Prism Financial Strategies, LLC

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
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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