Principium Investments, LLC

Michael P. Tracy Registered Agent

4300 SUNSHINE CANYON DR, BOULDER, CO 80302 (Mailing) 1200 PEARL ST STE 314, BOULDER, CO 80302 (View Past Addresses)

1200 PEARL ST STE 314, BOULDER, CO 80302 View Map
4300 SUNSHINE CANYON DR, BOULDER, CO 80302 (Mailing) View Map

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Form 5500

1200 Pearl St, Suite 314, Boulder, Co 80302 (303) 351-5353 EIN:46-5095456 Plan Admin:Michael Tracy, Cfp, Principal

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePRINCIPIUM INVESTMENTS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $296,040	2022	PRINCIPIUM INVESTMENTS, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$0 / $296,040
2022	Plan NamePRINCIPIUM INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $28,717	2022	PRINCIPIUM INVESTMENTS, LLC 401(K) PLAN - Plan #001	3 / 3	$0 / $28,717

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2420 Bitterroot Circle, Lafayette, CO 80026-3446

Loan Date	Approved	Forgiven	Lender	Jobs
08/07/2020	Approved$51,685 Forgiven$52,117 LenderPartner Colorado CU Jobs3	08/07/2020	$51,685	$52,117	Partner Colorado CU	3

PPP Loans based on Paycheck Protection Program.

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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