Caldwell Advisors, LLC

Tennessee
Registered In
06/01/2007
Incorp. Date

Company Summary

Caldwell Advisors, LLC at 5210 Maryland Way STE 202, Brentwood, Tn 37027 lists Billy Ray Caldwell Jr of Nashville, TN.

Registered In
Tennessee
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Active
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Billy Ray Caldwell Jr Registered Agent
508 PARK CENTER AVE, NASHVILLE, TN 37205
5210 MARYLAND WAY STE 202, BRENTWOOD, TN 37027 View Map

Financial Information for Caldwell Advisors, LLC

Form 5500

CALDWELL ADVISORS, LLC

5210 Maryland Way, Ste. 202, Brentwood, Tn 37027 (615) 370-8988 EIN:11-3814029 Plan Admin:Billy Caldwell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCALDWELL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $98,972 2023 CALDWELL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $0 / $98,972
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CALDWELL ADVISORS, LLC

5210 Maryland Way, Brentwood, Tn 37027 Industry:Administrative Management and General Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$47,728 Forgiven$48,243 LenderFirst Horizon Bank Jobs4 04/15/2020 $47,728 $48,243 First Horizon Bank 4
PPP Loans based on Paycheck Protection Program.
Address Match:5210 Maryland Way Ste 202 Brentwood, TN
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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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