Bluepeak Advisors, LLC
Texas
Registered In
12/31/2015
Incorp. Date
Company Summary
Bluepeak Advisors, LLC at 2652 Fm 407 STE 215, Bartonville, Tx 76226 lists Sherry Pound of Bartonville, TX and Babette Edgar of Reisterstown, MD.
Overview
Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
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Sherry Pound
Registered Agent
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2652 FM 407 STE 215-B, BARTONVILLE, TX 76226
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Sherry Pound
Governing Person
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2652 FM 407 STE 215B, BARTONVILLE, TX 76226
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Babette Edgar
Governing Person
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2407 LONG RIDGE RD, REISTERSTOWN, MD 21136
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Map & Locations
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2652 FM 407 STE 215, BARTONVILLE, TX 76226
View Map
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Financials
Financial Information for Bluepeak Advisors, LLC
Form 5500
BLUEPEAK ADVISORS, LLC
2652 Fm 407, Suite 215, Bartonville, Tx 76226 (808) 478-3975 EIN:45-2250495 Plan Admin:Sherry Pound| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameBLUEPEAK ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY19 / 0 Assets BOY/EOY$1,181,276 / $0 | 2020 | BLUEPEAK ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 19 / 0 | $1,181,276 / $0 |
| 2020 | Plan NameBLUEPEAK ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 0 Assets BOY/EOY$688,423 / $0 | 2020 | BLUEPEAK ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 25 / 0 | $688,423 / $0 |
| 2019 | Plan NameBLUEPEAK ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,101,216 / $1,181,276 | 2019 | BLUEPEAK ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 19 / 19 | $1,101,216 / $1,181,276 |
| 2019 | Plan NameBLUEPEAK ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 20 Assets BOY/EOY$1,063,119 / $688,423 | 2019 | BLUEPEAK ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 25 / 20 | $1,063,119 / $688,423 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Texas Comptroller of Public Accounts • U.S. Department of Labor
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