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Curtis Financial Services LLC

Iowa
Iowa
Registered In
05/02/2019
Incorp. Date

Company Summary

Curtis Financial Services LLC in Iowa was registered on 05/02/2019.

Overview

Registered In
Iowa
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
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People

L & W Agents, Inc. Registered Agent
220 N MAIN ST STE 600, DAVENPORT, IA 52801

Financials

Financial Information for Curtis Financial Services LLC

Form 5500

CURTIS FINANCIAL SERVICES LLC

2213 2nd Ave, Muscatine, Ia 52761 (563) 264-2870 EIN:84-1898650 Plan Admin:Michael Curtis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$994,108 / $1,205,098 2023 CURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $994,108 / $1,205,098
2022 Plan NameCURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$1,260,138 / $994,108 2022 CURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN - Plan #001 1 / 1 $1,260,138 / $994,108
2021 Plan NameCURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,124,890 / $1,260,138 2021 CURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $1,124,890 / $1,260,138
2021 Plan NameCURTIS FINANCIAL SERVICES LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$2,226,941 / $0 2021 CURTIS FINANCIAL SERVICES LLC DEFINED BENEFIT PLAN - Plan #002 2 / 0 $2,226,941 / $0
2020 Plan NameCURTIS FINANCIAL SERVICES LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,918,850 / $2,226,941 2020 CURTIS FINANCIAL SERVICES LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,918,850 / $2,226,941
2020 Plan NameCURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$992,926 / $1,124,890 2020 CURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $992,926 / $1,124,890
2019 Plan NameCURTIS FINANCIAL SERVICES LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,345,626 / $1,918,850 2019 CURTIS FINANCIAL SERVICES LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,345,626 / $1,918,850
2019 Plan NameCURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$805,059 / $992,926 2019 CURTIS FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $805,059 / $992,926
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Curtis Financial Services and Insurance LLC Registered in Connecticut
Bethel, CT View Report
Curtis Meyers Financial Services LLC Registered in Arizona
Phoenix, AZ View Report
Curtis D. Hunter Insurance and Financial Services, "llc" Registered in Florida
Orlando, FL View Report

Sources

The following government agencies have contributed data:

• Iowa Secretary of State • U.S. Department of Labor
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