Senior Financial Strategies, LLC

Arizona
Registered In
09/26/2003
Incorp. Date

Company Summary

Senior Financial Strategies, LLC at 3707 E Southern Ave, Mesa, Az 85206 lists Steven Nielsen of Gilbert, AZ as the associate.

Overview

Registered In
Arizona
Incorporation Date
Company Type
Domestic Llc
Status
Active
Registration Type
Domestic
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People

Steven L Nielsen Registered Agent
3638 E TREMAINE CT, GILBERT, AZ 85234
Steven Nielsen Member
3638 E TREMAINE CT, GILBERT, AZ 85234
Steven Nielsen Manager
3638 E TREMAINE CT, GILBERT, AZ 85234

Map & Locations

3707 E SOUTHERN AVE, MESA, AZ 85206 View Map

Financials

Financial Information for Senior Financial Strategies, LLC

Form 5500

SENIOR FINANCIAL STRATEGIES, LLC

2151 E. Broadway Rd. Suite 113, Tempe, Az 85282 (480) 497-4174 EIN:54-2128258 Plan Admin:Steve Nielsen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameSENIOR FINANCIAL STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$145,653 / $149,452 2020 SENIOR FINANCIAL STRATEGIES 401(K) PLAN - Plan #001 4 / 4 $145,653 / $149,452
2019 Plan NameSENIOR FINANCIAL STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$123,995 / $145,653 2019 SENIOR FINANCIAL STRATEGIES 401(K) PLAN - Plan #001 4 / 4 $123,995 / $145,653
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SENIOR FINANCIAL STRATEGIES, LLC

1425 W Elliot Rd Suite 102, Gilbert, AZ 85233-5101 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
05/19/2020 Approved$20,833 Forgiven$21,188 LenderCross River Bank Jobs2 05/19/2020 $20,833 $21,188 Cross River Bank 2
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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