Cfam Financial Services, LLC

Registered Agent Solutions, Inc. Registered Agent

ONE CANAL PLZ FL 9TH, PORTLAND, ME 04112 (Mailing)

3838 OAK LAWN AVE STE 1500, DALLAS, TX 75219 View Map
PO BOX 601329, DALLAS, TX 75360 View Map

Form 5500

3838 Oak Lawn Ave Suite 1200, Dallas, Tx 75219 (512) 437-3979 EIN:27-0162860 Plan Admin:Kathleen White

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY17 / 22 Assets BOY/EOY$380,112 / $511,106	2023	CFAM FINANCIAL SERVICES, LLC - Plan #001	17 / 22	$380,112 / $511,106
2022	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$390,465 / $380,112	2022	CFAM FINANCIAL SERVICES, LLC - Plan #001	15 / 17	$390,465 / $380,112
2021	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$307,182 / $390,465	2021	CFAM FINANCIAL SERVICES, LLC - Plan #001	15 / 15	$307,182 / $390,465
2020	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY10 / 15 Assets BOY/EOY$249,568 / $307,182	2020	CFAM FINANCIAL SERVICES, LLC - Plan #001	10 / 15	$249,568 / $307,182
2019	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$184,667 / $249,568	2019	CFAM FINANCIAL SERVICES, LLC - Plan #001	9 / 10	$184,667 / $249,568

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3838 Oaklawn Ave, Ste 1500, DALLAS, TX 75219 Industry:Other Financial Vehicles Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$213,370 Forgiven$215,409 LenderDominion Bank Jobs12	04/28/2020	$213,370	$215,409	Dominion Bank	12

PPP Loans based on Paycheck Protection Program.

Address Match:3838 Oak Lawn Ave Ste 1500 Dallas, TX

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Related Business Names:

Cfam Financial Services, LLC Registered in Michigan	Lansing, MI	View Report
Cfam Financial Services, LLC Registered in Rhode Island	Dallas, TX Warwick, RI	View Report
Cfam Financial Services, LLC Registered in New Jersey		View Report
Cfam Financial Services, LLC Registered in New York	Albany, NY	View Report
Cfam Financial Services, LLC Registered in Iowa	Des Moines, IA	View Report
Cfam Financial Services, LLC Registered in Ohio	Cleveland, OH Dallas, TX	View Report
Cfam Financial Services, LLC Registered in New Mexico	Dallas, TX Santa Fe, NM	View Report
Cfam Financial Services, LLC Registered in California	Austin, TX Dallas, TX	View Report
Cfam Financial Services, LLC Registered in Vermont	Austin, TX Dallas, TX	View Report
Cfam Financial Services, LLC Registered in Missouri	Saint Louis, MO	View Report
Cfam Financial Services, LLC Registered in Nevada	Austin, TX Las Vegas, NV	View Report
Cfam Financial Services, LLC Registered in Pennsylvania		View Report
Cfam Financial Services, LLC Registered in Virginia	Mechanicsville, VA West Lake Hills, TX (1 more)	View Report
Cfam Financial Services, LLC Registered in Utah	Dallas, TX Salt Lake City, UT	View Report
Cfam Financial Services, LLC Registered in Utah	Dallas, TX Salt Lake City, UT	View Report
Cfam Financial Services, LLC Registered in Montana	Austin, TX Dallas, TX (1 more)	View Report
Cfam Financial Services, LLC Registered in Arkansas	Dallas, TX	View Report
Cfam Financial Services, LLC Registered in Texas	Dallas, TX	View Report

The following government agencies have contributed data:

Department of the Secretary of State Bureau of Corporations, Elections & Commissions U.S. Department of Labor U.S. Small Business Administration

Company Summary