Foothills Financial Planning and Wealth Management, LLC
Arizona
Registered In
01/12/2009
Incorp. Date
Company Summary
Foothills Financial Planning and Wealth Management, LLC at 4425 E Agave Rd # 132, Phoenix, Az 85044 lists Kevin O'reilly of Phoenix, AZ as the associate.
- Registered In
- Arizona
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Llc
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Kevin O'reilly
Registered Agent
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1427 E DESERT FLOWER LN, PHOENIX, AZ 85048
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Kevin O'reilly
Member
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1427 E DESERT FLOWER LN, PHOENIX, AZ 85048
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4425 E AGAVE RD # 132, PHOENIX, AZ 85044
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Financial Information for Foothills Financial Planning and Wealth Management, LLC
Form 5500
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
4425 East Agave Road Suite 132, Phoenix, Az 85044 (480) 445-9072 EIN:26-4212041 Plan Admin:Kevin O'reilly| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFOOTHILLS FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$188,815 / $240,666 | 2022 | FOOTHILLS FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 7 / 7 | $188,815 / $240,666 |
| 2021 | Plan NameFOOTHILLS FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$88,343 / $188,815 | 2021 | FOOTHILLS FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 7 / 7 | $88,343 / $188,815 |
| 2020 | Plan NameFOOTHILLS FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$10,042 / $88,343 | 2020 | FOOTHILLS FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 6 / 6 | $10,042 / $88,343 |
| 2019 | Plan NameFOOTHILLS FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$0 / $10,042 | 2019 | FOOTHILLS FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 3 / 6 | $0 / $10,042 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FOOTHILLS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
4425 E Agave Rd STE 132, Phoenix, Az 85044| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$56,020 Forgiven$56,519 LenderJPMorgan Chase Bank, National Association Jobs40 | 05/01/2020 | $56,020 | $56,519 | JPMorgan Chase Bank, National Association | 40 |
PPP Loans based on Paycheck Protection Program.
Address Match:4425 E Agave Rd Phoenix, 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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