Calderwood Financial Strategies, Inc.
Texas
Registered In
12/18/1996
Incorp. Date
Company Summary
Calderwood Financial Strategies, Inc. at 15 Woodsborough Cir, Houston, Tx 77055 lists Charles A Calderwood of Houston, TX as the associate.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic For-Profit Corporation
- Status
- In Existence
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Charles A Calderwood
Registered Agent
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15 WOODSBOROUGH CIR, HOUSTON, TX 77055
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Charles A Calderwood
President
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15 WOODSBOROUGH CIR, HOUSTON, TX 77055
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15 WOODSBOROUGH CIR, HOUSTON, TX 77055
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Financial Information for Calderwood Financial Strategies, Inc.
Form 5500
CALDERWOOD FINANCIAL STRATEGIES, INC.
510 Bering Drive, Suite 540, Houston, Tx 77057 (713) 808-9077 EIN:91-2106031 Plan Admin:Joshua Martin| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,671,912 / $2,133,773 | 2023 | CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN - Plan #001 | 5 / 5 | $1,671,912 / $2,133,773 |
| 2022 | Plan NameCALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,833,711 / $1,671,912 | 2022 | CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN - Plan #001 | 5 / 5 | $1,833,711 / $1,671,912 |
| 2022 | Plan NameCALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$43,118 / $92,608 | 2022 | CALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN - Plan #002 | 5 / 5 | $43,118 / $92,608 |
| 2021 | Plan NameCALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,683,709 / $1,833,711 | 2021 | CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN - Plan #001 | 4 / 4 | $1,683,709 / $1,833,711 |
| 2021 | Plan NameCALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$18,424 / $43,118 | 2021 | CALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN - Plan #002 | 4 / 4 | $18,424 / $43,118 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CALDERWOOD FINANCIAL STRATEGIES, INC.
8556 Katy Freeway Suite 108, Houston, TX 77024 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$103,450 Forgiven$104,207 LenderVeritex Community Bank Jobs4 | 04/27/2020 | $103,450 | $104,207 | Veritex Community Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:15 Woodsborough Cir Houston, TX
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|
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Person/City Match:Charles A Calderwood - Houston, TX
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The following government agencies have contributed data:
Texas Comptroller of Public Accounts U.S. Department of Labor U.S. Small Business Administration
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