Barrett Financial Group, L.L.C.

Missouri
Registered In
07/13/2021
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Barrett Financial Group, L.L.C. in Gilbert, AZ was registered on 07/13/2021. It is listed at 2314 S Val Vista Dr # 201, Gilbert, Az 85295.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Company Type
Limited Liability Company
Status
Active
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Missouri Registered Agent Llc Registered Agent
117 S LEXINGTON ST STE 100, HARRISONVILLE, MO 64701
2314 S VAL VISTA DR # 201, GILBERT, AZ 85295 View Map

Financial Information for Barrett Financial Group, L.L.C.

Form 5500

BARRETT FINANCIAL GROUP, LLC

2314 S. Val Vista Drive Suite 201, Gilbert, Az 85295 (480) 459-4500 EIN:01-0628113 Plan Admin:Trevor Barrett
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY296 / 0 Assets BOY/EOY$0 / $0 2023 BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #501 296 / 0 $0 / $0
2022 Plan NameBARRETT FINANCIAL GROUP, L.L.C. 401K PLAN Plan #001 Participants BOY/EOY265 / 409 Assets BOY/EOY$3,134,123 / $3,801,954 2022 BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN - Plan #001 265 / 409 $3,134,123 / $3,801,954
2022 Plan NameBARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY483 / 0 Assets BOY/EOY$0 / $0 2022 BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #501 483 / 0 $0 / $0
2021 Plan NameBARRETT FINANCIAL GROUP, L.L.C. 401K PLAN Plan #001 Participants BOY/EOY303 / 265 Assets BOY/EOY$1,536,069 / $3,134,123 2021 BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN - Plan #001 303 / 265 $1,536,069 / $3,134,123
2021 Plan NameBARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY476 / 0 Assets BOY/EOY$0 / $0 2021 BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #501 476 / 0 $0 / $0
2020 Plan NameBARRETT FINANCIAL GROUP LLC 401K PLAN Plan #001 Participants BOY/EOY176 / 303 Assets BOY/EOY$430,228 / $1,536,069 2020 BARRETT FINANCIAL GROUP LLC 401K PLAN - Plan #001 176 / 303 $430,228 / $1,536,069
2019 Plan NameBARRETT FINANCIAL GROUP LLC 401K PLAN Plan #001 Participants BOY/EOY58 / 176 Assets BOY/EOY$160,065 / $432,309 2019 BARRETT FINANCIAL GROUP LLC 401K PLAN - Plan #001 58 / 176 $160,065 / $432,309
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BARRETT FINANCIAL GROUP LLC

2314 S Val Vista Drive Suite 201, Gilbert, AZ 85295 Industry:Mortgage and Nonmortgage Loan Brokers
Loan Date Approved Forgiven Lender Jobs
04/16/2020 Approved$2,439,400 Forgiven$2,470,410 LenderLoan Source Incorporated Jobs111 04/16/2020 $2,439,400 $2,470,410 Loan Source Incorporated 111
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Barrett Financial Group, LLC Registered in Ohio
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Address Match:2314 S Val Vista Dr # 201 Gilbert, AZ
Barrett Financial Group, L.L.C. Registered in West Virginia
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Barrett Financial Group, L.L.C. Registered in New Mexico
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Barrett Financial Group, L.L.C. Registered in Minnesota
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Barrett Financial Group, L.L.C. Registered in Kansas
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Barrett Financial Group, L.L.C. Registered in Georgia
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Barrett Financial Group, L.L.C. Registered in Alabama
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Barrett Financial Group, L.L.C. Registered in New Hampshire
Derry, NH Gilbert, AZ (1 more) View Report
Barrett Financial Group, L.L.C. Registered in Arkansas
Gilbert, AZ View Report
Barrett Financial Group, L.L.C. Registered in Alaska
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Barrett Financial Group, L.L.C. Registered in Mississippi
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Barrett Financial Group, L.L.C. Registered in Maine
Gilbert, AZ Portland, ME View Report
Barrett Financial Group, L.L.C. Registered in New Hampshire
Gilbert, AZ Nashua, NH View Report
Barrett Financial Group, L.L.C. Registered in Oklahoma
Oklahoma City, OK Gilbert, AZ View Report
Address Match:2314 S Val Vista Dr Gilbert, AZ
Barrett Financial Group, L.L.C. Registered in Ohio
Gilbert, AZ North Canton, OH View Report
Barrett Financial Group, L.L.C. Registered in Oregon
Gilbert, AZ View Report
Barrett Financial Group, L.L.C. Registered in Arizona
Gilbert, AZ View Report
Barrett Financial Group, L.L.C. Registered in Virginia
Gilbert, AZ Virginia Beach, VA View Report
Barrett Gp LLC Registered in Arizona
Gilbert, AZ View Report
Barrett Real Estate, LLC Registered in Arizona
Gilbert, AZ View Report
Barrett Securities LLC Registered in Arizona
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Chris for Your Mortgage LLC Registered in Arizona
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Coconino Real Estate LLC Registered in Arizona
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Mutual Point Insurance, LLC Registered in Arizona
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Barrett Financial Group, L.L.C. Registered in Texas
Austin, TX Gilbert, AZ View Report

The following government agencies have contributed data:

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