Excel Financial Group, LLC

Fort Collins, CO

Colorado

Registered In

06/17/2003

Incorp. Date

Company Summary

Excel Financial Group, LLC at 123 N College Ave STE 230, Fort Collins, Co 80524 lists Matthew Corey Seitz of Fort Collins, CO and a DBA of Excel Mortgage Brokers.

Overview

Registered In

Colorado

Incorporation Date

06/17/2003

Company Type

Limited Liability Company

Status

Good Standing

Registration Type

Domestic

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People

Matthew Corey Seitz Registered Agent

123 N COLLEGE AVE STE 230, FORT COLLINS, CO 80524

Map & Locations

123 N COLLEGE AVE STE 230, FORT COLLINS, CO 80524 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Excel Financial Mortgage Brokers	Fort Collins, CO Fort Collins, CO
Excel Mortgage Brokers	Fort Collins, CO Fort Collins, CO

Financials

Financial Information for Excel Financial Group, LLC

Form 5500

EXCEL FINANCIAL GROUP LLC

123 N College Ave #230, Fort Collins, Co 80524 (970) 567-0023 EIN:04-3762766 Plan Admin:Bryan Emmett

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEXCEL FINANCIAL GROUP RETIREMENT TRUST Plan #001 Participants BOY/EOY13 / 10 Assets BOY/EOY$368,471 / $448,034	2023	EXCEL FINANCIAL GROUP RETIREMENT TRUST - Plan #001	13 / 10	$368,471 / $448,034
2022	Plan NameEXCEL FINANCIAL GROUP RETIREMENT TRUST Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$436,888 / $368,471	2022	EXCEL FINANCIAL GROUP RETIREMENT TRUST - Plan #001	12 / 13	$436,888 / $368,471

Benefit & Retirement Plans based on Form 5500.

PPP Loans

EXCEL FINANCIAL GROUP LLC

123 N. College Ave. #230, Fort Collins, Co 80524 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
05/06/2020	Approved$88,245 Forgiven$89,106 LenderWells Fargo Bank, National Association Jobs3	05/06/2020	$88,245	$89,106	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:123 N College Ave Ste 230 Fort Collins, CO

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Koellner Mortgage Group Inc. Registered in Colorado	Fort Collins, CO	View Report
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Excel Financial Group, LLC Registered in Oregon	Fort Collins, CO	View Report
Excel Financial Group Re, LLC Registered in Colorado	Fort Collins, CO	View Report
Jen Dubbert Mortgages LLC Registered in Colorado	Fort Collins, CO	View Report
L. W. Reed Consultants, Inc. Registered in Colorado	Fort Collins, CO	View Report

Related Business Names:

Excel Financial Group, LLC Registered in Ohio	Akron, OH	View Report
Excel Financial Group LLC Registered in Arizona	Phoenix, AZ	View Report
Excel Financial Group LLC Registered in Florida	Delray Beach, FL Riviera Beach, FL	View Report
Excel Financial Group, LLC Registered in California	Fort Collins, CO Collins, CO	View Report
Excel Financial Group, LLC Registered in Missouri	Kansas City, MO	View Report
Excel Financial Group, LLC Registered in Wyoming	Cheyenne, WY Fort Collins, CO	View Report
Excel Financial Group LLC Registered in Texas	Carrollton, TX	View Report
Excel Financial Group, LLC Registered in Texas	Fort Collins, CO	View Report
Excel Financial Group, LLC Registered in Minnesota	Fort Collins, CO Woodbury, MN	View Report

Address Match:123 N College Ave Fort Collins, CO

Excel Mortgage Brokers, LLC Registered in Florida	Fort Collins, CO Tallahassee, FL	View Report
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Person/City Match:Matthew Corey Seitz - Fort Collins, CO

Urban Living At Winter Park, LLC Registered in Colorado	Fort Collins, CO Timnath, CO		View Report

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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