Professional Financial Specialists, Inc. in Boulder, CO was registered on 07/18/2008. It is listed at 385 Broadway, Boulder, Co 80305.
Corporation Service Company
Registered Agent
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26 W SIXTH AVE, HELENA, MT 59624
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385 BROADWAY, BOULDER, CO 80305
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2022 | Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY26 / 29 Assets BOY/EOY$2,320,525 / $2,488,883 | 2022 | PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 | 26 / 29 | $2,320,525 / $2,488,883 |
2021 | Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY23 / 26 Assets BOY/EOY$1,381,227 / $2,320,525 | 2021 | PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 | 23 / 26 | $1,381,227 / $2,320,525 |
2020 | Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,087,936 / $1,381,227 | 2020 | PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 | 22 / 22 | $1,087,936 / $1,381,227 |
2019 | Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 20 Assets BOY/EOY$872,386 / $1,087,936 | 2019 | PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 | 14 / 20 | $872,386 / $1,087,936 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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04/10/2020 | Approved$222,525 Forgiven$223,801 LenderBMO Bank National Association Jobs19 | 04/10/2020 | $222,525 | $223,801 | BMO Bank National Association | 19 |
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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