Professional Financial Specialists, Inc.

Montana
Registered In
07/18/2008
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction

Company Summary

Professional Financial Specialists, Inc. in Boulder, CO was registered on 07/18/2008. It is listed at 385 Broadway, Boulder, Co 80305.

Registered In
Montana
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Colorado
Company Type
Foreign Profit Corporation
Status
Active-Good Standing
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Corporation Service Company Registered Agent
26 W SIXTH AVE, HELENA, MT 59624
385 BROADWAY, BOULDER, CO 80305 View Map

Financial Information for Professional Financial Specialists, Inc.

Form 5500

PROFESSIONAL FINANCIAL SPECIALISTS, INC.

385 Broadway, Boulder, Co 80305 (303) 444-1234 EIN:84-1273990 Plan Admin:Regan Turner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PROFESSIONAL FINANCIAL SPECIALISTS, INC

385 Broadway St, Boulder, Co 80305-3303 Industry:Graphic Design Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
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
PPP Loans based on Paycheck Protection Program.
Address Match:385 Broadway Boulder, CO
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Professional Financial Specialists, Inc. Registered in North Carolina
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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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