Altavista Wealth Management, Inc

Asheville, NC

North Carolina

Registered In

06/12/2002

Incorp. Date

Company Summary

Altavista Wealth Management, Inc at 4 Vanderbilt Park Dr STE 310, Asheville, Nc 28803 lists Akers, L. Daniel, Jr. of Asheville, NC.

Akers, L. Daniel, Jr. Registered Agent

4 VANDERBILT PARK DR STE 310, ASHEVILLE, NC 28803

4 VANDERBILT PARK DR STE 310, ASHEVILLE, NC 28803 View Map

Form 5500

4 Vanderbilt Park Drive Suite 310, Asheville, Nc 28803 (828) 684-2600 EIN:51-0498914 Plan Admin:Kyle Boyd

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$2,105,978 / $0	2022	ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001	11 / 0	$2,105,978 / $0
2021	Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,612,165 / $2,105,978	2021	ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001	11 / 11	$1,612,165 / $2,105,978
2020	Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,255,577 / $1,612,165	2020	ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001	12 / 11	$1,255,577 / $1,612,165
2019	Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$858,838 / $1,255,577	2019	ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001	11 / 12	$858,838 / $1,255,577

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4 Vanderbilt Park Dr, Asheville, Nc 28803

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$180,000 Forgiven$181,825 LenderPNC Bank, National Association Jobs10	05/01/2020	$180,000	$181,825	PNC Bank, National Association	10

PPP Loans based on Paycheck Protection Program.

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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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