The first section of the Task Tracker is the Company Information section. Here you will share information regarding your company, its ownership, its physical location and formation.
Company Info Section Video Walkthrough
Company Name
Enter your company's information including your company entity’s legal name and the name you are doing business as, if applicable.
Click Save and Continue to move on to the next tab
Basic Information
In this section fill out the details about your company's EIN or employer identification number, the businesses' physical address and the business phone number.
Click Save and Continue to move on to the next tab
Formation information
Fill out the information regarding Company Entity Type. From the drop down menu select the state of registration and the fiscal year end, which is the last day or your business’s one-year or 12 month accounting period.
Click Save and Continue to move on to the next tab
Company Ownership
In this section you will need to disclose whether or not your company is part of a controlled group. A controlled group implies that your business or owners own any other companies that have employees. Find more detailed information on controlled groups in our resource document or contact help@vestwell to discuss further.
Note: Businesses with common ownership could have potential impact on your plan. But don’t worry, our representative will reach out to you about the next steps.
Click Save and Continue to move on to the next section, 'Administration'.