Rockbridge Wealth Management, Inc.
Alabama
Alabama
Registered In
05/30/2002
Incorp. Date
Company Summary
Rockbridge Wealth Management, Inc. at Fairhope, Al lists Baggerly, Mark L and Bell, Damian M as the associates.
- Registered In
- Alabama
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Corporation
- Status
- Exists
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Bell, Damian M
Registered Agent
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9812 MILLWOOD CRK, DAPHNE, AL 36527
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Baggerly, Mark L
Incorporator
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Bell, Damian M
Incorporator
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FAIRHOPE, AL
View Map
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Financial Information for Rockbridge Wealth Management, Inc.
Form 5500
ROCKBRIDGE WEALTH MANAGEMENT, INC.
9812 Millwood Circle, Daphne, Al 36527 (251) 990-3456 EIN:81-0553790 Plan Admin:Damian Bell| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,028,516 / $685,790 | 2022 | ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $1,028,516 / $685,790 |
| 2021 | Plan NameROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$949,571 / $1,028,516 | 2021 | ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $949,571 / $1,028,516 |
| 2020 | Plan NameROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$911,341 / $949,571 | 2020 | ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $911,341 / $949,571 |
| 2019 | Plan NameROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$707,265 / $911,341 | 2019 | ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 5 / 6 | $707,265 / $911,341 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ROCKBRIDGE WEALTH MANAGEMENT INC.
9812 Millwood Cir, Spanish Fort, AL 36527-5448 Industry:All Other Professional, Scientific, and Technical Services Ethnicity:Not Hispanic or Latino Race:Black or African American| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/06/2021 | Approved$105,419 Forgiven$106,155 LenderLoan Source Incorporated Jobs6 | 02/06/2021 | $105,419 | $106,155 | Loan Source Incorporated | 6 |
| 04/06/2020 | Approved$130,500 Forgiven$131,627 LenderTrustmark National Bank Jobs6 | 04/06/2020 | $130,500 | $131,627 | Trustmark National Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Bell Damian M - Daphne, AL
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Bell Real Estate, LLC
Registered in Alabama
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Daphne, AL | View Report |
The following government agencies have contributed data:
Alabama Secretary of State U.S. Department of Labor U.S. Small Business Administration
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