Angle Advisors, LLC

Michigan
Registered In
05/04/2010
Incorp. Date

Company Summary

Angle Advisors, LLC in Michigan lists Kevin Marsh of Birmingham, MI.

Overview

Registered In
Michigan
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
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People

Kevin Marsh Registered Agent
860 ARLINGTON, BIRMINGHAM, MI 48009 860 ARLINGTON ST, BIRMINGHAM, MI 48009 (Mailing)

Financials

Financial Information for Angle Advisors, LLC

Form 5500

ANGLE ADVISORS, LLC

101 Southfield 2nd Floor, Birmingham, Mi 48009 (248) 605-9503 EIN:27-2500213 Plan Admin:Kevin Marsh
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameANGLE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 22 Assets BOY/EOY$5,447,724 / $7,839,948 2023 ANGLE ADVISORS, LLC 401(K) PLAN - Plan #001 20 / 22 $5,447,724 / $7,839,948
2023 Plan NameANGLE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,033,947 / $1,599,538 2023 ANGLE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 9 / 11 $1,033,947 / $1,599,538
2022 Plan NameANGLE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$6,682,988 / $5,447,724 2022 ANGLE ADVISORS, LLC 401(K) PLAN - Plan #001 20 / 20 $6,682,988 / $5,447,724
2022 Plan NameANGLE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$993,936 / $1,033,947 2022 ANGLE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 8 / 9 $993,936 / $1,033,947
2021 Plan NameANGLE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$5,937,565 / $6,682,988 2021 ANGLE ADVISORS, LLC 401(K) PLAN - Plan #001 20 / 20 $5,937,565 / $6,682,988
2021 Plan NameANGLE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 8 Assets BOY/EOY$776,605 / $993,936 2021 ANGLE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 13 / 8 $776,605 / $993,936
2020 Plan NameANGLE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$4,636,173 / $5,937,565 2020 ANGLE ADVISORS, LLC 401(K) PLAN - Plan #001 21 / 20 $4,636,173 / $5,937,565
2020 Plan NameANGLE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$542,101 / $776,605 2020 ANGLE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 12 / 13 $542,101 / $776,605
2019 Plan NameANGLE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$3,328,968 / $4,636,173 2019 ANGLE ADVISORS, LLC 401(K) PLAN - Plan #001 19 / 21 $3,328,968 / $4,636,173
2019 Plan NameANGLE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$317,257 / $542,101 2019 ANGLE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 8 / 10 $317,257 / $542,101
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ANGLE ADVISORS LLC

101 Southfield, BIRMINGHAM, MI 48009
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$356,500 Forgiven$358,813 LenderKeyBank National Association Jobs16 04/11/2020 $356,500 $358,813 KeyBank National Association 16
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Department of Licensing and Regulatory Affairs • U.S. Department of Labor • U.S. Small Business Administration
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