Prudent Street Financial Advisors, LLC

Tennessee
Registered In
01/05/2012
Incorp. Date

Company Summary

Prudent Street Financial Advisors, LLC in Brentwood, TN was registered on 01/05/2012. It is listed at 104 Continental Pl STE 100 David L Richardson, Brentwood, Tn 37027.

Registered In
Tennessee
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Active
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Prudent Street Financial Advisors, Llc Registered Agent
310 SEWARD RD DAVID L RICHARDSON, BRENTWOOD, TN 37027
104 CONTINENTAL PL STE 100 DAVID L RICHARDSON, BRENTWOOD, TN 37027 View Map

Financial Information for Prudent Street Financial Advisors, LLC

Form 5500

PRUDENT STREET FINANCIAL ADVISORS, LLC

104 Continental Place, Suite 100, Brentwood, Tn 37027 (615) 523-0665 EIN:45-4281787 Plan Admin:Stephanie Richardson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,627,390 / $2,871,821 2022 PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 8 / 8 $2,627,390 / $2,871,821
2021 Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$3,002,547 / $2,627,390 2021 PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 8 $3,002,547 / $2,627,390
2020 Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,890,944 / $3,002,547 2020 PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $2,890,944 / $3,002,547
2019 Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$2,464,099 / $2,890,944 2019 PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 7 $2,464,099 / $2,890,944
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PRUDENT STREET FINANCIAL ADVISORS LLC

104 CONTINENTAL PL Ste 100, BRENTWOOD, TN 37027-1010
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$106,400 Forgiven$107,411 LenderTruist Bank Jobs6 04/08/2020 $106,400 $107,411 Truist Bank 6
PPP Loans based on Paycheck Protection Program.
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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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