Collier Wealth Management, Inc.
Tennessee
Registered In
06/30/2004
Incorp. Date
Company Summary
Collier Wealth Management, Inc. at 323 W Main St, Hendersonville, Tn 37075 lists Kevin M Collier of Hendersonville, TN.
Overview
Registered In
Tennessee
Incorporation Date
Company Type
For-Profit Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Kevin M Collier
Registered Agent
|
323 W MAIN ST, HENDERSONVILLE, TN 37075
|
Map & Locations
|
323 W MAIN ST, HENDERSONVILLE, TN 37075
View Map
|
Financials
Financial Information for Collier Wealth Management, Inc.
Form 5500
COLLIER WEALTH MANAGEMENT, INC.
323 West Main Street, Hendersonville, Tn 37075 (615) 826-5203 EIN:20-1310108 Plan Admin:Kevin Collier| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,053,687 / $2,729,219 | 2023 | COLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $2,053,687 / $2,729,219 |
| 2022 | Plan NameCOLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,995,885 / $2,053,687 | 2022 | COLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $2,995,885 / $2,053,687 |
| 2021 | Plan NameCOLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,323,874 / $2,995,885 | 2021 | COLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $2,323,874 / $2,995,885 |
| 2020 | Plan NameCOLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,957,988 / $2,323,874 | 2020 | COLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,957,988 / $2,323,874 |
| 2019 | Plan NameCOLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,467,874 / $1,957,988 | 2019 | COLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,467,874 / $1,957,988 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COLLIER WEALTH MANAGEMENT, INC.
323 W Main St,, Hendersonville, TN 37075| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$75,800 Forgiven$76,193 LenderRegions Bank Jobs9 | 04/28/2020 | $75,800 | $76,193 | Regions Bank | 9 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Tennessee Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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