Sensible Money, LLC
Arizona
Registered In
07/11/2011
Incorp. Date
Company Summary
Sensible Money, LLC at 4200 N Marshall Way STE 2, Scottsdale, Az 85251 lists Dana Anspach of Scottsdale, AZ and Kathleen Mealey of Marblehead, MA as associates.
- 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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Dana Anspach
Registered Agent
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5101 E WINDROSE, SCOTTSDALE, AZ 85254
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Dana Anspach
Member
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4200 N MARSHALL WAY STE 2, SCOTTSDALE, AZ 85251
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Kathleen Mealey
Manager
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44 MAPLE ST, MARBLEHEAD, MA 01945
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Dana Anspach
Manager
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4200 N MARSHALL WAY STE 2, SCOTTSDALE, AZ 85251
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Cj Miller
Manager
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4200 N MARSHALL WAY STE 2, SCOTTSDALE, AZ 85251
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Amy Shepard
Manager
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11355 E RUTLEDGE AVE, MESA, AZ 85212
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4200 N MARSHALL WAY STE 2, SCOTTSDALE, AZ 85251
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Financial Information for Sensible Money, LLC
Form 5500
SENSIBLE MONEY LLC
4200 N Marshall Way STE 2, Scottsdale, Az 85251 (480) 719-7290 EIN:45-2724692 Plan Admin:Dana Anspach| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameSENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$897,663 / $986,010 | 2023 | SENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 17 | $897,663 / $986,010 |
| 2022 | Plan NameSENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$965,732 / $897,663 | 2022 | SENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 15 | $965,732 / $897,663 |
| 2021 | Plan NameSENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$732,779 / $965,732 | 2021 | SENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 12 | $732,779 / $965,732 |
| 2020 | Plan NameSENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$485,373 / $732,779 | 2020 | SENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 12 | $485,373 / $732,779 |
| 2019 | Plan NameSENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$263,521 / $485,373 | 2019 | SENSIBLE MONEY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 12 | $263,521 / $485,373 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SENSIBLE MONEY, LLC
4200 N Marshall Way STE 2, Scottsdale, Az 85251 Ethnicity:Not Hispanic or Latino Race:White| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$164,692 Forgiven$166,118 LenderJPMorgan Chase Bank, National Association Jobs10 | 05/01/2020 | $164,692 | $166,118 | JPMorgan Chase Bank, National Association | 10 |
PPP Loans based on Paycheck Protection Program.
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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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