Bill Spalding Wealth Management, Inc.

Atlanta, GA

Georgia

Registered In

12/10/1996

Incorp. Date

Company Summary

Bill Spalding Wealth Management, Inc. at 3060 Peachtree Rd NW STE 250, Atlanta, Ga 30305 lists William B Spalding of Atlanta, GA as the associate.

Overview

Registered In

Georgia

Incorporation Date

12/10/1996

Company Type

Domestic Profit Corporation

Status

Active/Compliance

Registration Type

Domestic

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People

William B. Spalding Registered Agent	3060 PEACHTREE RD NW STE 250, ATLANTA, GA 30305
William B Spalding CEO	3060 PEACHTREE RD NWSUITE 250, ATLANTA, GA 30305
William B Spalding CFO	3060 PEACHTREE RD NWSUITE 250, ATLANTA, GA 30305
William B Spalding Secretary	3060 PEACHTREE RD NWSUITE 250, ATLANTA, GA 30305

Map & Locations

3060 PEACHTREE RD NW STE 250, ATLANTA, GA 30305 View Map

Financials

Financial Information for Bill Spalding Wealth Management, Inc.

Form 5500

BILL SPALDING WEALTH MANAGEMENT, INC.

3060 Peachtree Rd., NW Suite 250, Atlanta, Ga 30305 (404) 255-3331 EIN:58-2282108 Plan Admin:Stephanie Spalding

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN Plan #003 Participants BOY/EOY4 / 2 Assets BOY/EOY$1,344,996 / $1,464,542	2023	BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN - Plan #003	4 / 2	$1,344,996 / $1,464,542
2022	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,570,277 / $1,344,996	2022	BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN - Plan #003	4 / 4	$1,570,277 / $1,344,996
2021	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,417,763 / $1,570,277	2021	BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN - Plan #003	4 / 4	$1,417,763 / $1,570,277
2020	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,496,303 / $1,417,763	2020	BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN - Plan #003	4 / 4	$1,496,303 / $1,417,763
2020	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #004 Participants BOY/EOY2 / 0 Assets BOY/EOY$1,717,880 / $0	2020	BILL SPALDING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #004	2 / 0	$1,717,880 / $0
2019	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #004 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,445,540 / $1,717,880	2019	BILL SPALDING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #004	2 / 2	$1,445,540 / $1,717,880
2019	Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,255,392 / $1,496,303	2019	BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN - Plan #003	4 / 4	$1,255,392 / $1,496,303

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BILL SPALDING WEALTH MANAGEMENT INC

3060 Peachtree Rd STE 250, Atlanta, Ga 30305-2207

Loan Date	Approved	Forgiven	Lender	Jobs
07/31/2020	Approved$57,988 Forgiven$58,498 LenderFirst Horizon Bank Jobs3	07/31/2020	$57,988	$58,498	First Horizon Bank	3

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor • U.S. Small Business Administration