Invoke Tax Partners, LLC at 5353 N Federal Hwy STE 403, Fort Lauderdale, FL 33308 lists Bass Preston and Raymond Jerrod of Dallas, TX as the associates.
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Bass Preston
Registered Agent
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5353 N FEDERAL HWY, FORT LAUDERDALE, FL 32751
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Bass Preston
CFO
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12221 MERIT DR STE 1200, DALLAS, TX 75251
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Raymond Jerrod
Manager
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12221 MERIT DR, DALLAS, TX 75251
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5353 N FEDERAL HWY STE 403, FORT LAUDERDALE, FL 33308
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5353 N FEDERAL HWY STE 403, FORT LAUDERDALE, FL 32751
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINVOKE TAX PARTNERS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY104 / 0 Assets BOY/EOY$4,703,300 / $0 | 2023 | INVOKE TAX PARTNERS, LLC 401(K) PLAN - Plan #002 | 104 / 0 | $4,703,300 / $0 |
| 2022 | Plan NameINVOKE TAX PARTNERS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY98 / 104 Assets BOY/EOY$5,422,552 / $4,703,300 | 2022 | INVOKE TAX PARTNERS, LLC 401(K) PLAN - Plan #002 | 98 / 104 | $5,422,552 / $4,703,300 |
| 2021 | Plan NameINVOKE TAX PARTNERS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY72 / 98 Assets BOY/EOY$0 / $5,422,552 | 2021 | INVOKE TAX PARTNERS, LLC 401(K) PLAN - Plan #002 | 72 / 98 | $0 / $5,422,552 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/13/2021 | Approved$1,353,684 Forgiven$1,366,331 LenderCiera Bank Jobs81 | 02/13/2021 | $1,353,684 | $1,366,331 | Ciera Bank | 81 |
| 04/07/2020 | Approved$1,423,888 Forgiven$1,435,786 LenderCiera Bank Jobs83 | 04/07/2020 | $1,423,888 | $1,435,786 | Ciera Bank | 83 |
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Invoke Tax Partners, LLC
Registered in Georgia
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Atlanta, GA Dallas, TX | View Report | |
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Invoke Tax Partners, LLC
Registered in Texas
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Dallas, TX | View Report |
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