Cpa Financial Advantage, P.C.

Arizona
Registered In
05/17/1984
Incorp. Date

Company Summary

Cpa Financial Advantage, P.C. at 798 W 28th St, Yuma, Az 85364 lists Jayne Wright and Helen Greenwell of Yuma, AZ as associates.

Registered In
Arizona
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Professional Corporation
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Paul D Mcleod Registered Agent
798 W 28TH ST, YUMA, AZ 85364
Jayne Wright President
4705 W 8TH ST, YUMA, AZ 85365
Jayne Wright Director
4705 W 8TH ST, YUMA, AZ 85365
Helen Greenwell Director
11416 E VIA SALIDA, YUMA, AZ 85367
Paul Mcleod Director
10642 S CAMINO DEL SOL # 1, YUMA, AZ 85367 (View Past Addresses)
Quintan Williamson Director
5220 W POPPY ST, YUMA, AZ 85364
Helen Greenwell Secretary
11416 E VIA SALIDA, YUMA, AZ 85367
Paul Mcleod Treasurer
10642 S CAMINO DEL SOL, YUMA, AZ 85367 (View Past Addresses)
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798 W 28TH ST, YUMA, AZ 85364 View Map

Financial Information for Cpa Financial Advantage, P.C.

Form 5500

CPA FINANCIAL ADVANTAGE, P.C.

798 W. 28th Street, Yuma, Az 85364 (928) 344-3003 EIN:86-0483892 Plan Admin:Helen C Tanner Greenwell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$1,598,011 / $1,185,313 2022 CPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN - Plan #001 19 / 18 $1,598,011 / $1,185,313
2021 Plan NameCPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 15 Assets BOY/EOY$1,368,689 / $1,598,011 2021 CPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN - Plan #001 21 / 15 $1,368,689 / $1,598,011
2020 Plan NameCPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$1,096,569 / $1,368,689 2020 CPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN - Plan #001 21 / 21 $1,096,569 / $1,368,689
2019 Plan NameCPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$838,597 / $1,096,569 2019 CPA FINANCIAL ADVANTAGE, P.C. 401(K) PLAN - Plan #001 23 / 21 $838,597 / $1,096,569
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CPA FINANCIAL ADVANTAGE, P.C.

798 W. 28th St, Yuma, Az 85364-7169 Industry:Offices of Certified Public Accountants
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$212,400 Forgiven$214,459 Lender1st Bank Yuma Jobs15 04/11/2020 $212,400 $214,459 1st Bank Yuma 15
PPP Loans based on Paycheck Protection Program.
Address Match:798 W 28th St Yuma, AZ
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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration
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