Schlieman Wealth Management, LLC at 641 Spring ST Se, Gainesville, Ga 30501 lists Michael T. Smith of Lawrenceville, GA.
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Michael T. Smith
Registered Agent
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7 LUMPKIN ST, LAWRENCEVILLE, GA 30045
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641 SPRING ST SE, GAINESVILLE, GA 30501
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$811,901 / $1,091,227 | 2023 | SCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 6 / 6 | $811,901 / $1,091,227 |
| 2022 | Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$928,149 / $811,901 | 2022 | SCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $928,149 / $811,901 |
| 2021 | Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$718,289 / $928,149 | 2021 | SCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $718,289 / $928,149 |
| 2020 | Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC Plan #001 Participants BOY/EOY14 / 4 Assets BOY/EOY$1,581,876 / $718,289 | 2020 | SCHLIEMAN WEALTH MANAGEMENT, LLC - Plan #001 | 14 / 4 | $1,581,876 / $718,289 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$59,765 Forgiven$60,217 LenderSouthState Bank, National Association Jobs4 | 04/15/2020 | $59,765 | $60,217 | SouthState Bank, National Association | 4 |
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