Truewealth, LLC
Georgia
Registered In
03/25/2011
Incorp. Date
Company Summary
Truewealth, LLC at 3630 Peachtree Rd NE STE 300, Atlanta, Ga 30326 lists Heard, James W. of Atlanta, GA.
- Registered In
- Georgia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active/Compliance
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Heard, James W.
Registered Agent
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3630 PEACHTREE RD NE STE 300, ATLANTA, GA 30326
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3630 PEACHTREE RD NE STE 300, ATLANTA, GA 30326
View Map
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Financial Information for Truewealth, LLC
Form 5500
TRUEWEALTH, LLC
146 Mayfield Rd, Alpharetta, Ga 30009 (770) 335-1984 EIN:45-1063176 Plan Admin:Dwayne Samples| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameTRUEWWEALTH, LLC 401 (K) PLAN Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$21,000 / $0 | 2021 | TRUEWWEALTH, LLC 401 (K) PLAN - Plan #001 | 0 / 0 | $21,000 / $0 |
| 2020 | Plan NameTRUEWEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY35 / 14 Assets BOY/EOY$4,387,517 / $2,098,808 | 2020 | TRUEWEALTH, LLC 401(K) PLAN - Plan #001 | 35 / 14 | $4,387,517 / $2,098,808 |
| 2019 | Plan NameTRUEWEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 35 Assets BOY/EOY$3,282,021 / $4,387,517 | 2019 | TRUEWEALTH, LLC 401(K) PLAN - Plan #001 | 36 / 35 | $3,282,021 / $4,387,517 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRUEWEALTH, LLC
3630 PEACHTREE RD NE Suite 300, ATLANTA, GA 30326-1500| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$628,224 Forgiven$632,596 LenderSynovus Bank Jobs36 | 04/10/2020 | $628,224 | $632,596 | Synovus Bank | 36 |
PPP Loans based on Paycheck Protection Program.
Address Match:3630 Peachtree Rd Ne Ste 300 Atlanta, GA
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Windham Brannon Personal Planning Services, P.C.
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Truewealth Advisors, LLC
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Atlanta, GA | View Report | |
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Person/City Match:Heard James W - Atlanta, 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
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