Spi Advisory, LLC

Texas
Registered In
06/11/2014
Incorp. Date

Company Summary

Spi Advisory, LLC at 5956 Sherry Ln STE 1000, Dallas, Tx 75225 lists Becker Rentals East Llc of Dallas, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
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People

Marc S Kaliser Registered Agent
12770 COIT RD STE 600, DALLAS, TX 75251
Becker Rentals East Llc Manager
5956 SHERRY LN STE 1000, DALLAS, TX 75225

Map & Locations

5956 SHERRY LN STE 1000, DALLAS, TX 75225 View Map

Financials

Financial Information for Spi Advisory, LLC

Form 5500

SPI ADVISORY, LLC

8226 Douglas Ave STE 455, Dallas, Tx 75225 (972) 982-7951 EIN:47-1238450 Plan Admin:Jennifer Warder
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SPI ADVISORY LLC

8226 Douglas Ave, STE 455, DALLAS, TX 75225-5902 Industry:Residential Property Managers
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
PPP Loans based on Paycheck Protection Program.

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Related Business Names:
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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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