Bluesky Wealth Advisors, LLC

Georgia
Registered In
09/28/2018
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction

Company Summary

Bluesky Wealth Advisors, LLC at 2131 S Glenburnie Rd STE 8, New Bern, Nc 28562 lists John Gjertsen of Acworth, GA.

Overview

Registered In
Georgia
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active/Compliance
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
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People

John Gjertsen Registered Agent
5067 FORKWOOD DR NW, ACWORTH, GA 30101

Map & Locations

2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562 View Map

Financials

Financial Information for Bluesky Wealth Advisors, LLC

Form 5500

BLUESKY WEALTH ADVISORS LLC

2131 S Glenburnie Road STE 8, New Bern, Nc 28561 (252) 633-0107 EIN:20-0092155 Plan Admin:David Blain
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 18 Assets BOY/EOY$2,276,094 / $2,681,371 2023 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 24 / 18 $2,276,094 / $2,681,371
2022 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$2,913,834 / $2,276,094 2022 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 25 / 24 $2,913,834 / $2,276,094
2021 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,178,956 / $2,913,834 2021 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 25 / 25 $2,178,956 / $2,913,834
2020 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 25 Assets BOY/EOY$1,432,396 / $2,178,956 2020 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 20 / 25 $1,432,396 / $2,178,956
2019 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,270,001 / $1,432,396 2019 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 17 / 18 $1,270,001 / $1,432,396
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BLUESKY WEALTH ADVISORS, LLC

2131 S Glenburnie Rd, New Bern, NC 28562 Ethnicity:Not Hispanic or Latino Veteran:Yes
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$232,000 Forgiven$233,361 LenderLive Oak Banking Company Jobs17 04/07/2020 $232,000 $233,361 Live Oak Banking Company 17
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
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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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