Bluesky Wealth Advisors, LLC
Washington
Registered In
05/24/2022
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction
Company Summary
Bluesky Wealth Advisors, LLC in New Bern, NC was registered on 05/24/2022. It is listed at 2131 S Glenburnie Rd STE 8, New Bern, Nc 28562.
- Registered In
- Washington
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- North Carolina
- Company Type
- Foreign Limited Liability Company
- Status
- Active
- Phone
- (252) 633-****
- Website
- blueskywa.com
- ****@blueskywa.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agents Inc.
Registered Agent
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100 N HOWARD ST STE R, SPOKANE, WA 99201
|
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2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
View Map
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Financial Information for Bluesky Wealth Advisors, LLC
Form 5500
BLUESKY WEALTH ADVISORS LLC
2131 S Glenburnie Road STE 8, New Bern, Nc 28561 (252) 633-0107 EIN:20-0092155 Plan Admin:David Blain| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 18 Assets BOY/EOY$2,276,094 / $2,681,371 | 2023 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 18 | $2,276,094 / $2,681,371 |
| 2022 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$2,913,834 / $2,276,094 | 2022 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 25 / 24 | $2,913,834 / $2,276,094 |
| 2021 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,178,956 / $2,913,834 | 2021 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 25 / 25 | $2,178,956 / $2,913,834 |
| 2020 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 25 Assets BOY/EOY$1,432,396 / $2,178,956 | 2020 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 20 / 25 | $1,432,396 / $2,178,956 |
| 2019 | Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,270,001 / $1,432,396 | 2019 | BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 18 | $1,270,001 / $1,432,396 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BLUESKY WEALTH ADVISORS, LLC
2131 S Glenburnie Rd, New Bern, NC 28562 Ethnicity:Not Hispanic or Latino Veteran:Yes| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$232,000 Forgiven$233,361 LenderLive Oak Banking Company Jobs17 | 04/07/2020 | $232,000 | $233,361 | Live Oak Banking Company | 17 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Washington Secretary of State U.S. Department of Labor U.S. Small Business Administration
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