Modern Financial, LLC

Registered In: Colorado
Incorporation Date: 07/30/2019
Registration Type: Domestic
Company Type: Limited Liability Company
Status: Good Standing
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Shane A Squibb Registered Agent

20220 ELK CREEK DR E, COLORADO SPRINGS, CO 80908

6208 LEHMAN DR STE 230, COLORADO SPRINGS, CO 80918 View Map

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Financial Information for Modern Financial, LLC

Form 5500

6208 Lehman Dr 230, Colorado Springs, Co 80918 (719) 572-0071 EIN:87-3146468 Plan Admin:Plan Sponsor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMODERN FINANCIAL, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $74,345	2023	MODERN FINANCIAL, LLC RETIREMENT TRUST - Plan #001	0 / 3	$0 / $74,345

Benefit & Retirement Plans based on Form 5500.

Address Match:6208 Lehman Dr Ste 230 Colorado Springs, CO

Modern Financial Asset Management, LLC Registered in Colorado	Colorado Springs, CO		View Report

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Address Match:6208 Lehman Dr Colorado Springs, CO

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Person/City Match:Shane A Squibb - Colorado Springs, CO

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor

Modern Financial, LLC

Company Summary

Financial Information for Modern Financial, LLC

MODERN FINANCIAL, LLC