Principia Wealth Advisory, LLC at 13355 Noel Rd STE 1100, Dallas, Tx 75240 lists Aaron J Plautz of Dallas, TX as the associate.
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Aaron J. Plautz
Registered Agent
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4119 CEDARVIEW RD, DALLAS, TX 75287
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Aaron J Plautz
President
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5526 TAMARON CT, DALLAS, TX 75287
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Aaron J Plautz
Director
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5526 TAMARON CT, DALLAS, TX 75287
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13355 NOEL RD STE 1100, DALLAS, TX 75240
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$629,187 / $897,735 | 2023 | PWA RETIREMENT SAVINGS PLAN - Plan #001 | 3 / 3 | $629,187 / $897,735 |
| 2022 | Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$195,753 / $629,187 | 2022 | PWA RETIREMENT SAVINGS PLAN - Plan #001 | 3 / 3 | $195,753 / $629,187 |
| 2021 | Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$89,294 / $195,753 | 2021 | PWA RETIREMENT SAVINGS PLAN - Plan #001 | 3 / 3 | $89,294 / $195,753 |
| 2020 | Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$10,309 / $89,294 | 2020 | PWA RETIREMENT SAVINGS PLAN - Plan #001 | 3 / 3 | $10,309 / $89,294 |
| 2019 | Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $10,309 | 2019 | PWA RETIREMENT SAVINGS PLAN - Plan #001 | 2 / 3 | $0 / $10,309 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/30/2020 | Approved$45,753 Forgiven$45,876 LenderCross River Bank Jobs3 | 06/30/2020 | $45,753 | $45,876 | Cross River Bank | 3 |
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