Bluesky Wealth Advisors, LLC at 1811 Santa Rita Rd STE 214, Pleasanton, Ca 94566 lists Bluesky Management Team, Llc and David L. Blain of New Bern, NC.
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Registered Agents Inc
Registered 1505 Agent
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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Bluesky Management Team, Llc
Manager
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2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
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David L. Blain
CEO
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2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
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1811 SANTA RITA RD STE 214, PLEASANTON, CA 94566
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2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 18 Assets BOY/EOY$2,276,094 / $2,681,371 | 2023 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 18 | $2,276,094 / $2,681,371 |
| 2022 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$2,913,834 / $2,276,094 | 2022 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 25 / 24 | $2,913,834 / $2,276,094 |
| 2021 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,178,956 / $2,913,834 | 2021 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 25 / 25 | $2,178,956 / $2,913,834 |
| 2020 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 25 Assets BOY/EOY$1,432,396 / $2,178,956 | 2020 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 20 / 25 | $1,432,396 / $2,178,956 |
| 2019 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,270,001 / $1,432,396 | 2019 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 18 | $1,270,001 / $1,432,396 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/07/2020 | Approved$232,000 Forgiven$233,361 LenderLive Oak Banking Company Jobs17 | 04/07/2020 | $232,000 | $233,361 | Live Oak Banking Company | 17 |
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