Abound Wealth Management, LLC
Tennessee
Registered In
10/13/2016
Incorp. Date
Company Summary
Abound Wealth Management, LLC in Franklin, TN was registered on 10/13/2016. It is listed at 108 4th Ave S STE 207 J Brian Preston, Franklin, Tn 37064.
- Registered In
- Tennessee
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Abound Wealth Management, Llc
Registered Agent
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108 4TH AVE S STE 207 JOHN BRIAN PRESTON, FRANKLIN, TN 37064
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108 4TH AVE S STE 207 J BRIAN PRESTON, FRANKLIN, TN 37064
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Financial Information for Abound Wealth Management, LLC
Form 5500
ABOUND WEALTH MANAGEMENT, LLC
317 Main Street, Suite 207, Franklin, Tn 37064 (615) 226-3667 EIN:81-4120898 Plan Admin:Bo Hanson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$3,239,854 / $4,382,505 | 2022 | ABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 17 / 19 | $3,239,854 / $4,382,505 |
| 2022 | Plan NameABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 19 Assets BOY/EOY$712,695 / $760,080 | 2022 | ABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 16 / 19 | $712,695 / $760,080 |
| 2021 | Plan NameABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$2,594,557 / $3,239,854 | 2021 | ABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 13 / 17 | $2,594,557 / $3,239,854 |
| 2021 | Plan NameABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 16 Assets BOY/EOY$460,529 / $712,695 | 2021 | ABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 13 / 16 | $460,529 / $712,695 |
| 2020 | Plan NameABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 12 Assets BOY/EOY$1,616,833 / $2,594,557 | 2020 | ABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 12 | $1,616,833 / $2,594,557 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ABOUND WEALTH MANAGEMENT, LLC
108 4th Ave S; STE 207, Franklin, Tn 37064-4602 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$173,600 Forgiven$174,584 LenderRenasant Bank Jobs10 | 04/16/2020 | $173,600 | $174,584 | Renasant Bank | 10 |
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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