Sullivan Financial Group
Montana
Registered In
03/05/1998
Incorp. Date
Company Summary
Sullivan Financial Group in Helena, MT was registered on 03/05/1998. It is listed at 111 N Last Chance Gulch STE 3c, Helena, Mt 59601.
- Registered In
- Montana
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Assumed Business Name
- Status
- Inactive-Cancelled
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
111 N LAST CHANCE GULCH STE 3C, HELENA, MT 59601
(Mailing)
View Map
|
Financial Information for Sullivan Financial Group
Form 5500
SULLIVAN FINANCIAL GROUP, INC.
111 N. Last Chance Gulch Suite 3-c, Helena, Mt 59601 (406) 443-6300 EIN:51-0661464 Plan Admin:Peter Sullivan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSULLIVAN FINANCIAL GROUP, INC. 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,677,394 / $2,138,046 | 2023 | SULLIVAN FINANCIAL GROUP, INC. 401K PLAN - Plan #001 | 9 / 9 | $1,677,394 / $2,138,046 |
| 2022 | Plan NameSULLIVAN FINANCIAL GROUP, INC. 401K PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,755,864 / $1,677,394 | 2022 | SULLIVAN FINANCIAL GROUP, INC. 401K PLAN - Plan #001 | 8 / 8 | $1,755,864 / $1,677,394 |
| 2021 | Plan NameSULLIVAN FINANCIAL GROUP, INC. 401K PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,412,893 / $1,755,864 | 2021 | SULLIVAN FINANCIAL GROUP, INC. 401K PLAN - Plan #001 | 9 / 8 | $1,412,893 / $1,755,864 |
| 2020 | Plan NameSULLIVAN FINANCIAL GROUP, INC. 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,061,698 / $1,412,893 | 2020 | SULLIVAN FINANCIAL GROUP, INC. 401K PLAN - Plan #001 | 9 / 9 | $1,061,698 / $1,412,893 |
| 2019 | Plan NameSULLIVAN FINANCIAL GROUP, INC. 401K PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$749,479 / $1,061,698 | 2019 | SULLIVAN FINANCIAL GROUP, INC. 401K PLAN - Plan #001 | 8 / 9 | $749,479 / $1,061,698 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SULLIVAN FINANCIAL GROUP INC
111 N LAST CHANCE GULCH Ste 3-C, HELENA, MT 59601-4144| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$90,000 Forgiven$90,609 LenderGlacier Bank Jobs7 | 04/08/2020 | $90,000 | $90,609 | Glacier Bank | 7 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Address Match:111 N Last Chance Gulch Helena, MT
The following government agencies have contributed data:
Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States