Tucker Advisory Group, Inc.

C T Corporation System Registered Agent	120 S CENTRAL AVE, CLAYTON, MO 63105
Karlan Tucker, President	1520 W CANAL CT STE 100, LITTLETON, CO 80120
Karlan Tucker, Director	1520 W CANAL CT STE 100, LITTLETON, CO 80120
Hailee Witty, Secretary	1520 W CANAL CT STE 100, LITTLETON, CO 80120-5651

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1520 W CANAL CT STE 100, LITTLETON, CO 80120 View Map

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Form 5500

1520 W. Canal Ct., Littleton, Co 80120 (303) 734-1234 EIN:20-4031632 Plan Admin:Michael Vanderford

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTUCKER ADVISORY GROUP, INC. 401(K) PLAN Plan #002 Participants BOY/EOY35 / 38 Assets BOY/EOY$594,681 / $738,551	2022	TUCKER ADVISORY GROUP, INC. 401(K) PLAN - Plan #002	35 / 38	$594,681 / $738,551
2021	Plan NameTUCKER ADVISORY GROUP, INC. 401(K) PLAN Plan #002 Participants BOY/EOY33 / 32 Assets BOY/EOY$330,045 / $594,681	2021	TUCKER ADVISORY GROUP, INC. 401(K) PLAN - Plan #002	33 / 32	$330,045 / $594,681
2020	Plan NameTUCKER ADVISORY GROUP, INC. 401(K) PLAN Plan #002 Participants BOY/EOY32 / 27 Assets BOY/EOY$550,468 / $330,045	2020	TUCKER ADVISORY GROUP, INC. 401(K) PLAN - Plan #002	32 / 27	$550,468 / $330,045
2019	Plan NameTUCKER ADVISORY GROUP, INC. 401(K) PLAN Plan #002 Participants BOY/EOY35 / 30 Assets BOY/EOY$377,886 / $550,468	2019	TUCKER ADVISORY GROUP, INC. 401(K) PLAN - Plan #002	35 / 30	$377,886 / $550,468

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1520 W Canal Ct Ste 100, Littleton, CO 80120-4528 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/11/2021	Approved$530,719 Forgiven$532,609 LenderZions Bank, A Division of Jobs28	02/11/2021	$530,719	$532,609	Zions Bank, A Division of	28
04/07/2020	Approved$526,500 Forgiven$529,529 LenderZions Bank, A Division of Jobs30	04/07/2020	$526,500	$529,529	Zions Bank, A Division of	30

PPP Loans based on Paycheck Protection Program.

Related Business Names:

The Tucker Advisory Group Inc. Registered in New Jersey		View Report
The Tucker Advisory Group, Inc. Registered in Pennsylvania	Chester Springs, PA	View Report
Tucker Advisory Group Inc Registered in Oregon	Littleton, CO	View Report
Tucker Advisory Group, Inc. Registered in Virginia	Glen Allen, VA Littleton, CO	View Report
Tucker Advisory Group, Inc. Registered in Massachusetts	Littleton, CO	View Report
Tucker Advisory Group, Inc. Registered in Idaho	Littleton, CO Boise, ID	View Report
Tucker Advisory Group, Inc. Registered in Montana	Littleton, CO Missoula, MT	View Report
Tucker Advisory Group, Inc. Registered in Colorado	Littleton, CO Greenville, SC	View Report

Address Match:1520 W Canal Ct Ste 100 Littleton, CO

Smarter Retirement Strategies LLC Registered in New Hampshire	Littleton, CO	View Report
7505 S. Elati St., LLC Registered in Colorado	Littleton, CO	View Report
Nosnuma International Registered in Colorado	Littleton, CO	View Report
Retirement Architects LLC Registered in Colorado	Denver, CO Littleton, CO	View Report
Tucker Asset Management LLC Registered in Colorado	Littleton, CO Greenville, CO	View Report
Tucker Trusts Realty LLC Registered in Colorado	Littleton, CO Greenville, CO	View Report
Smarter Retirement Strategies LLC Registered in Minnesota	Littleton, CO Mpls, MN	View Report
Smarter Retirement Strategies LLC Registered in Massachusetts	Littleton, CO	View Report
Smarter Retirement Strategies LLC Registered in Idaho	Littleton, CO	View Report
Smarter Retirement Strategies LLC Registered in Montana	Littleton, CO Missoula, MT	View Report
Preferred Financial Solutions, Inc. Registered in Colorado	Littleton, CO	View Report
Tucker College Solutions, LLC Registered in Colorado	Greenville, SC Littleton, CO	View Report
Smarter Retirement Strategies LLC Registered in Colorado	Littleton, CO	View Report
Tucker Aviation Group LLC Registered in Colorado	Littleton, CO	View Report
Tucker Hill Financial LLC Registered in Colorado	Littleton, CO	View Report
Tucker Strategic Wealth Services LLC Registered in Colorado	Littleton, CO	View Report
Tucker Trusts Realty LLC Registered in Colorado	Littleton, CO	View Report

Address Match:1520 W Canal Ct Littleton, CO

Tpl Lllp, Lp Registered in California	Littleton, CO	View Report
Outdoor Storage At 64th Avenue, LLC Registered in Colorado	Littleton, CO	View Report
Tucker Asset Management LLC Registered in California	Littleton, CO	View Report
127 County Road 2409, LLC Registered in Colorado	Littleton, CO	View Report
Smarter Retirement Strategies LLC Registered in Oregon	Littleton, CO Salem, OR	View Report
Smarter Retirement Strategies LLC Registered in California	Littleton, CO	View Report
Area 15 Ventures, LLC Registered in Colorado	Littleton, CO	View Report
Eureka Properties, Inc. Registered in Colorado	Denver, CO Littleton, CO	View Report
Starlight Corporation Registered in Colorado	Littleton, CO	View Report
Tucker Financial, LLC Registered in Colorado	Littleton, CO Greenville, CO	View Report
Twin Arrow, Inc. Registered in Colorado	Littleton, CO	View Report

Person/City Match:Karlan Tucker - Littleton, CO

Goldtree Insurance Benefits, Inc. Registered in Colorado	Littleton, CO	View Report
Advisors Unscripted, LLC Registered in Colorado	Littleton, CO	View Report
Advisors Digital Edge Inc. Registered in Colorado	Littleton, CO	View Report
Smarter Retirement Strategies LLC Registered in Texas	Littleton, CO	View Report

The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary