Sage Financial Advisors Inc.
Arizona
Registered In
09/21/1998
Incorp. Date
Company Summary
Sage Financial Advisors Inc. at 8980 E Raintree Dr STE 120, Scottsdale, Az 85260 lists Ka&Jl Christensen Family Trust and Kelly Christensen of Scottsdale, AZ.
- Registered In
- Arizona
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic For-Profit (Business) Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Gregory A Robinson
Registered Agent
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7204 N 16TH ST STE 108, PHOENIX, AZ 85020
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Ka&Jl Christensen Family Trust
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Kelly Christensen
President
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11834 N 74TH PL, SCOTTSDALE, AZ 85260
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Kelly Christensen
Director
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11834 N 74TH PL, SCOTTSDALE, AZ 85260
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Kelly Christensen
Secretary
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11834 N 74TH PL, SCOTTSDALE, AZ 85260
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Julia L Christensen Trustee
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Kelly A Christensen Trustee
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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8980 E RAINTREE DR STE 120, SCOTTSDALE, AZ 85260
View Map
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Financial Information for Sage Financial Advisors Inc.
Form 5500
SAGE FINANCIAL ADVISORS INC.
8980 East Raintree Drive, Suite 120, Scottsdale, Az 85260 (602) 617-5099 EIN:86-0930592 Plan Admin:Kelly Christensen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,919,344 / $1,617,440 | 2022 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,919,344 / $1,617,440 |
| 2021 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,542,890 / $1,919,344 | 2021 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,542,890 / $1,919,344 |
| 2020 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,087,936 / $1,542,890 | 2020 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,087,936 / $1,542,890 |
| 2019 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$730,264 / $1,087,936 | 2019 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $730,264 / $1,087,936 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SAGE FINANCIAL ADVISORS INC
8980 E Raintree Dr Ste 120, SCOTTSDALE, AZ 85260-7301| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$99,100 Forgiven$0 LenderAlerus Financial, National Association Jobs5 | 04/14/2020 | $99,100 | $0 | Alerus Financial, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:8980 E Raintree Dr Ste 120 Scottsdale, 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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