Levy Tax and Consulting, L.L.C. at 1040 Crown Pointe Pkwy STE 775, Atlanta, Ga 30338 lists Levy, Andrea of Dunwoody, GA.
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Levy, Andrea
Registered Agent
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1884 WALBURY DR, DUNWOODY, GA 30338
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1040 CROWN POINTE PKWY STE 775, ATLANTA, GA 30338
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLEVY TAX & CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY35 / 33 Assets BOY/EOY$1,363,650 / $1,287,146 | 2023 | LEVY TAX & CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 35 / 33 | $1,363,650 / $1,287,146 |
| 2022 | Plan NameLEVY TAX & CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY38 / 35 Assets BOY/EOY$1,560,848 / $1,363,650 | 2022 | LEVY TAX & CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 38 / 35 | $1,560,848 / $1,363,650 |
| 2021 | Plan NameLEVY TAX & CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 37 Assets BOY/EOY$1,094,742 / $1,560,848 | 2021 | LEVY TAX & CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 32 / 37 | $1,094,742 / $1,560,848 |
| 2020 | Plan NameLEVY TAX AND CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY30 / 32 Assets BOY/EOY$824,368 / $1,094,742 | 2020 | LEVY TAX AND CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 30 / 32 | $824,368 / $1,094,742 |
| 2019 | Plan NameLEVY TAX AND CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 30 Assets BOY/EOY$506,932 / $824,368 | 2019 | LEVY TAX AND CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 30 | $506,932 / $824,368 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$349,454 Forgiven$351,697 LenderSynovus Bank Jobs23 | 04/06/2020 | $349,454 | $351,697 | Synovus Bank | 23 |
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