Laurie Nelson, Inc.

Jon A. Green Registered Agent	102 GROVELAND DR, PEACHTREE CITY, GA 30269
Laurie Nelson CEO	12 YORK TRCE, CARTERSVILLE, GA 30121
Laurie Nelson CFO	12 YORK TRCE, CARTERSVILLE, GA 30121
Laurie Nelson Secretary	12 YORK TRCE, CARTERSVILLE, GA 30121

36 A 36, MARIETTA, GA 30064 View Map

Form 5500

707 Whitlock Ave ST A-36, Marietta, Ga 30064 (770) 427-3033 EIN:58-2467259 Plan Admin:Laurie Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$501,783 / $614,347	2023	LAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$501,783 / $614,347
2022	Plan NameLAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$738,500 / $501,783	2022	LAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 6	$738,500 / $501,783
2021	Plan NameLAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$629,604 / $738,500	2021	LAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$629,604 / $738,500
2020	Plan NameLAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$606,044 / $629,604	2020	LAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$606,044 / $629,604
2019	Plan NameLAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$457,713 / $606,044	2019	LAURIE NELSON INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$457,713 / $606,044

Benefit & Retirement Plans based on Form 5500.

PPP Loans

707 Whitlock Avenue Northwest, Marietta, GA 30064 Industry:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Loan Date	Approved	Forgiven	Lender	Jobs
02/07/2021	Approved$67,533 Forgiven$67,904 LenderSouthState Bank, National Association Jobs6	02/07/2021	$67,533	$67,904	SouthState Bank, National Association	6

PPP Loans based on Paycheck Protection Program.

Person/City Match:Jon A Green - Peachtree City, GA

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The following government agencies have contributed data:

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

Company Summary