Spi Advisory, LLC at 5956 Sherry Ln STE 1000, Dallas, Tx 75225 lists Becker Rentals East Llc of Dallas, TX as the associate.
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Marc S Kaliser
Registered Agent
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12770 COIT RD STE 600, DALLAS, TX 75251
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Becker Rentals East Llc
Manager
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5956 SHERRY LN STE 1000, DALLAS, TX 75225
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5956 SHERRY LN STE 1000, DALLAS, TX 75225
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSPI ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$373,309 / $654,487 | 2023 | SPI ADVISORY, LLC 401(K) PLAN - Plan #001 | 12 / 14 | $373,309 / $654,487 |
| 2022 | Plan NameSPI ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$299,180 / $373,309 | 2022 | SPI ADVISORY, LLC 401(K) PLAN - Plan #001 | 12 / 12 | $299,180 / $373,309 |
| 2021 | Plan NameSPI ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$164,067 / $299,181 | 2021 | SPI ADVISORY 401(K) PLAN - Plan #001 | 10 / 12 | $164,067 / $299,181 |
| 2020 | Plan NameSPI ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$110,452 / $164,067 | 2020 | SPI ADVISORY 401(K) PLAN - Plan #001 | 9 / 10 | $110,452 / $164,067 |
| 2019 | Plan NameSPI ADVISORY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$37,213 / $110,452 | 2019 | SPI ADVISORY 401(K) PLAN - Plan #001 | 9 / 9 | $37,213 / $110,452 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$148,412 Forgiven$149,364 LenderBenchmark Bank Jobs8 | 04/15/2020 | $148,412 | $149,364 | Benchmark Bank | 8 |
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