Disciplined Investors, L.L.C.

Texas
Registered In
08/20/1998
Incorp. Date

Company Summary

Disciplined Investors, L.L.C. at 100 N 6th ST STE 500, Waco, Tx 76701 lists Todd Stoner of Woodway, TX and Russell Livesay of Waco, TX as the associates.

Registered In
Texas
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Find Social Profiles
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SEC | EDGAR Trellis.Law Recent News
Todd Stoner Registered Agent
10003 STONY POINT DR, WACO, TX 76712
Todd Stoner Director
10003 STONY POINT DR, WOODWAY, TX 76712
Russell Livesay Director
3801 CHATEAU, WACO, TX 76710
Russell Livesay Manager
3801 CHATEAU, WACO, TX 76710
Todd Stoner Manager
10003 STONY POINT DR, WOODWAY, TX 76712
100 N 6TH ST STE 500, WACO, TX 76701 View Map

Financial Information for Disciplined Investors, L.L.C.

Form 5500

DISCIPLINED INVESTORS, LLC

100 North 6th St., Ste. 500, Waco, Tx 76701 (254) 755-8622 EIN:74-2889405 Plan Admin:Kevin D. Haney
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDISCIPLINED INVESTORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$463,372 / $772,446 2023 DISCIPLINED INVESTORS, LLC CASH BALANCE PLAN - Plan #002 5 / 6 $463,372 / $772,446
2022 Plan NameDISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,302,511 / $1,241,678 2022 DISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $1,302,511 / $1,241,678
2022 Plan NameDISCIPLINED INVESTORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$200,000 / $463,372 2022 DISCIPLINED INVESTORS, LLC CASH BALANCE PLAN - Plan #002 5 / 5 $200,000 / $463,372
2021 Plan NameDISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,222,997 / $1,302,511 2021 DISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $1,222,997 / $1,302,511
2021 Plan NameDISCIPLINED INVESTORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $200,000 2021 DISCIPLINED INVESTORS, LLC CASH BALANCE PLAN - Plan #002 5 / 5 $0 / $200,000
2020 Plan NameDISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$904,964 / $1,222,997 2020 DISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $904,964 / $1,222,997
2019 Plan NameDISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$697,101 / $904,964 2019 DISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN - Plan #001 5 / 4 $697,101 / $904,964
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DISCIPLINED INVESTORS LLC

100 N Sixth St Suite 500, WACO, TX 76701
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$102,300 Forgiven$102,959 LenderFirst National Bank of Central Texas Jobs5 04/27/2020 $102,300 $102,959 First National Bank of Central Texas 5
PPP Loans based on Paycheck Protection Program.
Address Match:100 N 6th St Ste 500 Waco, 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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