Western Retail Advisors, LLC

New Mexico
Registered In
02/18/2009
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Western Retail Advisors, LLC at 2525 E Camelback Rd STE 625, Phoenix, Az 85016 lists Eric Termansen and Termansen, Eric K. as the associates.

Overview

Registered In
New Mexico
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
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People

Northwest Registered Agent, Inc. Registered Agent
530 HARKLE RD STE 100, SANTA FE, NM 87505
Eric Termansen President
Termansen, Eric K. Manager

Map & Locations

2525 E CAMELBACK RD STE 625, PHOENIX, AZ 85016 (Mailing) View Map

Financials

Financial Information for Western Retail Advisors, LLC

Form 5500

WESTERN RETAIL ADVISORS, LLC

2555 E. Camelback Road Suite 200, Phoenix, Az 85016 (602) 778-3745 EIN:86-0973575 Plan Admin:Eric Termansen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWRA PENSION PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$2,168,710 / $2,186,017 2022 WRA PENSION PLAN - Plan #002 5 / 6 $2,168,710 / $2,186,017
2022 Plan NameWRA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 28 Assets BOY/EOY$1,645,630 / $1,212,877 2022 WRA 401(K) PROFIT SHARING PLAN - Plan #001 23 / 28 $1,645,630 / $1,212,877
2021 Plan NameWRA PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,505,896 / $2,168,710 2021 WRA PENSION PLAN - Plan #002 5 / 5 $1,505,896 / $2,168,710
2021 Plan NameWRA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 23 Assets BOY/EOY$1,330,668 / $1,645,630 2021 WRA 401(K) PROFIT SHARING PLAN - Plan #001 19 / 23 $1,330,668 / $1,645,630
2020 Plan NameWRA PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,093,997 / $1,505,896 2020 WRA PENSION PLAN - Plan #002 5 / 5 $1,093,997 / $1,505,896
2020 Plan NameWRA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,012,886 / $1,330,668 2020 WRA 401(K) PROFIT SHARING PLAN - Plan #001 15 / 16 $1,012,886 / $1,330,668
2019 Plan NameWRA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$756,786 / $1,012,886 2019 WRA 401(K) PROFIT SHARING PLAN - Plan #001 12 / 14 $756,786 / $1,012,886
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WESTERN RETAIL ADVISORS LLC

2555 E Camelback Rd Ste 200, Phoenix, AZ 85016-9287 Industry:Other Activities Related to Real Estate Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
02/25/2021 Approved$175,500 Forgiven$176,524 LenderAlerus Financial, National Association Jobs11 02/25/2021 $175,500 $176,524 Alerus Financial, National Association 11
04/28/2020 Approved$146,000 Forgiven$147,273 LenderAlerus Financial, National Association Jobs9 04/28/2020 $146,000 $147,273 Alerus Financial, National Association 9
PPP Loans based on Paycheck Protection Program.

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Address Match:2525 E Camelback Rd Ste 625 Phoenix, AZ
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Address Match:2525 E Camelback Rd Phoenix, AZ
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Sources

The following government agencies have contributed data:

• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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