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Odyssey Personal Financial Advisors, LLC

Roswell, GA
Georgia
Registered In
06/01/2006
Incorp. Date

Company Summary

Odyssey Personal Financial Advisors, LLC at 500 Sun Valley Dr STE A-6, Roswell, Ga 30076 lists Watson , Lex A., II of Atlanta, GA.

Overview

Registered In
Georgia
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
Registration Type
Domestic
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People

Watson , Lex A., II Registered Agent
200 GALLERIA PARKWAYSUITE 500, ATLANTA, GA 30339

Map & Locations

500 SUN VALLEY DR STE A-6, ROSWELL, GA 30076 View Map

Financials

Financial Information for Odyssey Personal Financial Advisors, LLC

Form 5500

ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC

500 Sun Valley Drive A6, Roswell, Ga 30076 (770) 992-4444 EIN:20-4983478 Plan Admin:Morgan Law
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY4 / 4 Assets BOY/EOY$15,077 / $15,158 2023 ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN - Plan #501 4 / 4 $15,077 / $15,158
2022 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,321,802 / $2,309,020 2022 ODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN - Plan #001 7 / 7 $2,321,802 / $2,309,020
2022 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$86,371 / $178,990 2022 ODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN - Plan #002 7 / 7 $86,371 / $178,990
2022 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 4 Assets BOY/EOY$12,895 / $15,077 2022 ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN - Plan #501 5 / 4 $12,895 / $15,077
2021 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,699,745 / $2,321,802 2021 ODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN - Plan #001 6 / 7 $1,699,745 / $2,321,802
2021 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $86,371 2021 ODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN - Plan #002 7 / 7 $0 / $86,371
2021 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 5 Assets BOY/EOY$7,040 / $12,895 2021 ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN - Plan #501 5 / 5 $7,040 / $12,895
2020 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,391,468 / $1,699,745 2020 ODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN - Plan #001 6 / 6 $1,391,468 / $1,699,745
2020 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,386 / $7,040 2020 ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN - Plan #501 5 / 5 $2,386 / $7,040
2020 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $2,386 2020 ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN - Plan #501 5 / 5 $0 / $2,386
2019 Plan NameODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,125,230 / $1,391,468 2019 ODYSSEY PERSONAL FINANCIAL ADVISORS 401-K PROFIT SHARING PLAN - Plan #001 7 / 6 $1,125,230 / $1,391,468
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor
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