Piedmont Wealth Advisory LLC
Virginia
Registered In
12/30/2016
Incorp. Date
Company Summary
Piedmont Wealth Advisory LLC at 12030 Sunrise Valley Dr STE 325, Reston, Va 20191 lists Douglas Hart Birnie of Chantilly, VA.
- Registered In
- Virginia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc
- Status
- Pendinact
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Douglas Hart Birnie
Registered Agent
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4702 LEIGHFIELD VALLEY DR, CHANTILLY, VA 20151
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12030 SUNRISE VALLEY DR STE 325, RESTON, VA 20191
View Map
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Financial Information for Piedmont Wealth Advisory LLC
Form 5500
PIEDMONT WEALTH ADVISORY LLC
12030 Sunrise Valley Dr Suite 325, Reston, Va 20191 (571) 313-5125 EIN:81-4978464 Plan Admin:Douglas Birnie| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePIEDMONT WEALTH ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$62,843 / $138,901 | 2023 | PIEDMONT WEALTH ADVISORY LLC 401K PLAN - Plan #001 | 4 / 4 | $62,843 / $138,901 |
| 2022 | Plan NamePIEDMONT WEALTH ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$31,530 / $62,843 | 2022 | PIEDMONT WEALTH ADVISORY LLC 401K PLAN - Plan #001 | 4 / 4 | $31,530 / $62,843 |
| 2021 | Plan NamePIEDMONT WEALTH ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $31,530 | 2021 | PIEDMONT WEALTH ADVISORY LLC 401K PLAN - Plan #001 | 4 / 4 | $0 / $31,530 |
| 2020 | Plan NamePIEDMONT WEALTH ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $0 | 2020 | PIEDMONT WEALTH ADVISORY LLC 401K PLAN - Plan #001 | 3 / 4 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PIEDMONT WEALTH ADVISORY LLC
12030 Sunrise Valley Drive Suite 325, Reston, Va 20170| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$44,455 Forgiven$44,984 LenderEagleBank Jobs3 | 04/27/2020 | $44,455 | $44,984 | EagleBank | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:12030 Sunrise Valley Dr Ste 325 Reston, VA
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Birnie & Associates, Inc.
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|
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|
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|
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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
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