Wesley Financial Group, LLC

Tennessee
Registered In
11/16/2011
Incorp. Date

Company Summary

Wesley Financial Group, LLC at 9009 Carothers Pkwy STE B-3, Franklin, Tn 37067 lists Charles W Mcdowell of Franklin, TN.

Registered In
Tennessee
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Active
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Charles W Mcdowell Registered Agent
9009 CAROTHERS PKWY STE B-3, FRANKLIN, TN 37067
9009 CAROTHERS PKWY STE B-3, FRANKLIN, TN 37067 View Map

Financial Information for Wesley Financial Group, LLC

Form 5500

WESLEY FINANCIAL GROUP, LLC

9009 Carothers Parkway, Franklin, Tn 37067 (615) 647-9519 EIN:45-4049154 Plan Admin:Trisha Bolinger
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameEMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC Plan #001 Participants BOY/EOY369 / 358 Assets BOY/EOY$3,911,681 / $4,052,049 2022 EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC - Plan #001 369 / 358 $3,911,681 / $4,052,049
2021 Plan NameEMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC Plan #001 Participants BOY/EOY489 / 332 Assets BOY/EOY$2,734,043 / $3,911,681 2021 EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC - Plan #001 489 / 332 $2,734,043 / $3,911,681
2020 Plan NameEMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC Plan #001 Participants BOY/EOY290 / 385 Assets BOY/EOY$1,015,221 / $2,734,043 2020 EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC - Plan #001 290 / 385 $1,015,221 / $2,734,043
2019 Plan NameEMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC Plan #001 Participants BOY/EOY141 / 197 Assets BOY/EOY$382,358 / $1,015,221 2019 EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC - Plan #001 141 / 197 $382,358 / $1,015,221
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WESLEY FINANCIAL GROUP LLC

9009 Carothers Pkwy, Franklin, Tn 37067-1634 Industry:Administration of General Economic Programs
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$2,922,600 Forgiven$2,956,790 LenderPinnacle Bank Jobs298 04/08/2020 $2,922,600 $2,956,790 Pinnacle Bank 298
PPP Loans based on Paycheck Protection Program.
Address Match:9009 Carothers Pkwy Ste B-3 Franklin, TN
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Person/City Match:Charles W Mcdowell - Franklin, 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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