Bozeman Financial Advisors, LLC
Montana
Registered In
04/01/2016
Incorp. Date
Company Summary
Bozeman Financial Advisors, LLC at 602 S Ferguson STE 1, Bozeman, Mt 59715 lists Edward M Tompkins of Bozeman, MT and a DBA of Peck, Tompkins & Hundhausen.
- 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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Edward M Tompkins
Registered Agent
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612 N MONTANA AVE, BOZEMAN, MT 59715
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602 S FERGUSON STE 1, BOZEMAN, MT 59715
(Mailing)
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Peck, Tompkins & Hundhausen
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Bozeman, MT |
Financial Information for Bozeman Financial Advisors, LLC
Form 5500
BOZEMAN FINANCIAL ADVISORS, LLC
602 S. Ferguson, STE 1, Bozeman, Mt 59718 (406) 551-2171 EIN:81-2278366 Plan Admin:Edward Tompkins| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$158,735 / $191,948 | 2022 | BOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $158,735 / $191,948 |
| 2021 | Plan NameBOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$91,608 / $158,735 | 2021 | BOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $91,608 / $158,735 |
| 2020 | Plan NameBOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$62,134 / $91,608 | 2020 | BOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 2 / 3 | $62,134 / $91,608 |
| 2019 | Plan NameBOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 2 Assets BOY/EOY$110,835 / $62,134 | 2019 | BOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 2 | $110,835 / $62,134 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BOZEMAN FINANCIAL ADVISORS LLC
602 S Ferguson Ave STE 1, Bozeman, Mt 59718| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$7,435 Forgiven$7,480 LenderGlacier Bank Jobs1 | 04/29/2020 | $7,435 | $7,480 | Glacier Bank | 1 |
PPP Loans based on Paycheck Protection Program.
Address Match:602 S Ferguson Bozeman, MT
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The following government agencies have contributed data:
Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
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