Professional Financial Specialists, Inc.

North Carolina
Registered In
09/08/2004
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction

Company Summary

Professional Financial Specialists, Inc. at 4735 Walnut Street W200, Boulder, Co 80301 lists Regan Turner of Boulder, CO as the associate.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Multiple
Registration Type
Foreign
Foreign Jurisdiction
Colorado
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People

Registered Agent Solutions, Inc. Registered Agent
176 MINE LAKE CT STE 100, RALEIGH, NC 27615
Regan Turner President
4735 WALNUT ST # W-200, BOULDER, CO 80301

Map & Locations

4735 WALNUT STREET W200, BOULDER, CO 80301 View Map
176 MINE LAKE CT STE 100, RALEIGH, NC 27615 (Mailing) View Map

Financials

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.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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