Slatestone Wealth LLC

Bottoms, David N Jr Registered Agent

1734 ALEX AVE, AUBURN, AL 36830

4495 MILITARY TRL STE 207, JUPITER, FL 33458 View Map

Form 5500

661 University Blvd Suite 100, Jupiter, FL 33458 (864) 896-8171 EIN:61-1815919 Plan Admin:Michelle Bonney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 31 Assets BOY/EOY$1,062,454 / $1,370,772	2023	SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	23 / 31	$1,062,454 / $1,370,772
2022	Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 23 Assets BOY/EOY$820,717 / $1,062,454	2022	SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	25 / 23	$820,717 / $1,062,454
2021	Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 23 Assets BOY/EOY$477,621 / $820,717	2021	SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	20 / 23	$477,621 / $820,717
2020	Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 19 Assets BOY/EOY$896,307 / $477,621	2020	SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001	26 / 19	$896,307 / $477,621
2019	Plan NameSLATESTONE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 29 Assets BOY/EOY$572,704 / $896,307	2019	SLATESTONE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 29	$572,704 / $896,307

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MILITARY TRL4495 Military Trail, JUPITER, FL 33458-4839

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$481,500 Forgiven$484,679 LenderFirst Financial Bank Jobs26	04/07/2020	$481,500	$484,679	First Financial Bank	26

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Slatestone Wealth, LLC Registered in New York	Jupiter, FL	View Report
Slatestone Wealth, LLC Registered in Florida	Jupiter, FL	View Report
Slatestone Wealth, LLC Registered in Massachusetts	Jupiter, FL	View Report
Slatestone Wealth, LLC Registered in Wisconsin	Middleton, WI	View Report
Slatestone Wealth LLC Registered in Connecticut	Jupiter, FL	View Report
Slatestone Wealth, LLC Registered in North Carolina	Jupiter, FL	View Report

Address Match:4495 Military Trl Ste 207 Jupiter, FL

Bobbi & Steven Investment LLC Registered in Florida	Jupiter, FL Palm Beach Gardens, FL	View Report
Bobbi Brown Evolution LLC Registered in Florida	Jupiter, FL Palm Beach Gardens, FL	View Report
Slatestone Holdings LLC Registered in Florida	Jupiter, FL	View Report
Bobbi Brown Evolution L.L.C. Registered in Florida	Jupiter, FL Palm Beach Gardens, FL (1 more)	View Report
Slatestone Group, LLC Registered in Florida	Jupiter, FL Lynnfield, MA	View Report
Slatestone Partners, LLC Registered in Florida	Jupiter, FL	View Report
Slatestone Private Client LLC Registered in Massachusetts	Jupiter, FL	View Report
Slatestone Private Client, LLC Registered in Florida	Jupiter, FL	View Report
Ssw Realty Holdings, LLC Registered in Florida	Jupiter, FL	View Report

Address Match:4495 Military Trl Jupiter, FL

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The following government agencies have contributed data:

Alabama Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary