Bluesky Wealth Advisors, LLC

Registered Agents Inc Registered Agent	4030 Wake Forest Road, Ste 349 Raleigh, NC 27609
Bluesky Wa Holdings, Llc Member	2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
Bluesky Management Team Llc Manager	2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562

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

Form 5500

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

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.

Address Match:2131 S Glenburnie Rd Ste 8 New Bern, NC

Bluesky Wealth Advisors, LLC Registered in California	New Bern, NC Pleasanton, CA	View Report
Bluesky Wealth Advisors, LLC Registered in Washington	New Bern, NC West Richland, WA	View Report
Bluesky Wealth Advisors, LLC Registered in Georgia	Acworth, GA New Bern, NC	View Report
Allied Marketing of North Carolina, L.L.C. Registered in North Carolina	New Bern, NC	View Report
Art Academy of New Bern LLC Registered in North Carolina	New Bern, NC	View Report
Blain Properties, LLC Registered in North Carolina	New Bern, NC Raleigh, NC	View Report
Bluesky Management Team, LLC Registered in North Carolina	New Bern, NC	View Report
Bluesky Wa Holdings, LLC Registered in North Carolina	New Bern, NC	View Report
Ocean Towers, LLC Registered in North Carolina	New Bern, NC	View Report
Olivia Blain Fine Arts, LLC Registered in North Carolina	New Bern, NC Trent Woods, NC	View Report
Pine Tree Investments, LLC Registered in North Carolina	New Bern, NC	View Report
Pojpak, L.L.C. Registered in North Carolina	New Bern, NC	View Report
Rltw Motorsports, LLC Registered in North Carolina	New Bern, NC	View Report
Paradigm One, LLC Registered in North Carolina	New Bern, NC Trent Woods, NC	View Report
Scp Land, L.L.C. Registered in North Carolina	New Bern, NC	View Report
Swift Creek Plantation, LLC Registered in North Carolina	New Bern, NC	View Report
Bluesky Wealth Advisors, LLC Registered in Texas	New Bern, NC	View Report

Person/Address Match:Bluesky Management Team Llc -

Bluesky Wa Holdings LLC Registered in California	New Bern, NC Pleasanton, CA		View Report

Address Match:2131 S Glenburnie Rd New Bern, NC

Cars Two Realty, LLC Registered in North Carolina	New Bern, NC	View Report
Cws Financial Group, LLC Registered in North Carolina	New Bern, NC	View Report
Dockslocks, LLC Registered in North Carolina	New Bern, NC	View Report
Gray Family Country Properties LLC Registered in North Carolina	New Bern, NC	View Report
Gray Family Town Properties LLC Registered in North Carolina	New Bern, NC	View Report
New Bern Breakfast Rotary Charities, Inc. Registered in North Carolina	Bern, NC New Bern, NC	View Report
Twintowne, LLC Registered in North Carolina	New Bern, NC	View Report
Williams·scarborough·gray, LLP Registered in North Carolina	New Bern, NC	View Report

The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary