Stonebridge Financial Advisors, L.L.C.
Iowa
Iowa
Registered In
11/19/2004
Incorp. Date
Company Summary
Stonebridge Financial Advisors, L.L.C. in Iowa lists Troy A Skinner of West Des Moines, IA.
Overview
Registered In
Iowa
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Troy A Skinner
Registered Agent
|
1454 30TH ST STE 102, WEST DES MOINES, IA 50266
|
Financials
Financial Information for Stonebridge Financial Advisors, L.L.C.
Form 5500
STONEBRIDGE FINANCIAL ADVISORS LLC
1820 NW 118th Street Suite 150, Clive, Ia 50325 (515) 223-4202 EIN:42-1651886 Plan Admin:Rod Potratz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,084,129 / $2,151,988 | 2023 | STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,084,129 / $2,151,988 |
| 2022 | Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,012,023 / $1,084,129 | 2022 | STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $2,012,023 / $1,084,129 |
| 2021 | Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,470,657 / $2,012,023 | 2021 | STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,470,657 / $2,012,023 |
| 2020 | Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$721,309 / $1,470,657 | 2020 | STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $721,309 / $1,470,657 |
| 2019 | Plan NameSTONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$518,471 / $721,309 | 2019 | STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $518,471 / $721,309 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STONEBRIDGE FINANCIAL ADVISORS
1820 NW 118th St. STE 150, Clive, Ia 50325-8277 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$53,767 Forgiven$54,316 LenderWest Bank Jobs4 | 04/29/2020 | $53,767 | $54,316 | West Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Iowa Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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