Sullivan Financial Group, Inc.
Montana
Registered In
12/20/2007
Incorp. Date
Company Summary
Sullivan Financial Group, Inc. at 111 N Last Chance Gulch 3-c P Dan Sullivan, Helena, Mt 59601 lists Peter Daniel Sullivan of Helena, MT.
- Registered In
- Montana
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit Corporation
- Status
- Active-Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Peter Daniel Sullivan
Registered Agent
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111 N LAST CHANCE GULCH 3-C P DAN SULLIVAN, HELENA, MT 59601
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111 N LAST CHANCE GULCH 3-C P DAN SULLIVAN, HELENA, MT 59601
View Map
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111 N LAST CHANCE GULCH STE 3-C, HELENA, MT 59601
(Mailing)
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Financial Information for Sullivan Financial Group, Inc.
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:
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Sullivan Financial Group Inc.
Registered in North Carolina
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Charlotte, NC | View Report |
Person/City Match:Peter Daniel Sullivan - Helena, MT
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Brick Tower, LLC
Registered in Montana
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Helena, MT | View Report |
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
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