Reilly Financial Advisors LLC at 7777 Alvarado Rd STE 116, La Mesa, Ca 91942 lists Jason I Abar of Littleton, CO.
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Jason I Abar
Registered Agent
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3979 MALLARD DR, LITTLETON, CO 80126
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7777 ALVARADO RD STE 116, LA MESA, CA 91942
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameREILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY56 / 0 Assets BOY/EOY$7,800,680 / $0 | 2022 | REILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 56 / 0 | $7,800,680 / $0 |
| 2021 | Plan NameREILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY57 / 56 Assets BOY/EOY$6,736,197 / $7,800,680 | 2021 | REILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 57 / 56 | $6,736,197 / $7,800,680 |
| 2020 | Plan NameREILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY57 / 57 Assets BOY/EOY$5,434,159 / $6,736,197 | 2020 | REILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 57 / 57 | $5,434,159 / $6,736,197 |
| 2019 | Plan NameREILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY49 / 57 Assets BOY/EOY$4,066,727 / $5,434,159 | 2019 | REILLY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 49 / 57 | $4,066,727 / $5,434,159 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$863,400 Forgiven$871,561 LenderFirst Financial Bank Jobs40 | 04/15/2020 | $863,400 | $871,561 | First Financial Bank | 40 |
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Reilly Financial Advisors, LLC
Registered in Massachusetts
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Milton, MA | View Report | |
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Reilly Financial Advisors, LLC
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