Barrett Financial Group, L.L.C.

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

Company Summary

Barrett Financial Group, L.L.C. at 270 Trace Colony Park STE B, Ridgeland, AZ 39157 lists Trevor Barrett of Ridgeland, MS as the associate.

Registered In
Mississippi
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Company Type
Limited Liability Company
Status
Good Standing
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Mississippi Registered Agent Llc Registered Agent
270 TRACE COLONY PARK DR STE B, RIDGELAND, MS 39157
Trevor Barrett Member
270 TRACE COLONY PARK STE B, RIDGELAND, MS 39157 (View Past Addresses)
Trevor Barrett Manager
270 TRACE COLONY PARK STE B, RIDGELAND, MS 39157 (View Past Addresses)
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270 Trace Colony Park STE B, Ridgeland, AZ 39157 View Map
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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.
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The following government agencies have contributed data:

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