race Unanswered refinance eidl proceed — rent proceed 95379.49 rural urban indicator R sba guaranty percentage 100 sba office code 0885 servicing lender address 700 Main St servicing lender city MILES CITY servicing lender location id 41971 servicing lender name Stockman Bank of Montana servicing lender state MT servicing lender zip 59301-3122 term 24 undisbursed amount 0 utilities proceed — veteran Unanswered Source: SBA PPP loans · document sba-ppp/8617397002
$1,589,658	02/03/2021	Stockman Bank of Montana	87	Paid in Full
borrower address 2485 Manley Rd borrower city Bozeman borrower name WEALTHVEST MARKETING INC. borrower state MT borrower zip 59715-9399 business age description Existing or more than 2 years old business type Subchapter S Corporation congressional district MT-01 current approval amount 1589658 date approved 02/03/2021 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 1603420.52 forgiveness date 12/22/2021 franchise name — gender Unanswered health care proceed — hubzone indicator N initial approval amount 1589658 jobs reported 87 lmi indicator N loan number 2612318403 loan status Paid in Full loan status date 01/22/2022 mortgage interest proceed — naics code 524291 non profit — originating lender Stockman Bank of Montana originating lender city MILES CITY originating lender location id 41971 originating lender state MT payroll proceed 1589656 processing method PPS project city Bozeman project county name GALLATIN project state MT project zip 59715-9399 race Unanswered refinance eidl proceed — rent proceed — rural urban indicator R sba guaranty percentage 100 sba office code 0885 servicing lender address 700 Main St servicing lender city MILES CITY servicing lender location id 41971 servicing lender name Stockman Bank of Montana servicing lender state MT servicing lender zip 59301-3122 term 59 undisbursed amount 0 utilities proceed 1 veteran Unanswered Source: SBA PPP loans · document sba-ppp/2612318403

H-1B

3 records

Source: DOL h1b disclosure·verified at source

3 LCA filings

Certified 3

Offered wage median $82,514 · range $82,514–$104,125 · FY 2012–2015Financial accountant (internal) 3

Case	Filed	Job title	Wage	Worksite	Status
I-200-15191-981615	2015-07-20	FINANCIAL ACCOUNTANT (INTERNAL)	104125 -/yr	SAN FRANCISCO	CERTIFIED
attorney agent city PORTLAND attorney agent name BRENT RENISON attorney agent state OR case number I-200-15191-981615 case status CERTIFIED decision date 2015-07-24T00:00:00 employer address1 2485 MANLEY ROAD employer address2 SUITE A employer city BOZEMAN employer country UNITED STATES OF AMERICA employer name WEALTHVEST MARKETING, INC. employer phone 4152339501 employer postal code 59715 employer state MT employment begin date 11/16/2015 employment end date 11/16/2018 fiscal year 2015 full time position Y h1b dependent N job title FINANCIAL ACCOUNTANT (INTERNAL) naics code 524210 prevailing wage 103106.00 pw unit of pay Year pw wage level Level IV received date 2015-07-20T00:00:00 soc code 13-2011 soc title ACCOUNTANTS AND AUDITORS source file H-1B_Disclosure_Data_FY15_Q4 total worker positions 1 visa class H-1B wage rate from 104125 - wage unit of pay Year willful violator N worksite city SAN FRANCISCO worksite county SAN FRANCISCO worksite postal code 94104 worksite state CA Source: DOL h1b disclosure · document dol-h1b/I-200-15191-981615
I-200-12171-217393	2012-06-19	FINANCIAL ACCOUNTANT (INTERNAL)	$82,514/yr	SAN FRANCISO	CERTIFIED
case number I-200-12171-217393 case status CERTIFIED decision date 2012-06-25T00:00:00 employer address1 2485 MANLEY ROAD employer city BOZEMAN employer name WEALTHVEST MARKETING, INC. employer postal code 59715 employer state MT employment begin date 2012-11-16T00:00:00 employment end date 2015-11-15T00:00:00 fiscal year 2012 full time position Y job title FINANCIAL ACCOUNTANT (INTERNAL) naics code 524210 prevailing wage 82514 pw unit of pay Year received date 2012-06-19T00:00:00 soc code 13-2011 soc title Accountants and Auditors source file LCA_FY2012_Q4 total worker positions 1 visa class H-1B wage rate from 82514 wage rate to — wage unit of pay Year worksite city SAN FRANCISO worksite state CA Source: DOL h1b disclosure · document dol-h1b/I-200-12171-217393
I-200-12137-487219	2012-06-01	FINANCIAL ACCOUNTANT (INTERNAL)	$82,514/yr	SAN FRANCISCO	CERTIFIED
case number I-200-12137-487219 case status CERTIFIED decision date 2012-06-11T00:00:00 employer address1 1007 EAST MAIN STREET employer city BOZEMAN employer name WEALTHVEST MARKETING, INC. employer postal code 59715 employer state MT employment begin date 2012-11-16T00:00:00 employment end date 2015-11-15T00:00:00 fiscal year 2012 full time position Y job title FINANCIAL ACCOUNTANT (INTERNAL) naics code 524210 prevailing wage 82514 pw unit of pay Year received date 2012-06-01T00:00:00 soc code 13-2011 soc title Accountants and Auditors source file LCA_FY2012_Q4 total worker positions 1 visa class H-1B wage rate from 82514 wage rate to — wage unit of pay Year worksite city SAN FRANCISCO worksite state CA Source: DOL h1b disclosure · document dol-h1b/I-200-12137-487219

