Peachtree Planning of Georgia, LLC

Atlanta, GA

Georgia

Registered In

03/22/1990

Incorp. Date

Company Summary

Peachtree Planning of Georgia, LLC at 5040 Roswell Rd, Atlanta, Ga 30342 lists Robert E. Mathis of Atlanta, GA as the associate.

Registered In: Georgia
Incorporation Date: 03/22/1990
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active/Compliance
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Donald Stonecipher, Bradley Registered Agent	569 LORIDANS DR, ATLANTA, GA 30342
Robert E. Mathis Organizer	5400 ROSWELL RD STE 100, ATLANTA, GA 30342

5040 ROSWELL RD, ATLANTA, GA 30342 View Map

Financial Information for Peachtree Planning of Georgia, LLC

Form 5500

PEACHTREE PLANNING OF GEORGIA, LLC

5040 Roswell Road, Suite 100, Atlanta, Ga 30342 (404) 260-1600 EIN:58-1895185 Plan Admin:Darrell Dawes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY38 / 38 Assets BOY/EOY$1,395,985 / $1,752,459	2023	PEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN - Plan #001	38 / 38	$1,395,985 / $1,752,459
2022	Plan NamePEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY38 / 37 Assets BOY/EOY$1,612,701 / $1,395,985	2022	PEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN - Plan #001	38 / 37	$1,612,701 / $1,395,985
2021	Plan NamePEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY34 / 36 Assets BOY/EOY$1,420,183 / $1,612,701	2021	PEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN - Plan #001	34 / 36	$1,420,183 / $1,612,701
2020	Plan NamePEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY34 / 34 Assets BOY/EOY$1,156,846 / $1,420,183	2020	PEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN - Plan #001	34 / 34	$1,156,846 / $1,420,183
2019	Plan NamePEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY38 / 31 Assets BOY/EOY$877,820 / $1,156,846	2019	PEACHTREE PLANNING OF GEORGIA, LLC. 401(K) PLAN - Plan #001	38 / 31	$877,820 / $1,156,846

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PEACHTREE PLANNING OF GEORGIA LLC

5040 Roswell Rd, Atlanta, GA 30342 Industry:All Other Business Support Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$351,935 Forgiven$301,628 LenderBank of America, National Association Jobs25	05/01/2020	$351,935	$301,628	Bank of America, National Association	25

PPP Loans based on Paycheck Protection Program.

Related Business Names:

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Address Match:5040 Roswell Rd Atlanta, GA

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Person/City Match:Donald Stonecipher Bradley - Atlanta, GA

5040 Roswell Group, LLC Registered in Georgia	Atlanta, GA		View Report
Peachtree Planning North, LLC Registered in Georgia	Atlanta, GA		View Report

Person/City Match:Robert E Mathis - Atlanta, GA

Financial Benefits, Inc. (Dissolved 9/30/91) Registered in Georgia	Atlanta, GA	View Report
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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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