Southern Oak Wealth Group, LLC
Tennessee
Registered In
05/29/2019
Incorp. Date
Company Summary
Southern Oak Wealth Group, LLC at 5205 Maryland Way STE 320, Brentwood, Tn 37027 lists Jonathan M Trusty of Brentwood, TN.
Overview
Registered In
Tennessee
Incorporation Date
Company Type
Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Jonathan M Trusty
Registered Agent
|
805 DAVIS DR, BRENTWOOD, TN 37027
|
Map & Locations
|
5205 MARYLAND WAY STE 320, BRENTWOOD, TN 37027
View Map
|
Financials
Financial Information for Southern Oak Wealth Group, LLC
Form 5500
SOUTHERN OAK WEALTH GROUP, LLC
5205 Maryland Way Suite 320, Brentwood, Tn 37027 (615) 246-5510 EIN:84-1908043 Plan Admin:John Poling| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSOUTHERN OAK WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$871,819 / $1,155,301 | 2023 | SOUTHERN OAK WEALTH GROUP 401(K) PLAN - Plan #001 | 8 / 8 | $871,819 / $1,155,301 |
| 2022 | Plan NameSOUTHERN OAK WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$977,672 / $871,819 | 2022 | SOUTHERN OAK WEALTH GROUP 401(K) PLAN - Plan #001 | 7 / 8 | $977,672 / $871,819 |
| 2021 | Plan NameSOUTHERN OAK WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$753,779 / $977,672 | 2021 | SOUTHERN OAK WEALTH GROUP 401(K) PLAN - Plan #001 | 7 / 7 | $753,779 / $977,672 |
| 2020 | Plan NameSOUTHERN OAK WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$0 / $753,779 | 2020 | SOUTHERN OAK WEALTH GROUP 401(K) PLAN - Plan #001 | 6 / 7 | $0 / $753,779 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SOUTHERN OAK WEALTH GROUP, LLC
5205 Maryland Way Suite 320, Brentwood, Tn 37027-1006| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$68,745 Forgiven$69,442 LenderCapStar Bank Jobs4 | 04/09/2020 | $68,745 | $69,442 | CapStar Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Address Match:5205 Maryland Way Ste 320 Brentwood, TN
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Address Match:5205 Maryland Way Brentwood, TN
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Physician Practice Centers, Inc.
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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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