Crest Financial Strategies, LLC
Tennessee
Registered In
07/16/2010
Incorp. Date
Company Summary
Crest Financial Strategies, LLC at 345 Frazier Ave STE 203, Chattanooga, Tn 37405 lists Carrie Turcotte of Chattanooga, TN and a DBA of North Shore Financial Strategies.
Overview
Registered In
Tennessee
Incorporation Date
Company Type
Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Carrie Turcotte
Registered Agent
|
345 FRAZIER AVE STE 203, CHATTANOOGA, TN 37405
|
Map & Locations
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345 FRAZIER AVE STE 203, CHATTANOOGA, TN 37405
View Map
|
Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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North Shore Financial Strategies
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Chattanooga, TN |
Financials
Financial Information for Crest Financial Strategies, LLC
Form 5500
CREST FINANCIAL STRATEGIES LLC
345 Frazier Avenue, Chattanooga, Tn 37405 (423) 648-2733 EIN:27-3056261 Plan Admin:Carrie Turcotte| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCREST FINANCIAL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$183,781 / $319,748 | 2023 | CREST FINANCIAL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 6 | $183,781 / $319,748 |
| 2022 | Plan NameCREST FINANCIAL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$181,780 / $183,781 | 2022 | CREST FINANCIAL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 | 2 / 3 | $181,780 / $183,781 |
| 2021 | Plan NameCREST FINANCIAL STRATEGIES, LLC 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $181,780 | 2021 | CREST FINANCIAL STRATEGIES, LLC 401(K) PLAN - Plan #002 | 2 / 2 | $0 / $181,780 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CREST FINANCIAL STRATEGIES, LLC
345 Frazier Avenue, Chattanooga, TN 37405| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$44,490 Forgiven$44,790 LenderRegions Bank Jobs2 | 04/30/2020 | $44,490 | $44,790 | Regions Bank | 2 |
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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