Financial Planning Association

Colorado
Registered In
01/07/2003
Incorp. Date
Foreign
Registration Type
District of Columbia
Foreign Jurisdiction

Company Summary

Financial Planning Association at 1290 N Broadway STE 1625, Denver, Co 80203 lists Patrick D Mahoney of Denver, CO.

Overview

Registered In
Colorado
Incorporation Date
Company Type
Foreign Nonprofit Corporation
Status
Good Standing
Registration Type
Foreign
Foreign Jurisdiction
District of Columbia
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People

Patrick D Mahoney Registered Agent
1290 N BROADWAY STE 1625, DENVER, CO 80203
Showing current associates only (1 of 3 total associates). Create a free account to see the full associate history

Map & Locations

1290 N BROADWAY STE 1625, DENVER, CO 80203 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Financial Planning Association

Form 5500

FINANCIAL PLANNING ASSOCIATION

1290 North Broadway Suite 1625, Denver, Co 80203 (303) 867-7107 EIN:84-1521488 Plan Admin:Sandra Garcia
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY75 / 70 Assets BOY/EOY$9,371,631 / $6,110,506 2022 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 75 / 70 $9,371,631 / $6,110,506
2021 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY71 / 75 Assets BOY/EOY$9,574,680 / $9,371,631 2021 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 71 / 75 $9,574,680 / $9,371,631
2020 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY77 / 71 Assets BOY/EOY$8,437,641 / $9,574,680 2020 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 77 / 71 $8,437,641 / $9,574,680
2019 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY73 / 74 Assets BOY/EOY$6,795,517 / $8,437,641 2019 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 73 / 74 $6,795,517 / $8,437,641
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Colorado Secretary of State • U.S. Department of Labor
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