Achieve Financial Group, LLC

Dallas, TX

Texas

Registered In

11/20/2009

Incorp. Date

Company Summary

Achieve Financial Group, LLC at 6060 N Central Expy STE 500, Dallas, Tx 75206 lists Greg T White of Dallas, TX as the associate.

Overview

Registered In

Texas

Incorporation Date

11/20/2009

Company Type

Domestic Limited Liability Company (Llc)

Status

In Existence

Registration Type

Domestic

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People

Greg T. White Registered Agent	119 W CHARNWOOD, TYLER, TX 75701
Greg T White President	7324 GASTON AVE ST 124-224, DALLAS, TX 75214

Map & Locations

6060 N CENTRAL EXPY STE 500, DALLAS, TX 75206 View Map

Financials

Financial Information for Achieve Financial Group, LLC

Form 5500

ACHIEVE FINANCIAL GROUP, LLC

6060 N. Central Expressway, Suite 500, Dallas, Tx 75206 (903) 520-7579 EIN:37-1592147 Plan Admin:Greg White

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$222,142 / $246,475	2023	ACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$222,142 / $246,475
2022	Plan NameACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$246,619 / $222,142	2022	ACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$246,619 / $222,142
2021	Plan NameACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$216,946 / $246,619	2021	ACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$216,946 / $246,619
2020	Plan NameACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$157,183 / $216,946	2020	ACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$157,183 / $216,946
2019	Plan NameACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$115,863 / $157,183	2019	ACHIEVE FINANCIAL GROUP LLC DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$115,863 / $157,183

Benefit & Retirement Plans based on Form 5500.

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Address Match:6060 N Central Expy Dallas, TX

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Person/City Match:Greg T White - Tyler, TX

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor