Sugarloaf Wealth Management, LLC
Georgia
Registered In
09/30/2003
Incorp. Date
Company Summary
Sugarloaf Wealth Management, LLC at 2055 Sugarloaf Cir STE 200, Duluth, Ga 30097 lists Jason Connolly of Duluth, GA.
Overview
Registered In
Georgia
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
Registration Type
Domestic
Search Other Resources
People
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Jason Connolly
Registered Agent
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2055 SUGARLOAF CIR STE 200, DULUTH, GA 30097
|
Map & Locations
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2055 SUGARLOAF CIR STE 200, DULUTH, GA 30097
View Map
|
Financials
Financial Information for Sugarloaf Wealth Management, LLC
Form 5500
SUGARLOAF WEALTH MANAGEMENT, LLC
2055 Sugarloaf Circle Suite 200, Duluth, Ga 30097 (770) 985-5473 EIN:20-0232439 Plan Admin:Jason T Connolly| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,713,177 / $1,983,734 | 2023 | SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 17 / 16 | $1,713,177 / $1,983,734 |
| 2022 | Plan NameSUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$1,615,621 / $1,713,177 | 2022 | SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 13 / 17 | $1,615,621 / $1,713,177 |
| 2021 | Plan NameSUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$1,174,986 / $1,615,621 | 2021 | SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 9 / 13 | $1,174,986 / $1,615,621 |
| 2020 | Plan NameSUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$822,988 / $1,174,986 | 2020 | SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 9 / 9 | $822,988 / $1,174,986 |
| 2019 | Plan NameSUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$535,057 / $822,988 | 2019 | SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 8 / 9 | $535,057 / $822,988 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUGARLOAF WEALTH MANAGEMENT, LLC
2736 Meadow Church Road Suite 200, DULUTH, GA 30097| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$159,900 Forgiven$160,816 LenderUnited Community Bank Jobs9 | 04/14/2020 | $159,900 | $160,816 | United Community Bank | 9 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:2055 Sugarloaf Cir Ste 200 Duluth, GA
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Address Match:2055 Sugarloaf Cir Duluth, GA
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Garrard Construction Interiors, LLC
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Gpi - Gainesville Athens, LLC
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Gpi-Atlanta Jonesboro, LLC
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Gpi-Stone Mountain Redan, LLC
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|
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Tugger Real Estate Services, LLC
Registered in Georgia
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Garrard Construction Group, Inc.
Registered in New Hampshire
|
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Gpi-Cape Coral Del Prado, LLC
Registered in Florida
|
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Gpi-Newport News 27th, LLC
Registered in Virginia
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Duluth, GA Richmond, VA | View Report | |
|
Gpi-Pensacola Palafox, LLC
Registered in Florida
|
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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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