Advocate Tax Worldwide, LLC

Brett Douglas Ohlen Registered Agent

PO BOX 38, MORRISON, CO 80465 (Mailing) 7596 W JEWELL AVE STE 305, LAKEWOOD, CO 80232

7596 W JEWELL AVE STE 305, LAKEWOOD, CO 80232 View Map

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Form 5500

777 South Wadsworth Blvd Building 4 South Suite 160, Lakewood, Co 80226 (720) 432-8550 EIN:46-4377089 Plan Admin:Shirley Horner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameADVOCATE TAX WORLDWIDE LLC Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$22,903 / $46,104	2022	ADVOCATE TAX WORLDWIDE LLC - Plan #001	6 / 6	$22,903 / $46,104
2021	Plan NameADVOCATE TAX WORLDWIDE LLC Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$10,574 / $22,903	2021	ADVOCATE TAX WORLDWIDE LLC - Plan #001	7 / 7	$10,574 / $22,903
2020	Plan NameADVOCATE TAX WORLDWIDE LLC Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$0 / $10,574	2020	ADVOCATE TAX WORLDWIDE LLC - Plan #001	6 / 8	$0 / $10,574

Benefit & Retirement Plans based on Form 5500.

PPP Loans

777 S Wadsworth Blvd Bldg 4 Ste 160, Lakewood, CO 80226-4300 Industry:Tax Preparation Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/06/2021	Approved$35,000 Forgiven$35,176 LenderFirstBank Jobs7	02/06/2021	$35,000	$35,176	FirstBank	7
04/08/2020	Approved$35,000 Forgiven$35,379 LenderFirstBank Jobs6	04/08/2020	$35,000	$35,379	FirstBank	6

PPP Loans based on Paycheck Protection Program.

Address Match:7596 W Jewell Ave Ste 305 Lakewood, CO

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Address Match:7596 W Jewell Ave Lakewood, CO

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary