Professional Financial Specialists, Inc.

Registered In: North Carolina
Incorporation Date: 09/08/2004
Registration Type: Foreign
Foreign Jurisdiction: Colorado
Company Type: Business Corporation
Status: Multiple
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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

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

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The following government agencies have contributed data:

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Professional Financial Specialists, Inc.

Company Summary

Financial Information for Professional Financial Specialists, Inc.

PROFESSIONAL FINANCIAL SPECIALISTS, INC.

PROFESSIONAL FINANCIAL SPECIALISTS, INC