Acuity Financial, Inc.

Iowa
Registered In
04/22/2014
Incorp. Date

Company Summary

Acuity Financial, Inc. in Iowa lists Christopher S Wallace of Burlington, IA.

Registered In
Iowa
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit
Status
Not Available
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Christopher S Wallace Registered Agent
524 N MAIN ST, BURLINGTON, IA 52601

Financial Information for Acuity Financial, Inc.

Form 5500

ACUITY FINANCIAL, INC.

320 N. 3rd St., 6th Floor, Burlington, Ia 52601 (319) 758-8484 EIN:46-5472260 Plan Admin:Michele Gebhardt
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$576,112 / $680,603 2023 ACUITY FINANCIAL 401(K) PLAN - Plan #001 9 / 9 $576,112 / $680,603
2022 Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,152,222 / $576,112 2022 ACUITY FINANCIAL 401(K) PLAN - Plan #001 9 / 10 $1,152,222 / $576,112
2021 Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$923,405 / $1,152,222 2021 ACUITY FINANCIAL 401(K) PLAN - Plan #001 9 / 9 $923,405 / $1,152,222
2020 Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$706,057 / $923,405 2020 ACUITY FINANCIAL 401(K) PLAN - Plan #001 9 / 9 $706,057 / $923,405
2019 Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$507,324 / $706,057 2019 ACUITY FINANCIAL 401(K) PLAN - Plan #001 9 / 9 $507,324 / $706,057
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ACUITY FINANCIAL INC.

320 N 3rd St Ste 600, Burlington, IA 52601-5308 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
03/13/2021 Approved$64,844 Forgiven$65,166 LenderFirst Interstate Bank Jobs5 03/13/2021 $64,844 $65,166 First Interstate Bank 5
04/08/2020 Approved$87,250 Forgiven$87,924 LenderFirst Interstate Bank Jobs6 04/08/2020 $87,250 $87,924 First Interstate Bank 6
PPP Loans based on Paycheck Protection Program.
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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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