Geneva Financial, LLC

Registered In: Massachusetts
Incorporation Date: 04/18/2017
Registration Type: Foreign
Foreign Jurisdiction: Arizona
Company Type: Foreign Limited Liability Company (Llc)
Status: Active
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Business Filings Incorporated Registered Agent	155 FEDERAL ST STE 700, BOSTON, MA 02110
Aaron Vantrojen Manager
Telle Vantrojen Manager
Aaron Vantrojen REAL PROPERTY
Telle Vantrojen REAL PROPERTY

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180 S ARIZONA AVE # 310, CHANDLER, AZ 85225 View Map

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Financial Information for Geneva Financial, LLC

Form 5500

3155 South Price Road Suite 105, Chandler, Az 85248 (480) 368-2000 EIN:26-1589507 Plan Admin:Scott Mertens

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGENEVA FINANCIAL WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY285 / 0 Assets BOY/EOY$0 / $0	2023	GENEVA FINANCIAL WELFARE BENEFIT PLAN - Plan #501	285 / 0	$0 / $0
2022	Plan NameGENEVA FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY602 / 545 Assets BOY/EOY$3,630,509 / $3,934,548	2022	GENEVA FINANCIAL, LLC 401(K) PLAN - Plan #001	602 / 545	$3,630,509 / $3,934,548
2022	Plan NameGENEVA FINANCIAL WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY548 / 0 Assets BOY/EOY$0 / $0	2022	GENEVA FINANCIAL WELFARE BENEFIT PLAN - Plan #501	548 / 0	$0 / $0
2021	Plan NameGENEVA FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY442 / 621 Assets BOY/EOY$1,915,700 / $3,630,509	2021	GENEVA FINANCIAL, LLC 401(K) PLAN - Plan #001	442 / 621	$1,915,700 / $3,630,509
2021	Plan NameGENEVA FINANCIAL WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY210 / 0 Assets BOY/EOY$0 / $0	2021	GENEVA FINANCIAL WELFARE BENEFIT PLAN - Plan #501	210 / 0	$0 / $0
2020	Plan NameGENEVA FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY298 / 418 Assets BOY/EOY$782,873 / $1,915,700	2020	GENEVA FINANCIAL, LLC 401(K) PLAN - Plan #001	298 / 418	$782,873 / $1,915,700
2020	Plan NameGENEVA FINANCIAL WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY128 / 0 Assets BOY/EOY$0 / $0	2020	GENEVA FINANCIAL WELFARE BENEFIT PLAN - Plan #501	128 / 0	$0 / $0
2019	Plan NameGENEVA FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY274 / 283 Assets BOY/EOY$436,028 / $782,873	2019	GENEVA FINANCIAL, LLC 401(K) PLAN - Plan #001	274 / 283	$436,028 / $782,873
2019	Plan NameGENEVA FINANCIAL WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY138 / 0 Assets BOY/EOY$0 / $0	2019	GENEVA FINANCIAL WELFARE BENEFIT PLAN - Plan #501	138 / 0	$0 / $0
2018	Plan NameGENEVA FINANCIAL WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY138 / 0 Assets BOY/EOY$0 / $0	2018	GENEVA FINANCIAL WELFARE BENEFIT PLAN - Plan #501	138 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Address Match:180 S Arizona Ave # 310 Chandler, AZ

Geneva Financial, LLC Registered in Ohio	Chandler, AZ Columbus, OH	View Report
Geneva Financial, LLC Registered in North Dakota	Bismarck, ND Chandler, AZ	View Report
Geneva Financial, LLC Registered in Oregon	Chandler, AZ Salem, OR	View Report
Geneva Financial, LLC Registered in Arizona	Chandler, AZ Oro Valley, AZ	View Report
Geneva Financial, LLC Registered in Florida	Chandler, AZ Tempe, AZ	View Report
Geneva Financial, LLC Registered in California	Chandler, AZ	View Report
Southpoint Financial Registered in Pennsylvania	Chandler, AZ	View Report
Geneva Financial , L.L.C. Registered in Utah	Chandler, AZ Midvale, UT	View Report
Geneva Financial, LLC Registered in Minnesota	Chandler, AZ Paul, MN (1 more)	View Report
Ridge Lending Group Registered in Alaska	Chandler, AZ	View Report
Www.Genevafi.Com Registered in Alaska	Chandler, AZ	View Report
Ridge Lending Group Registered in Montana	Chandler, AZ	View Report
Geneva Financial, LLC Registered in Alabama	Chandler, AZ Montgomery, AL	View Report
Geneva Financial, LLC Registered in Alaska	Chandler, AZ Juneau, AK	View Report
Geneva Financial, LLC Registered in New Hampshire	Chandler, AZ	View Report
Geneva Financial, LLC Registered in Maine	Augusta, ME Chandler, AZ	View Report
Geneva Financial, LLC Registered in Colorado	Centennial, CO Chandler, AZ	View Report
Geneva Financial, LLC Registered in Texas	Chandler, AZ	View Report
Geneva Financial, LLC Registered in Oklahoma	Chandler, AZ Oklahoma City, OK	View Report

Related Business Names:

Geneva Financial, LLC Registered in Iowa	Des Moines, IA	View Report
Geneva Financial, LLC Registered in West Virginia	Chandler, AZ Charleston, WV	View Report
Geneva Financial LLC Registered in Wyoming	Cheyenne, WY	View Report
Geneva Financial, LLC Registered in Connecticut	Chandler, AZ Tempe, AZ	View Report
Geneva Financial, LLC Registered in Pennsylvania		View Report
Geneva Financial, LLC Registered in Washington	Chandler, AZ Olympia, WA	View Report
Geneva Financial, LLC Registered in Missouri	Chandler, AZ Clayton, MO	View Report
Geneva Financial, LLC Registered in Virginia	Chandler, AZ Glen Allen, VA	View Report
Geneva Financial, LLC Registered in Kansas	Chandler, AZ Topeka, KS	View Report
Geneva Financial, LLC Registered in North Carolina	Chandler, AZ Raleigh, NC	View Report
Geneva Financial, LLC Registered in Arkansas	Chandler, AZ Little Rock, AR	View Report
Geneva Financial, LLC Registered in Mississippi	Chandler, AZ Flowood, MS	View Report
Geneva Financial, LLC Registered in Wisconsin	Madison, WI	View Report
Geneva Financial LLC Registered in Wisconsin		View Report

Address Match:180 S Arizona Ave Chandler, AZ

Geneva Financial, LLC Registered in Vermont	Chandler, AZ	View Report
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

Geneva Financial, LLC

Company Summary

Financial Information for Geneva Financial, LLC

GENEVA FINANCIAL, LLC