Vitalstone Financial, LLC

Wayne L. Burges Registered Agent	14310 NORTHBROOK DR STE 220, SAN ANTONIO, TX 78232
Jason Odette Managing Member	2915 W BITTERS RD STE 315, SAN ANTONIO, TX 78248
Christopher Mcneil Managing Member	2915 W BITTERS RD STE 315, SAN ANTONIO, TX 78248
James Jedrziewski Managing Member	2915 W BITTERS RD STE 315, SAN ANTONIO, TX 78248

14310 NORTHBROOK DR STE 220, SAN ANTONIO, TX 78232 View Map

Form 5500

3009 Napier Park Suite 101, Shavano Park, Tx 78231 (210) 926-5733 EIN:85-2362364 Plan Admin:Jason Odette

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameVITALSTONE FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$79,119 / $159,685	2023	VITALSTONE FINANCIAL LLC 401(K) PLAN - Plan #001	5 / 5	$79,119 / $159,685
2022	Plan NameVITALSTONE FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$73,850 / $79,119	2022	VITALSTONE FINANCIAL LLC 401(K) PLAN - Plan #001	6 / 6	$73,850 / $79,119
2021	Plan NameVITALSTONE FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $73,850	2021	VITALSTONE FINANCIAL LLC 401(K) PLAN - Plan #001	5 / 5	$0 / $73,850

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2915 W Bitters Rd STE 315, San Antonio, Tx 78248-1698

Loan Date	Approved	Forgiven	Lender	Jobs
05/02/2020	Approved$82,432 Forgiven$40,861 LenderBank of America, National Association Jobs5	05/02/2020	$82,432	$40,861	Bank of America, National Association	5
04/30/2020	Approved$86,742 Forgiven$87,672 LenderWebBank Jobs5	04/30/2020	$86,742	$87,672	WebBank	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Vitalstone - Insurance & Financial Services LLC Registered in Ohio	Columbus, OH		View Report

Address Match:14310 Northbrook Dr Ste 220 San Antonio, TX

Ascend, L.L.P. Registered in Texas	San Antonio, TX	View Report
Joann Kilgore, L.C.S.W. Professional Corporation Registered in Texas	San Antonio, TX	View Report
B2d, LLC Registered in Texas	San Antonio, TX	View Report
Bwn Venture, LLC Registered in Texas	San Antonio, TX	View Report
Chez Maurice Inc. Registered in Texas	San Antonio, TX	View Report
Diamond F Construction, LLC Registered in Texas	Bulverde, TX San Antonio, TX	View Report
Hestia Holdings II, LLC Registered in Texas	San Antonio, TX	View Report
Innomont Technology of America, LLC Registered in Texas	San Antonio, TX	View Report
Innovachem Products, LLC Registered in Texas	Laredo, TX San Antonio, TX	View Report
Ivest Holdings LLC Registered in Texas	Austin, TX San Antonio, TX	View Report
Ivesthomes, LLC Registered in Texas	Belton, TX San Antonio, TX	View Report
Kjb210 Enterprises, LLC Registered in Texas	Port Aransas, TX San Antonio, TX	View Report
Lonestar Veterinary Partners, LLC Registered in Texas	San Antonio, TX	View Report
Rebekka Thorud Do, PLLC Registered in Texas	San Antonio, TX	View Report
Seat Guys LLC Registered in Texas	Belton, TX San Antonio, TX	View Report
The Burges Law Firm, P.C. Registered in Texas	San Antonio, TX	View Report
Vickers Properties & Investments, LLC Registered in Texas	Jourdanton, TX San Antonio, TX	View Report
Vitalstone Properties, LLC Registered in Texas	San Antonio, TX	View Report
Wayne Burges & Company, P.C. Registered in Texas	San Antonio, TX	View Report

Address Match:14310 Northbrook Dr San Antonio, TX

Pinnacle Peo Corporation Registered in California	San Antonio, TX	View Report
Pinnacle Peo Corporation Registered in Oregon	San Antonio, TX	View Report
Txa Holdings Properties, Lp Registered in Texas	San Antonio, TX	View Report
Alamo Orthodontic Arts, PLLC Registered in Texas	San Antonio, TX	View Report
Jumpstarter Distributors, L.L.C. Registered in Texas	San Antonio, TX	View Report
Law Offices of Gary F. Churak P.C. Registered in Texas	San Antonio, TX	View Report
R & R Global Resources, LLC Registered in Texas	San Antonio, TX	View Report
Sunbelt Sales & Marketing, Inc. Registered in Texas	San Antonio, TX	View Report
Tsp Services, LLC Registered in Texas	San Antonio, TX	View Report
14310 Enterprises, LLC Registered in Texas	San Antonio, TX	View Report
Gmccjp, LLC Registered in Texas	San Antonio, TX	View Report
N414 Leasing, LLC Registered in Texas	Lytle, TX San Antonio, TX	View Report
Northbrook Venture Management, LLC Registered in Texas	San Antonio, TX	View Report
Oilfield Partners Energy Services, L.L.C. Registered in Texas	San Antonio, TX	View Report
Pinnacle Northeast, Lp Registered in Texas	Dallas, TX San Antonio, TX	View Report
Pinnacle Southeast, Lp Registered in Texas	Dallas, TX San Antonio, TX	View Report

Person/City Match:Wayne L Burges - San Antonio, TX

Bbarr Consulting LLC Registered in Texas	Saint Hedwig, TX	View Report
Craig Pedersen D.O., PLLC Registered in Texas	San Antonio, TX	View Report
Ivest Real Estate LLC Registered in Texas	Austin, TX San Anotnio, TX	View Report
Veterinary Real Estate Partners, LLC Registered in Texas	New Braunfels, TX San Antonio, TX	View Report
Wayne L. Burges, P.C. Registered in Texas	San Antonio, TX	View Report
Innovachem, Inc. Registered in Texas	Laredo, TX San Antonio, TX	View Report
Jg Lake Holdings, LLC Registered in Texas	Granbury, TX San Antonio, TX	View Report
Wayne L. Burges, P.C. Registered in Texas	San Antonio, TX	View Report

Person/City Match:Christopher Mcneil - San Antonio, TX

Nuavrio, LLC Registered in Texas	San Antonio, TX		View Report
Particeps, LLC Registered in Texas	San Antonio, TX		View Report

Person/City Match:James Jedrziewski - San Antonio, TX

Casey Center for Community Counseling Trust, Incorporated Registered in Florida	Fleming Island, FL		View Report
San Antonio Association of Insurance and Financial Advisors Registered in Texas	San Antonio, TX		View Report

The following government agencies have contributed data:

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

Company Summary