Sherwood Financial Partners, LLC

Colorado
Registered In
04/23/2019
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Sherwood Financial Partners, LLC at 2900 Townsgate Rd STE 213, Westlake Village, Ca 91361 lists Hannah Boundy of Arvada, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Good Standing
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Hannah Boundy Registered Agent
7162 HOLMAN ST, ARVADA, CO 80004 (View Past Addresses)
2900 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361 View Map
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Financial Information for Sherwood Financial Partners, LLC

Form 5500

SHERWOOD FINANCIAL PARTNERS, LLC

2900 Townsgate Rd STE 213, Westlake Village, Ca 91361 (805) 870-5591 EIN:83-3903891 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$220,268 / $330,600 2023 SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 6 / 7 $220,268 / $330,600
2022 Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$188,932 / $220,268 2022 SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 4 / 6 $188,932 / $220,268
2021 Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$29,069 / $188,932 2021 SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 2 / 4 $29,069 / $188,932
2020 Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$1,570 / $29,069 2020 SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 1 / 2 $1,570 / $29,069
2019 Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 1 Assets BOY/EOY$0 / $1,570 2019 SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 0 / 1 $0 / $1,570
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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