401(k)

12 records

Source: DOL Form 5500 series (EBSA)·verified at source

Employee-benefit plan filings by WEALTHVEST MARKETING, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.

Employees (modeled)	≈118 · plan year 2024
Est. annual revenue (modeled)	$36.6M
Retirement plan assets	$6.3M
Benefit plans	401(k) plan on file
Filing history	12 plan years filed, 2013–2024
Sponsor EIN	27-0329611

$1.1M

2013

$5.4M

2014

$10.5M

2015

$10M

2016

$11M

2017

$16.4M

2018

$17.9M

2019

$15.3M

2020

$17.5M

2021

$24.9M

2022

$30.9M

2023

$36.6M

2024

Modeled annual revenue for WEALTHVEST MARKETING, INC. by plan year, estimated from Form 5500 participant counts.

Plan year	Employees (est.)	Participants	Plan assets	Revenue (est.)	401(k)
2024	≈118	133 (106 active)	$6.3M	$36.6M	401(k)
active participants 106 ein 270329611 employees est 118 employer contrib usd 342176 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 1 has 401k true has pension plan true has welfare plan true headcount basis active headcount suspect false is operating employer true last received 2025-06-25 naics 541990 naics rpe level 541990 naics rpe usd 261286.6 name WEALTHVEST MARKETING, INC. participant contrib usd 989781 payroll est usd 14139729 plan assets usd 6255281 plan count 2 revenue est headcount usd 30831819 revenue est payroll usd 43400026 revenue est usd 36580073 signer name MARA KAREL state MT total participants 133 year 2024 Source: DOL Form 5500 series (EBSA) · plan year 2024 · EIN 27-0329611
2023	≈122	136 (110 active)	$5.1M	$30.9M	401(k)
active participants 110 ein 270329611 employees est 122 employer contrib usd 296275 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2024-06-27 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 872630 payroll est usd 12466143 plan assets usd 5081784 plan count 1 revenue est headcount usd 31233842 revenue est payroll usd 30576755 revenue est usd 30903552 signer name MARA KAREL state MT total participants 136 year 2023 Source: DOL Form 5500 series (EBSA) · plan year 2023 · EIN 27-0329611
2022	≈91	106 (82 active)	$3.6M	$24.9M	401(k)
active participants 82 ein 270329611 employees est 91 employer contrib usd 266666 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2023-06-23 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 759101 payroll est usd 10844300 plan assets usd 3590727 plan count 1 revenue est headcount usd 23297374 revenue est payroll usd 26598725 revenue est usd 24893382 signer name MARA KAREL state MT total participants 106 year 2022 Source: DOL Form 5500 series (EBSA) · plan year 2022 · EIN 27-0329611
2021	≈74	94 (67 active)	$3.2M	$17.5M	401(k)
active participants 67 ein 270329611 employees est 74 employer contrib usd 162279 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2022-07-14 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 461821 payroll est usd 6597443 plan assets usd 3218347 plan count 1 revenue est headcount usd 18945117 revenue est payroll usd 16182102 revenue est usd 17509192 signer name MARA KAREL state MT total participants 94 year 2021 Source: DOL Form 5500 series (EBSA) · plan year 2021 · EIN 27-0329611
2020	≈74	127 (67 active)	$2.4M	$15.3M	401(k)
