Reilly Financial Advisors LLC

Colorado
Registered In
01/11/2013
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Reilly Financial Advisors LLC at 7777 Alvarado Rd STE 116, La Mesa, Ca 91942 lists Jason I Abar of Littleton, CO.

Overview

Registered In
Colorado
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Delinquent
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Jason I Abar Registered Agent
3979 MALLARD DR, LITTLETON, CO 80126

Map & Locations

7777 ALVARADO RD STE 116, LA MESA, CA 91942 View Map

Financials

Financial Information for Reilly Financial Advisors LLC

Form 5500

REILLY FINANCIAL ADVISORS LLC

7777 Alvarado Road Suite 116, La Mesa, Ca 91942 (619) 698-0794 EIN:33-0775174 Plan Admin:Christina Dodge
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

REILLY FINANCIAL ADVISORS, LLC

7777 Alvarado Road Suite 116, LA MESA, CA 91942-8245
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
PPP Loans based on Paycheck Protection Program.

Linked Companies

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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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