Oak Tree Partners, LLC

Tennessee
Registered In
07/18/2011
Incorp. Date

Company Summary

Oak Tree Partners, LLC at 335 W Main ST STE M, Gallatin, Tn 37066 lists Michelle Haynes of Gallatin, TN.

Registered In
Tennessee
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Active
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Michelle Haynes Registered Agent
335 W MAIN ST STE M, GALLATIN, TN 37066
335 W MAIN ST STE M, GALLATIN, TN 37066 View Map

Financial Information for Oak Tree Partners, LLC

Form 5500

OAK TREE PARTNERS, LLC.

335 West Main Street Suite M, Gallatin, Tn 37066 (615) 452-7500 EIN:45-2691184 Plan Admin:Barbara Smith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameOAK TREE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$504,373 / $732,434 2023 OAK TREE PARTNERS, LLC 401(K) PLAN - Plan #001 5 / 5 $504,373 / $732,434
2022 Plan NameOAK TREE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$556,900 / $504,373 2022 OAK TREE PARTNERS, LLC 401(K) PLAN - Plan #001 5 / 5 $556,900 / $504,373
2021 Plan NameOAK TREE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$386,455 / $556,900 2021 OAK TREE PARTNERS, LLC 401(K) PLAN - Plan #001 5 / 5 $386,455 / $556,900
2020 Plan NameOAK TREE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$246,414 / $386,455 2020 OAK TREE PARTNERS, LLC 401(K) PLAN - Plan #001 5 / 5 $246,414 / $386,455
2019 Plan NameOAK TREE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$150,555 / $246,414 2019 OAK TREE PARTNERS, LLC 401(K) PLAN - Plan #001 7 / 5 $150,555 / $246,414
Benefit & Retirement Plans based on Form 5500.
PPP Loans

OAK TREE PARTNERS LLC

335 W Main ST Suite M, Gallatin, Tn 37066-3240 Industry:Lessors of Other Real Estate Property
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$33,440 Forgiven$33,740 LenderFirst Horizon Bank Jobs2 04/14/2020 $33,440 $33,740 First Horizon Bank 2
PPP Loans based on Paycheck Protection Program.
Address Match:335 W Main St Ste M Gallatin, 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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