Sugarloaf Wealth Management, LLC

Jason Connolly Registered Agent

2055 SUGARLOAF CIR STE 200, DULUTH, GA 30097

2055 SUGARLOAF CIR STE 200, DULUTH, GA 30097 View Map

Form 5500

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

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.

Address Match:2055 Sugarloaf Cir Ste 200 Duluth, 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

Company Summary