Nelson Financial Partners, LLC

Brett M Nelson Registered Agent

332 W LEE HWY # 300, WARRENTON, VA 20186 (View Past Addresses)

332 W LEE HWY # 300, WARRENTON, VA 20186 View Map

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Form 5500

332 W. Lee Highway #300, Warrenton, Va 20186 (540) 935-6344 EIN:20-4185649 Plan Admin:Julie Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNELSON FINANCIAL PARTNERS, LLC 401K PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$153,208 / $221,762	2023	NELSON FINANCIAL PARTNERS, LLC 401K PLAN - Plan #001	1 / 1	$153,208 / $221,762
2022	Plan NameNELSON FINANCIAL PARTNERS, LLC 401K PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$129,439 / $153,208	2022	NELSON FINANCIAL PARTNERS, LLC 401K PLAN - Plan #001	1 / 1	$129,439 / $153,208
2021	Plan NameNELSON FINANCIAL PARTNERS, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 1 Assets BOY/EOY$409,584 / $129,439	2021	NELSON FINANCIAL PARTNERS, LLC 401K PLAN - Plan #001	3 / 1	$409,584 / $129,439
2020	Plan NameNELSON FINANCIAL PARTNERS, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$345,696 / $409,584	2020	NELSON FINANCIAL PARTNERS, LLC 401K PLAN - Plan #001	3 / 3	$345,696 / $409,584
2019	Plan NameNELSON FINANCIAL PARTNERS, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$240,190 / $345,696	2019	NELSON FINANCIAL PARTNERS, LLC 401K PLAN - Plan #001	4 / 3	$240,190 / $345,696

Benefit & Retirement Plans based on Form 5500.

PPP Loans

77B West Lee Street 77B West Lee Street, Warrenton, VA 20186 Industry:Other Accounting Services

Loan Date	Approved	Forgiven	Lender	Jobs
03/23/2021	Approved$41,497 Forgiven$41,714 LenderAtlantic Union Bank Jobs7	03/23/2021	$41,497	$41,714	Atlantic Union Bank	7
04/27/2020	Approved$36,250 Forgiven$36,473 LenderAtlantic Union Bank Jobs3	04/27/2020	$36,250	$36,473	Atlantic Union Bank	3

PPP Loans based on Paycheck Protection Program.

Address Match:332 W Lee Hwy # 300 Warrenton, VA

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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor U.S. Small Business Administration

Company Summary