Financial Designs LTD.

Denver, CO

Montana

Registered In

04/30/1992

Incorp. Date

Foreign

Registration Type

Colorado

Foreign Jurisdiction

Company Summary

Financial Designs LTD. at 7979 E Tufts Ave Suite 1550 Denver, Denver, Co 80237 lists Jerry L Perkins of Bozeman, MT.

Jerry L Perkins Registered Agent

511 N WALLACE, BOZEMAN, MT 59715

7979 E TUFTS AVE SUITE 1550 DENVER, DENVER, CO 80237 View Map
7979 E TUFTS AVE STE 1550, DENVER, CO 80237 (Mailing) View Map

Form 5500

7979 E. Tufts Avenue Suite 1550, Denver, Co 80237 (303) 832-6100 EIN:46-1482771 Plan Admin:Karen M. Cecile

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL DESIGNS LTD. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$5,557,276 / $6,188,272	2023	FINANCIAL DESIGNS LTD. 401(K) PLAN - Plan #001	21 / 22	$5,557,276 / $6,188,272
2022	Plan NameFINANCIAL DESIGNS LTD. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$6,377,197 / $5,557,276	2022	FINANCIAL DESIGNS LTD. 401(K) PLAN - Plan #001	21 / 21	$6,377,197 / $5,557,276
2021	Plan NameFINANCIAL DESIGNS LTD. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$4,973,881 / $6,377,197	2021	FINANCIAL DESIGNS LTD. 401(K) PLAN - Plan #001	21 / 21	$4,973,881 / $6,377,197
2020	Plan NameFINANCIAL DESIGNS LTD. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$4,353,871 / $4,973,881	2020	FINANCIAL DESIGNS LTD. 401(K) PLAN - Plan #001	20 / 21	$4,353,871 / $4,973,881
2019	Plan NameFINANCIAL DESIGNS LTD. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$4,020,833 / $4,353,871	2019	FINANCIAL DESIGNS LTD. 401(K) PLAN - Plan #001	22 / 20	$4,020,833 / $4,353,871

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7979 E Tufts Ave, DENVER, CO 80237-2521 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$399,456 Forgiven$403,648 LenderKeyBank National Association Jobs20	04/11/2020	$399,456	$403,648	KeyBank National Association	20

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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