Financial Resource Advisors, LLC
Iowa
Iowa
Registered In
01/01/2016
Incorp. Date
Company Summary
Financial Resource Advisors, LLC in Iowa lists Jeremey J Bullerman of Waterloo, IA.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Jeremey J Bullerman
Registered Agent
|
816 TOWER PARK DR, WATERLOO, IA 50701
|
Financial Information for Financial Resource Advisors, LLC
Form 5500
FINANCIAL RESOURCE ADVISORS LLC
816 W. Tower Park Dr., Waterloo, Ia 50701 (319) 232-6122 EIN:47-5487187 Plan Admin:Michael A. Hulme| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL RESOURCE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY22 / 21 Assets BOY/EOY$2,390,730 / $3,184,684 | 2023 | FINANCIAL RESOURCE ADVISORS 401(K) PLAN - Plan #001 | 22 / 21 | $2,390,730 / $3,184,684 |
| 2022 | Plan NameFINANCIAL RESOURCE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY18 / 22 Assets BOY/EOY$2,729,312 / $2,390,730 | 2022 | FINANCIAL RESOURCE ADVISORS 401(K) PLAN - Plan #001 | 18 / 22 | $2,729,312 / $2,390,730 |
| 2021 | Plan NameFINANCIAL RESOURCE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$2,236,365 / $2,729,312 | 2021 | FINANCIAL RESOURCE ADVISORS 401(K) PLAN - Plan #001 | 20 / 18 | $2,236,365 / $2,729,312 |
| 2020 | Plan NameFINANCIAL RESOURCE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$1,792,014 / $2,236,365 | 2020 | FINANCIAL RESOURCE ADVISORS 401(K) PLAN - Plan #001 | 19 / 20 | $1,792,014 / $2,236,365 |
| 2019 | Plan NameFINANCIAL RESOURCE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$1,148,192 / $1,792,014 | 2019 | FINANCIAL RESOURCE ADVISORS 401(K) PLAN - Plan #001 | 20 / 19 | $1,148,192 / $1,792,014 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL RESOURCE ADVISORS, LLC
816 Tower Park Drive, WATERLOO, IA 50701-9026 Race:White| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/04/2020 | Approved$253,500 Forgiven$254,922 LenderFarmers State Bank Jobs18 | 04/04/2020 | $253,500 | $254,922 | Farmers State Bank | 18 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Financial Resource Advisors, LLC
Registered in Michigan
|
Grand Rapids, MI | View Report | |
|
Financial Resource Advisors, LLC
Registered in Ohio
|
Greenwood, IN Mansfield, OH | View Report |
Person/City Match:Jeremey J Bullerman - Waterloo, IA
|
Fra Tower Park, LLC
Registered in Iowa
|
Waterloo, IA | View Report | |
|
J.J.B. Properties, LLC
Registered in Iowa
|
Waterloo, IA | View Report |
The following government agencies have contributed data:
Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States