Bannerman Wealth Management Group, LLC

Colorado
Registered In
01/22/2020
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Bannerman Wealth Management Group, LLC in Lewisville, TX was registered on 01/22/2020. It is listed at 2560 King Arthur Blvd STE 124-46, Lewisville, Tx 75056.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Foreign Limited Liability Company
Status
Withdrawn
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2560 KING ARTHUR BLVD STE 124-46, LEWISVILLE, TX 75056 View Map

Financial Information for Bannerman Wealth Management Group, LLC

Form 5500

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

2560 King Arthur Blvd. Suite 124-46, Lewisville, Tx 75056 (214) 919-4448 EIN:26-4721085 Plan Admin:Joshua K Bannerman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBANNERMAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$165,461 / $280,909 2023 BANNERMAN WEALTH 401(K) PLAN - Plan #001 6 / 6 $165,461 / $280,909
2022 Plan NameBANNERMAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$87,158 / $165,461 2022 BANNERMAN WEALTH 401(K) PLAN - Plan #001 5 / 6 $87,158 / $165,461
2021 Plan NameBANNERMAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$16,150 / $87,158 2021 BANNERMAN WEALTH 401(K) PLAN - Plan #001 4 / 4 $16,150 / $87,158
2020 Plan NameBANNERMAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $16,150 2020 BANNERMAN WEALTH 401(K) PLAN - Plan #001 0 / 4 $0 / $16,150
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

2801 Seven Shield Ln, Lewisville, TX 75056
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$60,800 Forgiven$61,333 LenderThe American National Bank of Texas Jobs3 04/30/2020 $60,800 $61,333 The American National Bank of Texas 3
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

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