Bcr Wealth Strategies, LLC
Alabama
Alabama
Registered In
02/08/2002
Incorp. Date
Company Summary
Bcr Wealth Strategies, LLC in Alabama lists Marshall Rathmell of Vestavia Hills, AL as the associate.
- Registered In
- Alabama
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Exists
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Rathmell, Marshall
Registered Agent
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1952 URBAN CENTER PKWY, VESTAVIA HILLS, AL 35242
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Marshall Rathmell
Member
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1952 URBAN CENTER PKWY, VESTAVIA HILLS, AL 35242
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Financial Information for Bcr Wealth Strategies, LLC
Form 5500
BCR WEALTH STRATEGIES, LLC
1952 Urban Center Parkway, Vestavia, Al 35242 (205) 298-1234 EIN:94-3723851 Plan Admin:Marshall Rathmell| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBCR WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$2,186,368 / $2,047,830 | 2022 | BCR WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 | 10 / 14 | $2,186,368 / $2,047,830 |
| 2021 | Plan NameBCR WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,563,856 / $2,186,368 | 2021 | BCR WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 | 10 / 10 | $1,563,856 / $2,186,368 |
| 2020 | Plan NameBCR WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,304,193 / $1,563,856 | 2020 | BCR WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 | 11 / 10 | $1,304,193 / $1,563,856 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BCR WEALTH STRATEGIES, LLC
1952 Urban Center Drive Suite 100, VESTAVIA, AL 35242-2594 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$153,600 Forgiven$154,458 LenderUnited Community Bank Jobs9 | 04/07/2020 | $153,600 | $154,458 | United Community Bank | 9 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Rathmell Marshall - Vestavia Hills, AL
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Bubbe Moshe LLC
Registered in Alabama
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Vestavia Hills, AL | View Report | |
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Rcb Properties, LLC
Registered in Alabama
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Birmingham, 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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