Eggert Financial Management, Inc.

Centennial, CO

Colorado

Registered In

01/08/1988

Incorp. Date

Company Summary

Eggert Financial Management, Inc. at 7200 S Alton Way STE A210, Centennial, Co 80112 lists William Hartwell Eggert of Centennial, CO.

Overview

Registered In

Colorado

Incorporation Date

01/08/1988

Company Type

Corporation

Status

Good Standing

Registration Type

Domestic

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People

William Hartwell Eggert Registered Agent

7200 S ALTON WAY STE A210, CENTENNIAL, CO 80112 (View Past Addresses)

Map & Locations

7200 S ALTON WAY STE A210, CENTENNIAL, CO 80112 View Map

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Financials

Financial Information for Eggert Financial Management, Inc.

Form 5500

EGGERT FINANCIAL MANAGEMENT, INC.

7200 S. Alton Way, Suite A-210, Centennial, Co 80112 (303) 414-0400 EIN:84-1074754 Plan Admin:Fiduciary Wise, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameMAKES SENSE 401K PLAN Plan #334 Participants BOY/EOY4 / 4 Assets BOY/EOY$731,102 / $941,535	2021	MAKES SENSE 401K PLAN - Plan #334	4 / 4	$731,102 / $941,535
2020	Plan NameMAKES SENSE 401K PLAN Plan #334 Participants BOY/EOY5 / 4 Assets BOY/EOY$590,911 / $731,102	2020	MAKES SENSE 401K PLAN - Plan #334	5 / 4	$590,911 / $731,102
2019	Plan NameMAKES SENSE 401K PLAN Plan #334 Participants BOY/EOY4 / 5 Assets BOY/EOY$433,037 / $590,911	2019	MAKES SENSE 401K PLAN - Plan #334	4 / 5	$433,037 / $590,911

Benefit & Retirement Plans based on Form 5500.

PPP Loans

EGGERT FINANCIAL MANAGEMENT, INC.

7200 S Alton Way A-210, Centennial, Co 80112-2201 Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$49,800 Forgiven$50,352 LenderFirstBank Jobs4	04/07/2020	$49,800	$50,352	FirstBank	4

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Colorado Secretary of State • U.S. Department of Labor • U.S. Small Business Administration