Retirement and Estate Advisors, Inc.
Colorado
Registered In
12/07/1993
Incorp. Date
Company Summary
Retirement and Estate Advisors, Inc. in Fort Collins, CO was registered on 12/07/1993. It is listed at 4703 Boardwalk Drive BLDG B STE 1, Fort Collins, Co 80525.
Overview
Registered In
Colorado
Incorporation Date
Company Type
Corporation
Status
Good Standing
Registration Type
Domestic
Search Other Resources
People
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Retirement And Estate Advisors, Inc.
Registered Agent
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4703 BOARDWALK DR BLDG B STE 1, FORT COLLINS, CO 80525
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Showing current associates only (1 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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4703 BOARDWALK DRIVE BLDG B STE 1, FORT COLLINS, CO 80525
View Map
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Financials
Financial Information for Retirement and Estate Advisors, Inc.
Form 5500
RETIREMENT & ESTATE ADVISORS, INC.
4703 Boardwalk Drive Building B Suite 1, Fort Collins, Co 80525 (970) 223-0907 EIN:84-1251390 Plan Admin:Jeffery Fanning| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRETIREMENT & ESTATE ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$350 / $0 | 2022 | RETIREMENT & ESTATE ADVISORS, INC. 401(K) PLAN - Plan #001 | 0 / 0 | $350 / $0 |
| 2021 | Plan NameRETIREMENT & ESTATE ADVISORS, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$367,457 / $350 | 2021 | RETIREMENT & ESTATE ADVISORS, INC. 401K PLAN - Plan #001 | 5 / 0 | $367,457 / $350 |
| 2020 | Plan NameRETIREMENT & ESTATE ADVISORS, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$462,181 / $367,457 | 2020 | RETIREMENT & ESTATE ADVISORS, INC. 401K PLAN - Plan #001 | 5 / 5 | $462,181 / $367,457 |
| 2019 | Plan NameRETIREMENT & ESTATE ADVISORS, INC. 401K PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$342,277 / $462,181 | 2019 | RETIREMENT & ESTATE ADVISORS, INC. 401K PLAN - Plan #001 | 6 / 5 | $342,277 / $462,181 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RETIREMENT AND ESTATE ADVISORS
4703 Boardwalk Dr. B-1, FORT COLLINS, CO 80525 Veteran:Yes| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$42,000 Forgiven$42,238 LenderPoints West Community Bank Jobs4 | 04/08/2020 | $42,000 | $42,238 | Points West Community Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Address Match:4703 Boardwalk Drive Bldg B Ste 1 Fort Collins, CO
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|
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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
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