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
Search Other Resources
People
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Registered Agent Solutions, Inc.
Registered Agent
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
|
|
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Regan Turner
President
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4735 WALNUT ST # W-200, BOULDER, CO 80301
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Map & Locations
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4735 WALNUT STREET W200, BOULDER, CO 80301
View Map
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
(Mailing)
View Map
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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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