Barnes Pettey Financial Advisors, LLC
Tennessee
Registered In
03/09/2020
Incorp. Date
Foreign
Registration Type
Mississippi
Foreign Jurisdiction
Company Summary
Barnes Pettey Financial Advisors, LLC at 6060 Poplar Ave STE 415, Memphis, Tn 38119 lists Holmes Sherard Pettey of Memphis, TN.
- Registered In
- Tennessee
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Mississippi
- Company Type
- Limited Liability Company
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Holmes Sherard Pettey
Registered Agent
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6060 POPLAR AVE STE 415, MEMPHIS, TN 38119
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6060 POPLAR AVE STE 415, MEMPHIS, TN 38119
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PO BOX 2564 KATHY C ATKINS, OXFORD, MS 38655-4900
(Mailing)
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Financial Information for Barnes Pettey Financial Advisors, LLC
Form 5500
BARNES PETTEY FINANCIAL ADVISORS, LLC
P.O. Box 1234, Clarksdale, Ms 38614 (662) 627-2225 EIN:20-8167191 Plan Admin:Kathy Atkins| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,214,797 / $2,796,619 | 2023 | BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 8 | $2,214,797 / $2,796,619 |
| 2022 | Plan NameBARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,593,946 / $2,214,797 | 2022 | BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 9 | $3,593,946 / $2,214,797 |
| 2021 | Plan NameBARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$3,656,803 / $3,593,946 | 2021 | BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 8 | $3,656,803 / $3,593,946 |
| 2020 | Plan NameBARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,734,709 / $3,656,803 | 2020 | BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 9 | $2,734,709 / $3,656,803 |
| 2019 | Plan NameBARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$2,124,378 / $2,734,709 | 2019 | BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 10 / 9 | $2,124,378 / $2,734,709 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
Tennessee Secretary of State U.S. Department of Labor
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