Kalos Financial, Inc.

Registered In: Missouri
Incorporation Date: 03/20/2006
Registration Type: Foreign
Foreign Jurisdiction: Georgia
Company Type: Gen. Business - for Profit
Status: Term/Cancel
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(Secretary Of State) Registered Agent

600 W MAIN, JEFFERSON CITY, MO 65102

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3780 MANSELL RD STE 150, ALPHARETTA, GA 30022 View Map

Financial Information for Kalos Financial, Inc.

Form 5500

11525 Park Woods Circle, Alpharetta, Ga 30005 (770) 407-5415 EIN:58-2650233 Plan Admin:Joan Tesh

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY39 / 33 Assets BOY/EOY$1,374,539 / $927,658	2022	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	39 / 33	$1,374,539 / $927,658
2021	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY45 / 39 Assets BOY/EOY$1,321,829 / $1,374,539	2021	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	45 / 39	$1,321,829 / $1,374,539
2020	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY48 / 45 Assets BOY/EOY$1,761,678 / $1,321,829	2020	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	48 / 45	$1,761,678 / $1,321,829
2019	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY48 / 48 Assets BOY/EOY$1,238,280 / $1,761,678	2019	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	48 / 48	$1,238,280 / $1,761,678

Benefit & Retirement Plans based on Form 5500.

PPP Loans

KALOS FINANCIAL INC.

11525 Park Woods Cir, Alpharetta, GA 30005-2422 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
02/08/2021	Approved$688,938 Forgiven$692,153 LenderItria Ventures LLC Jobs39	02/08/2021	$688,938	$692,153	Itria Ventures LLC	39
04/14/2020	Approved$692,200 Forgiven$698,834 LenderRenasant Bank Jobs39	04/14/2020	$692,200	$698,834	Renasant Bank	39

PPP Loans based on Paycheck Protection Program.

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Address Match:3780 Mansell Rd Ste 150 Alpharetta, GA

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Address Match:3780 Mansell Rd Alpharetta, GA

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The following government agencies have contributed data:

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

Kalos Financial, Inc.

Company Summary

Financial Information for Kalos Financial, Inc.

KALOS FINANCIAL, INC.

KALOS FINANCIAL INC.