Xy Investment Solutions, LLC
Montana
Registered In
11/03/2016
Incorp. Date
Company Summary
Xy Investment Solutions, LLC at 24 E Main St, Bozeman, Mt 59715 lists Robert Alan Moore of Bozeman, MT.
- Registered In
- Montana
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active-Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Robert Alan Moore
Registered Agent
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24 E MAIN ST, BOZEMAN, MT 59715
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24 E MAIN ST, BOZEMAN, MT 59715
View Map
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Financial Information for Xy Investment Solutions, LLC
Form 5500
XY INVESTMENT SOLUTIONS, LLC
24 E Main St, Bozeman, Mt 59715 (406) 413-9200 EIN:82-1307277 Plan Admin:Robert Moore| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameXY INVESTMENT SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$58,296 / $95,601 | 2023 | XY INVESTMENT SOLUTIONS 401(K) PLAN - Plan #001 | 6 / 7 | $58,296 / $95,601 |
| 2022 | Plan NameXY INVESTMENT SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$50,063 / $58,296 | 2022 | XY INVESTMENT SOLUTIONS 401(K) PLAN - Plan #001 | 7 / 7 | $50,063 / $58,296 |
| 2021 | Plan NameXY INVESTMENT SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$183,486 / $50,063 | 2021 | XY INVESTMENT SOLUTIONS 401(K) PLAN - Plan #001 | 8 / 7 | $183,486 / $50,063 |
| 2020 | Plan NameXY INVESTMENT SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$41,414 / $183,486 | 2020 | XY INVESTMENT SOLUTIONS 401(K) PLAN - Plan #001 | 6 / 8 | $41,414 / $183,486 |
| 2019 | Plan NameXY INVESTMENT SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$0 / $41,414 | 2019 | XY INVESTMENT SOLUTIONS 401(K) PLAN - Plan #001 | 3 / 6 | $0 / $41,414 |
Benefit & Retirement Plans based on Form 5500.
Address Match:24 E Main St Bozeman, MT
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Bozeman, MT Cincinnati, OH | View Report | |
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Advicepay Inc.
Registered in California
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Bozeman, MT Westlake Village, CA (1 more) | View Report | |
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Xy Investment Solutions, LLC
Registered in Missouri
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Bozeman, MT Saint Louis, MO | View Report | |
|
Xy Planning Network, LLC
Registered in Oregon
|
Bozeman, MT Keizer, OR | View Report | |
|
Xy Planning Network, LLC
Registered in Utah
|
Bozeman, MT Saint George, UT | View Report | |
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Xy Investment Solutions LLC
Registered in Minnesota
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Albertville, MN Bozeman, MT | View Report | |
|
Xy Planning Network LLC
Registered in Minnesota
|
Albertville, MN Bozeman, MT | View Report | |
|
Xy Planning Network, Inc.
Registered in Montana
|
Bozeman, MT | View Report | |
|
Xy Planning Network, LLC
Registered in Montana
|
Bozeman, MT | View Report | |
|
Advicepay, Inc
Registered in Colorado
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Bozeman, MT Brighton, CO | View Report | |
|
Xy Planning Network
Registered in Colorado
|
Bozeman, MT Colorado Springs, CO | View Report | |
|
Fa Bean Counters LLC
Registered in Montana
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Bozeman, MT | View Report | |
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Xy Tax Solutions, LLC
Registered in Montana
|
Bozeman, MT | View Report |
The following government agencies have contributed data:
Montana Secretary of State U.S. Department of Labor
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