Whitley Penn LLP

Fort Worth, TX

Rhode Island

Registered In

10/13/2017

Incorp. Date

Foreign

Registration Type

Texas

Foreign Jurisdiction

Company Summary

Whitley Penn LLP in Fort Worth, TX was registered on 10/13/2017. It is listed at 1400 W 7th ST STE 400, Fort Worth, Tx 76102.

Overview

Registered In

Rhode Island

Incorporation Date

10/13/2017

Company Type

Foreign Registered Limited Liability Partnership

Status

Expired

Registration Type

Foreign

Foreign Jurisdiction

Texas

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People

Urs Agents, Llc Registered Agent

222 JEFFERSON BLVD STE 200, WARWICK, RI 02888

Map & Locations

1400 W 7TH ST STE 400, FORT WORTH, TX 76102 View Map

Financials

Financial Information for Whitley Penn LLP

Form 5500

WHITLEY PENN LLP

640 Taylor Street Suite 2200, Fort Worth, Tx 76102 (817) 259-9100 EIN:75-2393478 Plan Admin:Griff Babb

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY820 / 889 Assets BOY/EOY$113,709,741 / $99,333,747	2022	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	820 / 889	$113,709,741 / $99,333,747
2022	Plan NameWHITLEY PENN LLP CASH BALANCE PLAN Plan #003 Participants BOY/EOY67 / 62 Assets BOY/EOY$4,828,700 / $6,068,393	2022	WHITLEY PENN LLP CASH BALANCE PLAN - Plan #003	67 / 62	$4,828,700 / $6,068,393
2022	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY657 / 0 Assets BOY/EOY$0 / $0	2022	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	657 / 0	$0 / $0
2021	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY710 / 820 Assets BOY/EOY$86,589,166 / $113,709,741	2021	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	710 / 820	$86,589,166 / $113,709,741
2021	Plan NameWHITLEY PENN LLP CASH BALANCE PLAN Plan #003 Participants BOY/EOY64 / 67 Assets BOY/EOY$2,343,320 / $4,828,700	2021	WHITLEY PENN LLP CASH BALANCE PLAN - Plan #003	64 / 67	$2,343,320 / $4,828,700
2021	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY627 / 0 Assets BOY/EOY$0 / $0	2021	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	627 / 0	$0 / $0
2020	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY637 / 710 Assets BOY/EOY$60,682,471 / $86,589,166	2020	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	637 / 710	$60,682,471 / $86,589,166
2020	Plan NameWHITLEY PENN LLP CASH BALANCE PLAN Plan #003 Participants BOY/EOY64 / 64 Assets BOY/EOY$0 / $2,343,320	2020	WHITLEY PENN LLP CASH BALANCE PLAN - Plan #003	64 / 64	$0 / $2,343,320
2020	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY546 / 0 Assets BOY/EOY$0 / $0	2020	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	546 / 0	$0 / $0
2020	Plan NameWHITLEY PENN CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY98 / 0 Assets BOY/EOY$15,498,207 / $0	2020	WHITLEY PENN CASH BALANCE PENSION PLAN - Plan #002	98 / 0	$15,498,207 / $0
2019	Plan NameWHITLEY PENN 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY594 / 637 Assets BOY/EOY$48,245,357 / $60,682,471	2019	WHITLEY PENN 401(K) PROFIT SHARING PLAN - Plan #001	594 / 637	$48,245,357 / $60,682,471
2019	Plan NameWHITLEY PENN CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY105 / 98 Assets BOY/EOY$12,074,253 / $15,498,207	2019	WHITLEY PENN CASH BALANCE PENSION PLAN - Plan #002	105 / 98	$12,074,253 / $15,498,207
2019	Plan NameWHITLEY PENN LLP HEALTH & WELFARE PLAN Plan #505 Participants BOY/EOY484 / 0 Assets BOY/EOY$0 / $0	2019	WHITLEY PENN LLP HEALTH & WELFARE PLAN - Plan #505	484 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WHITLEY PENN LLP

640 Taylor St Ste 2200, FORT WORTH, TX 76102-4809 Industry:Offices of Certified Public Accountants

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$8,317,545 Forgiven$8,255,596 LenderPNC Bank, National Association Jobs486	04/06/2020	$8,317,545	$8,255,596	PNC Bank, National Association	486

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Whitley Penn LLP Registered in New York	Fort Worth, TX	View Report
Whitley Penn LLP Registered in New Jersey		View Report
Whitley Penn LLP Registered in Ohio	Cleveland, OH Fort Worth, TX	View Report
Whitley Penn LLP Registered in Washington	Bellevue, WA Fort Worth, TX	View Report
Whitley Penn LLP Registered in Missouri	Fort Worth, TX Saint Louis, MO	View Report
Whitley Penn LLP Registered in Minnesota	Minneapolis, MN	View Report
Whitley Penn LLP Registered in Montana	Worth, TX	View Report
Whitley Penn LLP Registered in Georgia	Duluth, GA Fort Worth, TX	View Report
Whitley Penn LLP Registered in North Carolina	Fort Worth, TX Raleigh, NC	View Report
Whitley Penn LLP Registered in Missouri	Saint Louis, MO Fort Worth, TX	View Report
Whitley Penn LLP Registered in Utah	Salt Lake City, UT Worth, TX	View Report
Whitley Penn LLP Registered in Arkansas	Worth, TX	View Report
Whitley Penn LLP Registered in Colorado	Colorado Springs, CO Fort Worth, TX	View Report
Whitley Penn LLP Registered in Texas	Fort Worth, TX	View Report
Whitley Penn LLP Registered in Oklahoma	Fort Worth, TX Oklahoma City, OK	View Report
Whitley Penn LLP Registered in Wisconsin	Madison, WI	View Report
Whitley Penn LLP Registered in Alabama	Huntsville, AL Worth, TX	View Report

Address Match:1400 W 7th St Ste 400 Fort Worth, TX

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Sources

The following government agencies have contributed data:

• Rhode Island Department of State • U.S. Department of Labor • U.S. Small Business Administration