active participants 67 ein 270329611 employees est 74 employer contrib usd 80576 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2021-10-15 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 352116 payroll est usd 5030229 plan assets usd 2380435 plan count 1 revenue est headcount usd 18945117 revenue est payroll usd 12338064 revenue est usd 15288756 signer name MARA JOHNSON state MT total participants 127 year 2020 Source: DOL Form 5500 series (EBSA) · plan year 2020 · EIN 27-0329611
2019	≈90	129 (81 active)	$1.9M	$17.9M	401(k)
active participants 81 ein 270329611 employees est 90 employer contrib usd 130459 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2020-10-21 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 396305 payroll est usd 5661500 plan assets usd 1920550 plan count 1 revenue est headcount usd 23041359 revenue est payroll usd 13886436 revenue est usd 17887492 signer name WEALTHVEST state MT total participants 129 year 2019 Source: DOL Form 5500 series (EBSA) · plan year 2019 · EIN 27-0329611
2018	≈87	106 (78 active)	$1.2M	$16.4M	401(k)
active participants 78 ein 270329611 employees est 87 employer contrib usd 135304 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2019-07-18 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 343505 payroll est usd 4907214 plan assets usd 1232250 plan count 1 revenue est headcount usd 22273314 revenue est payroll usd 12036336 revenue est usd 16373426 signer name SCOTT ST GERMAIN state MT total participants 106 year 2018 Source: DOL Form 5500 series (EBSA) · plan year 2018 · EIN 27-0329611
2017	≈63	80 (57 active)	$866,565	$11M	401(k)
active participants 57 ein 270329611 employees est 63 employer contrib usd 71905 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2018-07-26 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 214574 payroll est usd 3065343 plan assets usd 866565 plan count 1 revenue est headcount usd 16128951 revenue est payroll usd 7518624 revenue est usd 11012153 signer name SCOTT ST GERMAIN state MT total participants 80 year 2017 Source: DOL Form 5500 series (EBSA) · plan year 2017 · EIN 27-0329611
2016	≈68	73 (61 active)	$496,191	$10M	401(k)
active participants 61 ein 270329611 employees est 68 employer contrib usd 85329 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2017-07-31 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 164062 payroll est usd 2343743 plan assets usd 496191 plan count 1 revenue est headcount usd 17409027 revenue est payroll usd 5748695 revenue est usd 10003959 signer name MRIDULA KULKARNI state CA total participants 73 year 2016 Source: DOL Form 5500 series (EBSA) · plan year 2016 · EIN 27-0329611
2015	≈69	64 (62 active)	$290,667	$10.5M	401(k)
active participants 62 ein 270329611 employees est 69 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2016-07-11 naics 541600 naics rpe level 5416 naics rpe usd 256015.1 name WEALTHVEST MARKETING participant contrib usd 179268 payroll est usd 2560971 plan assets usd 290667 plan count 1 revenue est headcount usd 17665042 revenue est payroll usd 6281510 revenue est usd 10533904 signer name MRIDULA KULKARNI state CA total participants 64 year 2015 Source: DOL Form 5500 series (EBSA) · plan year 2015 · EIN 27-0329611

WEALTHVEST MARKETING, INC.

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