Mosaic Financial Associates, L.L.C.

Bernard M Rethore Registered Agent	5070 N 40TH ST # 230, PHOENIX, AZ 85018
Anthony Williams Member	637 S 48TH ST # 12, TEMPE, AZ 85281
Marcus Ortega Member	637 S 48TH ST # 12, TEMPE, AZ 85281

637 S 48TH ST # 12, TEMPE, AZ 85281 View Map

Form 5500

960 West Elliot Road, Suite 213, Tempe, Az 85284 (480) 529-7864 EIN:26-1737643 Plan Admin:Deidra Ortega

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMOSAIC FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$756,719 / $974,460	2023	MOSAIC FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$756,719 / $974,460

Benefit & Retirement Plans based on Form 5500.

PPP Loans

960 W Elliot Rd Suite 111, TEMPE, AZ 85284-1140

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$70,000 Forgiven$70,606 LenderSolera National Bank Jobs6	04/15/2020	$70,000	$70,606	Solera National Bank	6

PPP Loans based on Paycheck Protection Program.

Address Match:637 S 48th St Tempe, 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

Company Summary