Congruent Investment Partners LLC
Texas
Registered In
03/30/2009
Incorp. Date
Company Summary
Congruent Investment Partners LLC at 208 N Market ST STE 400, Dallas, Tx 75202 lists Travis P Baldwin and Preston L Massey of Dallas, TX as the associates.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Merged
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Ct Corporation
Registered Agent
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350 N ST PAUL ST STE 2900, DALLAS, TX 75201
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Travis P Baldwin
Member
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208 N MARKET ST STE 400, DALLAS, TX 75202
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Preston L Massey
Member
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208 N MARKET ST STE 400, DALLAS, TX 75202
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208 N MARKET ST STE 400, DALLAS, TX 75202
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Financial Information for Congruent Investment Partners LLC
Form 5500
CONGRUENT INVESTMENT PARTNERS, LLC
3400 Carlisle ST STE 320, Dallas, Tx 75204 (214) 760-7411 EIN:27-3061053 Plan Admin:Travis Baldwin| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCONGRUENT INVESTMENT PARTNERS LLC 401K PSP Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,311,688 / $1,653,699 | 2023 | CONGRUENT INVESTMENT PARTNERS LLC 401K PSP - Plan #001 | 6 / 6 | $1,311,688 / $1,653,699 |
| 2022 | Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,693,270 / $1,311,688 | 2022 | CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 7 / 6 | $1,693,270 / $1,311,688 |
| 2021 | Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,390,015 / $1,693,270 | 2021 | CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 7 / 7 | $1,390,015 / $1,693,270 |
| 2021 | Plan NameCONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 0 Assets BOY/EOY$0 / $0 | 2021 | CONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN - Plan #501 | 5 / 0 | $0 / $0 |
| 2020 | Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,065,508 / $1,390,015 | 2020 | CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 7 / 7 | $1,065,508 / $1,390,015 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Congruent Investment Partners, LLC
Registered in Texas
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Dallas, TX | View Report |
Address Match:208 N Market St Ste 400 Dallas, TX
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Address Match:208 N Market St Dallas, TX
Person/City Match:Travis P Baldwin - Dallas, TX
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Congruent Credit Strategies Gp II, LLC
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|
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Person/City Match:Preston L Massey - Dallas, TX
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The following government agencies have contributed data:
Texas Comptroller of Public Accounts U.S. Department of Labor
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