Prism Financial Strategies, LLC

Englewood, CO

Colorado

Registered In

06/14/2017

Incorp. Date

Company Summary

Prism Financial Strategies, LLC in Englewood, CO was registered on 06/14/2017. It is listed at 333 W Hampden Ave STE 605, Englewood, Co 80110.

Registered In: Colorado
Incorporation Date: 06/14/2017
Registration Type: Domestic
Company Type: Limited Liability Company
Status: Good Standing
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United States Corporation Agents, Inc. Registered Agent

121 S TEJON ST STE 201, COLORADO SPRINGS, CO 80903 (View Past Addresses)

333 W HAMPDEN AVE STE 605, ENGLEWOOD, CO 80110 View Map

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Financial Information for Prism Financial Strategies, LLC

Form 5500

PRISM FINANCIAL STRATEGIES, LLC

333 West Hampden Avenue, Suite 605, Englewood, Co 80110 (720) 458-6842 EIN:82-1856137 Plan Admin:Jeffrey G. Engelman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$60,134 / $72,203	2022	PRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN - Plan #001	5 / 4	$60,134 / $72,203
2021	Plan NamePRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$35,304 / $60,134	2021	PRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN - Plan #001	5 / 5	$35,304 / $60,134
2020	Plan NamePRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $35,304	2020	PRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN - Plan #001	5 / 5	$0 / $35,304

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PRISM FINANCIAL STRATEGIES LLC

333 W Hampden Ave Ste 605, Englewood, CO 80110-2205 Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/20/2021	Approved$62,500 Forgiven$62,807 LenderByline Bank Jobs3	01/20/2021	$62,500	$62,807	Byline Bank	3

PPP Loans based on Paycheck Protection Program.

Address Match:333 W Hampden Ave Ste 605 Englewood, 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

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