Bertsch Investment Strategies, LLC
Colorado
Registered In
07/31/2008
Incorp. Date
Company Summary
Bertsch Investment Strategies, LLC at 3120 Village Vista Dr # 106, Erie, Co 80516 lists Brian Thomas Bertsch of Erie, CO.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Brian Thomas Bertsch
Registered Agent
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151 COMMANDER CIR, ERIE, CO 80516
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3120 VILLAGE VISTA DR # 106, ERIE, CO 80516
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Financial Information for Bertsch Investment Strategies, LLC
Form 5500
BERTSCH INVESTMENT STRATEGIES, LLC
3120 Village Vista Drive #106, Erie, Co 80516 (303) 828-1393 EIN:26-3087950 Plan Admin:Brian Bertsch| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,583,408 / $1,984,958 | 2023 | BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,583,408 / $1,984,958 |
| 2023 | Plan NameBERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$302,047 / $430,528 | 2023 | BERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN - Plan #002 | 3 / 3 | $302,047 / $430,528 |
| 2022 | Plan NameBERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,884,306 / $1,583,408 | 2022 | BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,884,306 / $1,583,408 |
| 2022 | Plan NameBERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$219,253 / $302,047 | 2022 | BERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN - Plan #002 | 3 / 3 | $219,253 / $302,047 |
| 2021 | Plan NameBERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,571,258 / $1,884,306 | 2021 | BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,571,258 / $1,884,306 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BERTSCH INVESTMENT STRATEGIES LLC
3120 Village Vista Drive UNIT 106, Erie, Co 80516| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/02/2020 | Approved$43,951 Forgiven$44,405 LenderWells Fargo Bank, National Association Jobs4 | 05/02/2020 | $43,951 | $44,405 | Wells Fargo Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:3120 Village Vista Dr Erie, CO
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Street Match:Village Vista Dr Erie, CO
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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