Grandview Financial Group, LLC

Alabama
Registered In
05/07/2002
Incorp. Date

Company Summary

Grandview Financial Group, LLC at Birmingham, Al lists Straka, Robert R as the associate.

Overview

Registered In
Alabama
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Exists
Registration Type
Domestic
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People

Kelly Morgan Registered Agent
3168 CAHABA HEIGHTS RD, BIRMINGHAM, AL 35243
Straka, Robert R Member
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

BIRMINGHAM, AL View Map

Financials

Financial Information for Grandview Financial Group, LLC

Form 5500

GRANDVIEW FINANCIAL GROUP, LLC

3168 Cahaba Heights Road, Birmingham, Al 35243 (205) 262-1120 EIN:01-0677190 Plan Admin:Kelly Morgan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameGRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$246,332 / $237,846 2022 GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 7 $246,332 / $237,846
2021 Plan NameGRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$216,637 / $246,332 2021 GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 6 / 5 $216,637 / $246,332
2020 Plan NameGRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$168,418 / $216,637 2020 GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 5 $168,418 / $216,637
2019 Plan NameGRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$166,841 / $168,418 2019 GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 6 $166,841 / $168,418
Benefit & Retirement Plans based on Form 5500.
PPP Loans

GRANDVIEW FINANCIAL GROUP INC

2 Perimeter Park S STE 310-E, BIRMINGHAM, AL 35243-2320 Industry:Other Financial Vehicles
Loan Date Approved Forgiven Lender Jobs
04/05/2020 Approved$61,500 Forgiven$62,231 LenderServisFirst Bank Jobs6 04/05/2020 $61,500 $62,231 ServisFirst Bank 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Grandview Financial Group LLC Registered in Pennsylvania
Camp Hill, PA View Report
Grandview Financial Group LLC Registered in Massachusetts
Westwood, MA View Report
Person/City Match:Kelly Morgan - Birmingham, AL
Grandview Financial Group, Inc. Registered in Alabama
View Report
Grandview Properties, LLC Registered in Alabama
Birmingham, AL View Report

Sources

The following government agencies have contributed data:

• Alabama Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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