Key Financial Group, LLC

Montana
Registered In
03/27/2008
Incorp. Date
Foreign
Registration Type
Utah
Foreign Jurisdiction

Company Summary

Key Financial Group, LLC in Farmington, UT was registered on 03/27/2008. It is listed at 23 N Main STE A, Farmington, Ut 84025.

Registered In
Montana
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Utah
Company Type
Foreign Limited Liability Company
Status
Active-Good Standing
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Corporation Service Company Registered Agent
26 W SIXTH AVE, HELENA, MT 59624
23 N MAIN STE A, FARMINGTON, UT 84025 (Mailing) View Map

Financial Information for Key Financial Group, LLC

Form 5500

KEY FINANCIAL GROUP, LLC

P.O. Box 68, Farmington, Ut 84025 (801) 451-2172 EIN:87-0637068 Plan Admin:Terry Smith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameKEY FINANCIAL GROUP 401(K) PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $37,300 2022 KEY FINANCIAL GROUP 401(K) PLAN - Plan #002 0 / 4 $0 / $37,300
2021 Plan NameKEY FINANCIAL GROUP 401K Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$3,727,306 / $0 2021 KEY FINANCIAL GROUP 401K - Plan #001 6 / 0 $3,727,306 / $0
2020 Plan NameKEY FINANCIAL GROUP 401K Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$700,173 / $3,727,306 2020 KEY FINANCIAL GROUP 401K - Plan #001 6 / 0 $700,173 / $3,727,306
2019 Plan NameKEY FINANCIAL GROUP 401K Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$628,623 / $700,172 2019 KEY FINANCIAL GROUP 401K - Plan #001 6 / 6 $628,623 / $700,172
Benefit & Retirement Plans based on Form 5500.
PPP Loans

KEY FINANCIAL GROUP LLC

23 N Main St, FARMINGTON, UT 84025-3517 Industry:Open-End Investment Funds
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$26,000 Forgiven$26,149 LenderBank of Utah Jobs4 04/15/2020 $26,000 $26,149 Bank of Utah 4
PPP Loans based on Paycheck Protection Program.
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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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