Waterloo Capital Management, LLC

John Chatmas Jr Registered Agent	301 CONGRESS AVE STE 120, AUSTIN, TX 78701
John Chatmas Jr President	6107 CAPE CORAL DR, AUSTIN, TX 78746

301 CONGRESS AVE STE 120, AUSTIN, TX 78701 View Map

Form 5500

2700 Via Fortuna Suite 100, Austin, Tx 78746 (512) 777-5904 EIN:46-1491233 Plan Admin:John Chatmas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWATERLOO CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$767,373 / $736,908	2022	WATERLOO CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	9 / 13	$767,373 / $736,908
2021	Plan NameWATERLOO CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$589,359 / $767,373	2021	WATERLOO CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	10 / 9	$589,359 / $767,373
2020	Plan NameWATERLOO CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$488,482 / $589,359	2020	WATERLOO CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	8 / 10	$488,482 / $589,359
2019	Plan NameWATERLOO CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$337,011 / $488,482	2019	WATERLOO CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	6 / 7	$337,011 / $488,482

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1536 Indiana St, Houston, TX 77006-1818 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/14/2021	Approved$36,458 Forgiven$36,604 LenderStellar Bank Jobs2	02/14/2021	$36,458	$36,604	Stellar Bank	2
04/14/2020	Approved$129,200 Forgiven$129,957 LenderPlainsCapital Bank Jobs8	04/14/2020	$129,200	$129,957	PlainsCapital Bank	8

PPP Loans based on Paycheck Protection Program.

Address Match:301 Congress Ave Ste 120 Austin, TX

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Person/City Match:John Chatmas Jr - Austin, 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

Company Summary