Slatestone Wealth, LLC
North Carolina
Registered In
02/05/2024
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Slatestone Wealth, LLC at 661 University Blvd STE 100, Jupiter, FL 33458 lists Sharon A Daniels and Patrick E Tylander of Jupiter, FL as the associates.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Limited Liability Company
- Status
- Withdrawn
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Secretary Of State
Registered Agent
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2 S SALISBURY ST, RALEIGH, NC 27601
PO BOX 29622, RALEIGH, NC 27626
(Mailing)
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Sharon A Daniels
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661 UNIVERSITY BLVD STE 100, JUPITER, FL 33458-2795
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Patrick E Tylander
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661 UNIVERSITY BLVD STE 100, JUPITER, FL 33458-2795
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661 UNIVERSITY BLVD STE 100, JUPITER, FL 33458
View Map
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Financial Information for Slatestone Wealth, LLC
Form 5500
SLATESTONE WEALTH, LLC
661 University Blvd Suite 100, Jupiter, FL 33458 (864) 896-8171 EIN:61-1815919 Plan Admin:Michelle Bonney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 31 Assets BOY/EOY$1,062,454 / $1,370,772 | 2023 | SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 23 / 31 | $1,062,454 / $1,370,772 |
| 2022 | Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 23 Assets BOY/EOY$820,717 / $1,062,454 | 2022 | SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 25 / 23 | $820,717 / $1,062,454 |
| 2021 | Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 23 Assets BOY/EOY$477,621 / $820,717 | 2021 | SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 20 / 23 | $477,621 / $820,717 |
| 2020 | Plan NameSLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 19 Assets BOY/EOY$896,307 / $477,621 | 2020 | SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 26 / 19 | $896,307 / $477,621 |
| 2019 | Plan NameSLATESTONE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 29 Assets BOY/EOY$572,704 / $896,307 | 2019 | SLATESTONE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 29 | $572,704 / $896,307 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SLATESTONE WEALTH, LLC
MILITARY TRL4495 Military Trail, JUPITER, FL 33458-4839| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$481,500 Forgiven$484,679 LenderFirst Financial Bank Jobs26 | 04/07/2020 | $481,500 | $484,679 | First Financial Bank | 26 |
PPP Loans based on Paycheck Protection Program.
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Slatestone Wealth, LLC
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Slatestone Wealth, LLC
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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