Strata Wealth Advisors, LLC
Texas
Registered In
04/17/2017
Incorp. Date
Company Summary
Strata Wealth Advisors, LLC at 3700 Mckinney Ave # 2113, Dallas, Tx 75204 lists Kenneth R. Painter 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
Search Other Resources
People
|
Kenneth Painter
Registered Agent
|
8750 N CENTRAL EXPY STE 1875, DALLAS, TX 75231
|
|
|
Kenneth R. Painter
Manager
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8750 N CENTRAL EXPY STE 1875, DALLAS, TX 75231
|
Map & Locations
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3700 MCKINNEY AVE # 2113, DALLAS, TX 75204
View Map
|
Financials
Financial Information for Strata Wealth Advisors, LLC
Form 5500
STRATA WEALTH ADVISORS, LLC
8750 N Central Expy STE 1875, Dallas, Tx 75231 (214) 420-7023 EIN:82-1234400 Plan Admin:Strata Wealth Advisors, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSTRATA WEALTH ADVISORS 401(K) P/S PLAN Plan #002 Participants BOY/EOY10 / 12 Assets BOY/EOY$380,562 / $514,318 | 2022 | STRATA WEALTH ADVISORS 401(K) P/S PLAN - Plan #002 | 10 / 12 | $380,562 / $514,318 |
| 2021 | Plan NameSTRATA WEALTH ADVISORS 401(K) P/S PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$371,698 / $380,562 | 2021 | STRATA WEALTH ADVISORS 401(K) P/S PLAN - Plan #002 | 8 / 10 | $371,698 / $380,562 |
| 2020 | Plan NameSTRATA WEALTH ADVISORS 401(K) P/S PLAN Plan #002 Participants BOY/EOY5 / 7 Assets BOY/EOY$259,724 / $371,698 | 2020 | STRATA WEALTH ADVISORS 401(K) P/S PLAN - Plan #002 | 5 / 7 | $259,724 / $371,698 |
| 2019 | Plan NameSTRATA WEALTH ADVISORS 401(K) P/S PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$151,136 / $259,724 | 2019 | STRATA WEALTH ADVISORS 401(K) P/S PLAN - Plan #002 | 5 / 5 | $151,136 / $259,724 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STRATA WEALTH ADVISORS, LLC
3700 Mckinney Ave APT 2113, Dallas, Tx 75204-1688 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$107,033 Forgiven$107,854 LenderBank of America, National Association Jobs8 | 05/01/2020 | $107,033 | $107,854 | Bank of America, National Association | 8 |
PPP Loans based on Paycheck Protection Program.
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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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