Signature Wealth Management Group LLC

Georgia
Registered In
09/20/2016
Incorp. Date

Company Summary

Signature Wealth Management Group LLC in Atlanta, GA lists Caroline Richardson M. and Caroline M. Richardson of Raleigh, NC

Overview

Registered In
Georgia
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
Registration Type
Domestic
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People

James Sims, O. Registered Agent
3625 CUMBERLAND BLVD STE 1485, ATLANTA, GA 30339
Caroline Richardson M. Organizer
4208 SIX FORKS RD STE 1400, RALEIGH, NC 27609
Caroline M. Richardson Organizer
4208 SIX FORKS RD STE 1400, RALEIGH, NC 27609

Map & Locations

3625 CUMBERLAND BLVD STE 1485, ATLANTA, GA 30339 View Map

Financials

Financial Information for Signature Wealth Management Group LLC

Form 5500

SIGNATURE WEALTH MANAGEMENT GROUP LLC

3625 Cumberland Boulevard SE Suite 1485, Atlanta, Ga 30339 (678) 932-2500 EIN:81-4072378 Plan Admin:Scott Bishop
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$474,342 / $626,804 2023 SIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 6 / 6 $474,342 / $626,804
2022 Plan NameSIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$458,414 / $474,342 2022 SIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 5 / 6 $458,414 / $474,342
2021 Plan NameSIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$336,843 / $458,414 2021 SIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 5 / 5 $336,843 / $458,414
2020 Plan NameSIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$233,671 / $336,843 2020 SIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 4 / 4 $233,671 / $336,843
2019 Plan NameSIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$144,459 / $233,671 2019 SIGNATURE WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 4 / 4 $144,459 / $233,671
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SIGNATURE WEALTH MANAGEMENT GROUP LLC

3625 Cumberland Blvd SE STE 1485, Atlanta, Ga 30339 Industry:Miscellaneous Financial Investment Activities Veteran:Yes
Loan Date Approved Forgiven Lender Jobs
05/07/2020 Approved$149,127 Forgiven$150,585 LenderFirst Horizon Bank Jobs5 05/07/2020 $149,127 $150,585 First Horizon Bank 5
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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