Patton Wealth Management, LLC

Ohio

Registered In

02/12/2018

Incorp. Date

Company Summary

Patton Wealth Management, LLC in Ohio lists Jeffrey T. Smith as the associate.

Jeffrey T. Smith Registered Agent	4149 N HOLLAND-SYLVANIA RD STE 7, TOLEDO, OH 43623
Jeffrey T. Smith

Form 5500

1745 Indianwood Circle, Suite 100, Maumee, Oh 43537 (419) 794-2401 EIN:82-5457439 Plan Admin:David Patton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePATTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$303,566 / $305,777	2022	PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 4	$303,566 / $305,777
2021	Plan NamePATTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$186,922 / $303,566	2021	PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 5	$186,922 / $303,566
2020	Plan NamePATTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$81,194 / $186,922	2020	PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 5	$81,194 / $186,922
2019	Plan NamePATTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $81,194	2019	PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 5	$0 / $81,194

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1745 Indianwood Circle, MAUMEE, OH 43537

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$97,391 Forgiven$98,346 LenderKeyBank National Association Jobs5	04/10/2020	$97,391	$98,346	KeyBank National Association	5

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration

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