Owner Strategies, LLC
Georgia
Registered In
02/04/2003
Incorp. Date
Company Summary
Owner Strategies, LLC at 3440 Preston Ridge Rd STE 325, Alpharetta, Ga 30005 lists Jim Exley of Alpharetta, 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
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Jim Exley
Registered Agent
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3440 PRESTON RIDGE RD STE 325, ALPHARETTA, GA 30005
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3440 PRESTON RIDGE RD STE 325, ALPHARETTA, GA 30005
View Map
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Financial Information for Owner Strategies, LLC
Form 5500
OWNER STRATEGIES, LLC
55 Roswell Street Suite 210, Alpharetta, Ga 30009 (678) 624-7020 EIN:01-0765635 Plan Admin:Pj Hames| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameOWNER STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,079,054 / $953,537 | 2022 | OWNER STRATEGIES, LLC 401(K) PLAN - Plan #001 | 6 / 6 | $1,079,054 / $953,537 |
| 2021 | Plan NameOWNER STRATEGIES LLC 401 (K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$843,777 / $1,079,054 | 2021 | OWNER STRATEGIES LLC 401 (K) PLAN - Plan #001 | 6 / 6 | $843,777 / $1,079,054 |
| 2020 | Plan NameOWNER STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$618,040 / $843,777 | 2020 | OWNER STRATEGIES, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $618,040 / $843,777 |
| 2019 | Plan NameOWNER STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$443,159 / $618,040 | 2019 | OWNER STRATEGIES, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $443,159 / $618,040 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OWNER STRATEGIES LLC
3440 Preston Ridge Rd Ste 325, Alpharetta, GA 30005-5452 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/26/2021 | Approved$87,963 Forgiven$88,229 LenderGeorgia's Own Credit Union Jobs6 | 02/26/2021 | $87,963 | $88,229 | Georgia's Own Credit Union | 6 |
| 04/12/2020 | Approved$82,430 Forgiven$83,286 LenderFirst Horizon Bank Jobs7 | 04/12/2020 | $82,430 | $83,286 | First Horizon Bank | 7 |
PPP Loans based on Paycheck Protection Program.
Address Match:3440 Preston Ridge Rd Ste 325 Alpharetta, 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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