Lofy Group Wealth Management, Inc.

Phoenix, AZ

Arizona

Registered In

10/01/2002

Incorp. Date

Company Summary

Lofy Group Wealth Management, Inc. at 11120 N Tatum Blvd # 101, Phoenix, Az 85028 lists Lofy Family Trust 1/01/1990 and Thomas Lofy of Phoenix, AZ.

Overview

Registered In

Arizona

Incorporation Date

10/01/2002

Company Type

Domestic For-Profit (Business) Corporation

Status

Active

Registration Type

Domestic

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

People

Lofy Service Agent Llc Registered Agent	11120 N TATUM BLVD # 101, PHOENIX, AZ 85028
Lofy Family Trust 1/01/1990 Shareholder	NOT REQUIRED XXXXX
Thomas Lofy President	11120 N TATUM BLVD STE 101, PHOENIX, AZ 85028
Lauren Lofy Vice President	11120 N TATUM BLVD STE 101, PHOENIX, AZ 85028
Lauren Lofy Director	11120 N TATUM BLVD STE 101, PHOENIX, AZ 85028
Thomas Lofy Director	11120 N TATUM BLVD STE 101, PHOENIX, AZ 85028
Thomas Lofy Secretary	11120 N TATUM BLVD STE 101, PHOENIX, AZ 85028
Lauren Lofy Treasurer	11120 N TATUM BLVD STE 101, PHOENIX, AZ 85028

Showing current associates only (8 of 9 total associates). Create a free account to see the full associate history

Map & Locations

11120 N TATUM BLVD # 101, PHOENIX, AZ 85028 View Map

Financials

Financial Information for Lofy Group Wealth Management, Inc.

Form 5500

LOFY GROUP WEALTH MANAGEMENT, INC.

11120 N. Tatum Blvd., Suite 101, Phoenix, Az 85028 (602) 953-5000 EIN:46-0503242 Plan Admin:Thomas R. Lofy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE LOFY GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,497,739 / $1,317,142	2022	THE LOFY GROUP 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$1,497,739 / $1,317,142
2021	Plan NameTHE LOFY GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,236,668 / $1,497,739	2021	THE LOFY GROUP 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$1,236,668 / $1,497,739
2020	Plan NameTHE LOFY GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$993,028 / $1,236,668	2020	THE LOFY GROUP 401(K) PROFIT SHARING PLAN - Plan #001	8 / 7	$993,028 / $1,236,668
2019	Plan NameTHE LOFY GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$741,453 / $993,028	2019	THE LOFY GROUP 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$741,453 / $993,028

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LOFY GROUP WEALTH MANAGEMENT, INC.

11120 TATUM BLVD Suite 101, PHOENIX, AZ 85028-1628

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$74,700 Forgiven$75,252 LenderBell Bank Jobs5	04/08/2020	$74,700	$75,252	Bell Bank	5

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:11120 N Tatum Blvd # 101 Phoenix, AZ

Allaurtin, LLC. Registered in Arizona	Phoenix, AZ	View Report
Alpha Blonde, LLC Registered in Arizona	Phoenix, AZ	View Report
Avner Macnish Holdings, LLC Registered in Arizona	Palo Alto, CA Phoenix, AZ	View Report
Creative Monkey Business, LLC Registered in Arizona	Phoenix, AZ	View Report
Dew's Fire Protection, Inc. Registered in Arizona	Phoenix, AZ	View Report
Fairview Development Corporation Registered in Arizona	Phoenix, AZ	View Report
Gk Taos Properties, LLC Registered in Arizona	Highland Village, TX Phoenix, AZ	View Report
Gray Dawn, Inc. Registered in Arizona	Phoenix, AZ	View Report
Jennings 1-4-1 LLC Registered in Arizona	Phoenix, AZ	View Report
Lofy Cpa, Pc Registered in Arizona	Phoenix, AZ	View Report
Lofy Law, Pc Registered in Arizona	Phoenix, AZ	View Report
Lofy Service Agent, LLC. Registered in Arizona	Phoenix, AZ	View Report
Mazi Properties, LLC Registered in Arizona	Phoenix, AZ Scottsdale, AZ	View Report
Medical Business Advocates, LLC Registered in Arizona	Phoenix, AZ	View Report
Santosha, LLC Registered in Arizona	Phoenix, AZ	View Report
Sjachad, Inc. Registered in Arizona	Phoenix, AZ Scottsdale, AZ	View Report
Winston Realty - Shea & Tatum, LLC Registered in Arizona	Phoenix, AZ	View Report
Robert G. Saide, M.D., P.C. Registered in Arizona	Phoenix, AZ	View Report
Jennings 1-4-1 LLC Registered in California	Phoenix, AZ	View Report

Address Match:11120 N Tatum Blvd Phoenix, AZ

Ani and Alex Property Services II LLC Registered in Arizona	Phoenix, AZ	View Report
Bagels on Fire LLC Registered in Arizona	Phoenix, AZ	View Report
Get Loan Update, LLC Registered in Arizona	Phoenix, AZ Scottsdale, AZ	View Report
Land of Om 108 LLC Registered in Arizona	Phoenix, AZ	View Report
Land of Om Entertainment LLC Registered in Arizona	Phoenix, AZ	View Report
Mais & Dunkel Blau, LLC Registered in Arizona	Essexville, MI Phoenix, AZ	View Report
Offidani & Kresin, P.C. Registered in Arizona	Phoenix, AZ	View Report
Orion Mortgage Corporation Registered in Arizona	Phoenix, AZ	View Report
Sbyammer 2, LLC Registered in Arizona	Phoenix, AZ	View Report
Michael M. Zimmerman, P.C. Registered in Texas	Coppell, TX Phoenix, AZ	View Report

Person/City Match:Thomas Lofy - Phoenix, AZ

Arundel Estates LLC Registered in Arizona	Phoenix, AZ Scottsdale, AZ	View Report
Chiprana, LLC Registered in Arizona	Phoenix, AZ	View Report
Gsd Healthcare, Inc. Registered in Arizona	Phoenix, AZ	View Report
Heiritage Legacy Expressions, LLC Registered in Arizona	Phoenix, AZ	View Report
Liddy Investments, LLC Registered in Arizona	Phoenix, AZ	View Report
Mayberry Avenue, LLC Registered in Arizona	Mesa, AZ Phoenix, AZ	View Report
Post Properties, LLC Registered in Arizona	Phoenix, AZ	View Report

View More in Phoenix, AZ

Sources

The following government agencies have contributed data:

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