Truman Wealth Advisors, LLC
Missouri
Missouri
Registered In
01/09/2018
Incorp. Date
Company Summary
Truman Wealth Advisors, LLC in Missouri lists Jason D Simmons, of Columbia, MO as the associate.
- Registered In
- Missouri
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Mccubbin, Melinda J
Registered Agent
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2505 CHELAN CIR, COLUMBIA, MO 65203
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Jason D Simmons,
Organizer
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1109 CLUB VILLAGE DR STE 101, COLUMBIA, MO 65203
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Financial Information for Truman Wealth Advisors, LLC
Form 5500
TRUMAN WEALTH ADVISORS LLC
2505 Chelan Circle, Columbia, Mo 65203 (573) 227-2077 EIN:82-3949984 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTRUMAN WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$10,291 / $43,513 | 2023 | TRUMAN WEALTH ADVISORS 401(K) PLAN - Plan #001 | 1 / 2 | $10,291 / $43,513 |
| 2022 | Plan NameTRUMAN WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $10,291 | 2022 | TRUMAN WEALTH ADVISORS 401(K) PLAN - Plan #001 | 1 / 1 | $0 / $10,291 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRUMAN WEALTH ADVISORS LLC
2505 Chelan Cir, Columbia, MO 65203-8888 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/09/2021 | Approved$12,737 Forgiven$12,772 LenderU.S. Bank, National Association Jobs1 | 03/09/2021 | $12,737 | $12,772 | U.S. Bank, National Association | 1 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Jason D Simmons - Columbia, MO
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The following government agencies have contributed data:
Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
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