Apogee Financial Partners, LLC

Atlanta, GA

Georgia

Registered In

01/23/2019

Incorp. Date

Company Summary

Apogee Financial Partners, LLC at 1050 Crown Pointe Pkwy STE 1700, Atlanta, Ga 30338 lists Ronald Purdy and Richard Cederberg of Atlanta, GA as the associates.

Registered In: Georgia
Incorporation Date: 01/23/2019
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active/Compliance
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Richard Cederberg Registered Agent	1050 CROWN POINTE PKWY STE 1700, ATLANTA, GA 30338
Ronald Purdy Organizer	1050 CROWN POINTE PKWY STE 1700, ATLANTA, GA 30338
Richard Cederberg Organizer	1050 CROWN POINTE PKWY STE 1700, ATLANTA, GA 30338

1050 CROWN POINTE PKWY STE 1700, ATLANTA, GA 30338 View Map

Financial Information for Apogee Financial Partners, LLC

Form 5500

APOGEE FINANCIAL PARTNERS, LLC

1050 Crown Pointe Parkway Suite 1700, Atlanta, Ga 30338 (770) 512-5110 EIN:83-3858503 Plan Admin:Raye Varney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameAPOGEE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$10,477 / $50,261	2022	APOGEE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$10,477 / $50,261
2021	Plan NameAPOGEE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 9 Assets BOY/EOY$0 / $10,477	2021	APOGEE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	0 / 9	$0 / $10,477

Benefit & Retirement Plans based on Form 5500.

PPP Loans

APOGEE FINANCIAL PARTNERS LLC

1050 Crown Pointe Pkwy Ste 1700, Atlanta, GA 30338-7704 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/19/2021	Approved$134,318 Forgiven$135,153 LenderAmeris Bank Jobs8	02/19/2021	$134,318	$135,153	Ameris Bank	8
04/30/2020	Approved$95,300 Forgiven$96,342 LenderAmeris Bank Jobs8	04/30/2020	$95,300	$96,342	Ameris Bank	8

PPP Loans based on Paycheck Protection Program.

Address Match:1050 Crown Pointe Pkwy Ste 1700 Atlanta, GA

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Address Match:1050 Crown Pointe Pkwy Atlanta, 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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