Capital Point Financial Group LTD at 4350 Di Paolo Ctr STE B, Glenview, Il 60025 lists Wych Tax of Fort Collins, CO.
Wych Tax
Registered Agent
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1044 W DRAKE RD STE 201, FORT COLLINS, CO 80526
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4350 DI PAOLO CTR STE B, GLENVIEW, IL 60025
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2023 | Plan NameCAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,549,398 / $2,450,551 | 2023 | CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN - Plan #002 | 7 / 7 | $2,549,398 / $2,450,551 |
2023 | Plan NameCAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,827,021 / $1,749,792 | 2023 | CAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST - Plan #001 | 8 / 8 | $1,827,021 / $1,749,792 |
2022 | Plan NameCAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,669,169 / $2,549,398 | 2022 | CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN - Plan #002 | 6 / 7 | $2,669,169 / $2,549,398 |
2022 | Plan NameCAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,930,331 / $1,827,021 | 2022 | CAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST - Plan #001 | 7 / 8 | $1,930,331 / $1,827,021 |
2021 | Plan NameCAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,854,529 / $2,669,169 | 2021 | CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN - Plan #002 | 7 / 6 | $1,854,529 / $2,669,169 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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05/01/2020 | Approved$90,075 Forgiven$90,960 LenderJPMorgan Chase Bank, National Association Jobs7 | 05/01/2020 | $90,075 | $90,960 | JPMorgan Chase Bank, National Association | 7 |
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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