Advice Interactive Group, LLC

Harvard Young Individual Agent	123 TAROCCO, IRVINE, CA 92618
Bernadette Orr Coleman CEO	1822 CHILDRESS LN, ALLEN, TX 75013
Thomas Wayne Coleman Manager	1822 CHILDRESS LN, ALLEN, TX 75013

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415 29TH ST STE A, NEWPORT BEACH, CA 92663 View Map
7850 COLLIN MCKINNEY PKWY STE 300, MCKINNEY, TX 75070 (Mailing) View Map

Form 5500

6804 Knollwood Drive, Mckinney, Tx 75072 (972) 369-2499 EIN:26-3942491 Plan Admin:Thomas Coleman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$103,059 / $133,920	2023	ADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	12 / 11	$103,059 / $133,920
2022	Plan NameADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$114,194 / $103,059	2022	ADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	12 / 11	$114,194 / $103,059
2021	Plan NameADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$105,779 / $114,194	2021	ADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	14 / 12	$105,779 / $114,194
2020	Plan NameADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 14 Assets BOY/EOY$91,950 / $105,779	2020	ADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	20 / 14	$91,950 / $105,779
2019	Plan NameADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY28 / 20 Assets BOY/EOY$78,785 / $91,950	2019	ADVICE INTERACTIVE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	28 / 20	$78,785 / $91,950

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7850 Collin Mckinney Pkwy STE 300, Mckinney, Tx 75070-1405 Industry:Marketing Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/05/2020	Approved$562,300 Forgiven$569,657 LenderValliance Bank Jobs50	04/05/2020	$562,300	$569,657	Valliance Bank	50

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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

Company Summary