Directed Trust Company

California
Registered In
03/28/2023
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Directed Trust Company at 3033 N Central Ave STE 415, Phoenix, Az 85012 lists Mathew Sorensen and Kyle Mcmillan of Phoenix, AZ as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
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People

Main Street Registered Agent, Inc. Registered 1505 Agent
1883 W ROYAL HUNTE DR STE 200, CEDAR CITY, UT 84720
Mathew Sorensen CEO
3033 N CENTRAL AVE STE 415, PHOENIX, AZ 85012
Kyle Mcmillan Chief Financial Officer
3033 N CENTRAL AVE STE 415, PHOENIX, AZ 85012
Mark J. Kohler Secretary
3033 N CENTRAL AVE STE 415, PHOENIX, AZ 85012

Map & Locations

3033 N CENTRAL AVE STE 415, PHOENIX, AZ 85012 View Map
7700 IRVINE CENTER DR STE 800, IRVINE, CA 92618 View Map

Financials

Financial Information for Directed Trust Company

Form 5500

DIRECTED TRUST COMPANY

3033 N Central Ave STE 415, Phoenix, Az 85012 (602) 888-2877 EIN:83-1454356 Plan Admin:Hayden Gibby
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDIRECTED TRUST COMPANY RETIREMENT TRUST Plan #001 Participants BOY/EOY27 / 31 Assets BOY/EOY$214,106 / $496,199 2023 DIRECTED TRUST COMPANY RETIREMENT TRUST - Plan #001 27 / 31 $214,106 / $496,199
2022 Plan NameDIRECTED TRUST COMPANY RETIREMENT TRUST Plan #001 Participants BOY/EOY17 / 26 Assets BOY/EOY$121,103 / $214,106 2022 DIRECTED TRUST COMPANY RETIREMENT TRUST - Plan #001 17 / 26 $121,103 / $214,106
2021 Plan NameDIRECTED TRUST COMPANY RETIREMENT TRUST Plan #001 Participants BOY/EOY11 / 17 Assets BOY/EOY$56,041 / $121,103 2021 DIRECTED TRUST COMPANY RETIREMENT TRUST - Plan #001 11 / 17 $56,041 / $121,103
2020 Plan NameDIRECTED TRUST COMPANY RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 7 Assets BOY/EOY$30,525 / $56,041 2020 DIRECTED TRUST COMPANY RETIREMENT TRUST - Plan #001 3 / 7 $30,525 / $56,041
2019 Plan NameDIRECTED TRUST COMPANY RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$17,962 / $30,525 2019 DIRECTED TRUST COMPANY RETIREMENT TRUST - Plan #001 3 / 3 $17,962 / $30,525
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DIRECTED TRUST COMPANY

3033 N Central Ave, Suite 415, Phoenix, Az 85012-2774 Industry:Offices of Lawyers Ethnicity:Not Hispanic or Latino Race:White
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$45,400 Forgiven$45,655 LenderState Bank of Southern Utah Jobs4 04/06/2020 $45,400 $45,655 State Bank of Southern Utah 4
PPP Loans based on Paycheck Protection Program.

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Sources

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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