Smart Portfolios, LLC

Danville, CA

California

Registered In

12/28/2018

Incorp. Date

Foreign

Registration Type

Washington

Foreign Jurisdiction

Company Summary

Smart Portfolios, LLC at 17865 Ballinger Way Ne, Lake Forest Park, Wa 98155 lists Bryce James of Lake Forest Park, WA as the associate.

Bryce James Individual Agent	171 FRONT ST STE 100, DANVILLE, CA 94526
Bryce James CEO	17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155 (View Past Addresses)
Bryce James Manager	17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155 (View Past Addresses)

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17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155 (Mailing) View Map

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Form 5500

17865 Ballinger Way Northeast, Lake Forest Park, Wa 98155 (206) 686-4840 EIN:75-3072032 Plan Admin:Bryce A. James

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$230,648 / $155,064	2022	SMART PORTFOLIOS 401(K) PLAN - Plan #001	7 / 7	$230,648 / $155,064
2021	Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$175,881 / $230,648	2021	SMART PORTFOLIOS 401(K) PLAN - Plan #001	8 / 7	$175,881 / $230,648
2020	Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$107,471 / $175,881	2020	SMART PORTFOLIOS 401(K) PLAN - Plan #001	7 / 8	$107,471 / $175,881
2019	Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$0 / $107,471	2019	SMART PORTFOLIOS 401(K) PLAN - Plan #001	5 / 7	$0 / $107,471

Benefit & Retirement Plans based on Form 5500.

PPP Loans

17865 Ballinger Way Northeast, Lake Forest Park, WA 98155

Loan Date	Approved	Forgiven	Lender	Jobs
05/05/2020	Approved$109,400 Forgiven$110,707 LenderBanner Bank Jobs7	05/05/2020	$109,400	$110,707	Banner Bank	7

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Smart Portfolios, LLC Registered in Washington	Lake Forest Park, WA		View Report

Address Match:17865 Ballinger Way Ne Lake Forest Park, WA

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Shield Holdings, LLC Registered in Washington	Lake Forest Park, WA	View Report
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Rialto Financial, LLC Registered in Washington	Lake Forest Park, WA	View Report
Macro Tides, LLC Registered in Washington	Lake Forest Park, WA	View Report

Street Match:Ballinger Way Ne Lake Forest Park, WA

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Soundcoaching, LLC Registered in Washington	Lake Forest Park, WA	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

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