Wellspring Advisory Services, LLC
Georgia
Registered In
02/06/2012
Incorp. Date
Company Summary
Wellspring Advisory Services, LLC at 3525 Piedmont Rd BLDG 6 STE 420, Atlanta, Ga 30305 lists Tolleson, Jr., Thomas M. 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
|
Tolleson, Jr., Thomas M.
Registered Agent
|
3525 PIEDMONT RD BLDG 6 STE 420, ATLANTA, GA 30305
|
Map & Locations
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3525 PIEDMONT RD BLDG 6 STE 420, ATLANTA, GA 30305
View Map
|
Financials
Financial Information for Wellspring Advisory Services, LLC
Form 5500
WELLSPRING ADVISORY SERVICES, LLC
2795 Peachtree Road NW UNIT 1408, Atlanta, Ga 30305 (404) 261-6630 EIN:45-4549285 Plan Admin:Tom Tolleson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWELLSPRING ADVISORY SERVICES, LLC 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,694,760 / $2,221,449 | 2022 | WELLSPRING ADVISORY SERVICES, LLC 401(K) PLAN - Plan #002 | 2 / 2 | $1,694,760 / $2,221,449 |
| 2022 | Plan NameWELLSPRING ADVISORY SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$1,050,450 / $0 | 2022 | WELLSPRING ADVISORY SERVICES RETIREMENT PLAN - Plan #001 | 2 / 0 | $1,050,450 / $0 |
| 2021 | Plan NameWELLSPRING ADVISORY SERVICES, LLC 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $1,694,760 | 2021 | WELLSPRING ADVISORY SERVICES, LLC 401(K) PLAN - Plan #002 | 2 / 2 | $0 / $1,694,760 |
| 2021 | Plan NameWELLSPRING ADVISORY SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,393,036 / $1,050,450 | 2021 | WELLSPRING ADVISORY SERVICES RETIREMENT PLAN - Plan #001 | 2 / 2 | $2,393,036 / $1,050,450 |
| 2020 | Plan NameWELLSPRING ADVISORY SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,705,049 / $2,393,036 | 2020 | WELLSPRING ADVISORY SERVICES RETIREMENT PLAN - Plan #001 | 2 / 2 | $1,705,049 / $2,393,036 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WELLSPRING ADVISORY SERVICES LLC
3525 Piedmont Road #6-420, Atlanta, Ga 30305| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/06/2020 | Approved$50,937 Forgiven$51,509 LenderWells Fargo Bank, National Association Jobs2 | 05/06/2020 | $50,937 | $51,509 | Wells Fargo Bank, National Association | 2 |
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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