Sard Wealth Management Group, LLC
Georgia
Registered In
02/28/2007
Incorp. Date
Company Summary
Sard Wealth Management Group, LLC at 5605 Glenridge Dr STE 895, Atlanta, Ga 30342 lists Jonathan Sard of Atlanta, GA.
Overview
Registered In
Georgia
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
Registration Type
Domestic
Search Other Resources
People
|
Jonathan Sard
Registered Agent
|
5605 GLENRIDGE DR STE 895, ATLANTA, GA 30342
|
Map & Locations
|
5605 GLENRIDGE DR STE 895, ATLANTA, GA 30342
View Map
|
Financials
Financial Information for Sard Wealth Management Group, LLC
Form 5500
SARD WEALTH MANAGEMENT GROUP, LLC
5607 Glenridge Drive NE Suite 275, Atlanta, Ga 30342 (404) 843-4483 EIN:90-0956053 Plan Admin:Jonathan Sard| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,447,651 / $1,491,824 | 2023 | SARD WEALTH MANAGEMENT GROUP, LLC 401(K) P/S PLAN - Plan #001 | 3 / 4 | $1,447,651 / $1,491,824 |
| 2022 | Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,644,709 / $1,447,651 | 2022 | SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,644,709 / $1,447,651 |
| 2021 | Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,394,167 / $1,644,709 | 2021 | SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,394,167 / $1,644,709 |
| 2020 | Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,094,736 / $1,394,167 | 2020 | SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,094,736 / $1,394,167 |
| 2019 | Plan NameSARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$846,908 / $1,094,736 | 2019 | SARD WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $846,908 / $1,094,736 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SARD WEALTH MANAGEMENT GROUP LLC
5605 Glenridge Dr Suite 895, Atlanta, Ga 30342 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$47,535 Forgiven$47,993 LenderFirst Horizon Bank Jobs3 | 04/28/2020 | $47,535 | $47,993 | 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
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