Kei Advisors LLC at Erie County lists Kei Advisors Llc of Buffalo, NY as the associate.
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Kei Advisors Llc
DOS Process
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12 FOUNTAIN PLZ STE 500, BUFFALO, NY 14202
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Erie County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameKEI ADVISORS RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,949,114 / $1,751,019 | 2022 | KEI ADVISORS RETIREMENT PLAN - Plan #001 | 6 / 5 | $1,949,114 / $1,751,019 |
| 2022 | Plan NameKEI ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$566,726 / $556,344 | 2022 | KEI ADVISORS CASH BALANCE PLAN - Plan #002 | 3 / 3 | $566,726 / $556,344 |
| 2021 | Plan NameKEI ADVISORS RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$1,936,120 / $1,949,114 | 2021 | KEI ADVISORS RETIREMENT PLAN - Plan #001 | 9 / 6 | $1,936,120 / $1,949,114 |
| 2021 | Plan NameKEI ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$433,951 / $566,726 | 2021 | KEI ADVISORS CASH BALANCE PLAN - Plan #002 | 3 / 3 | $433,951 / $566,726 |
| 2020 | Plan NameKEI ADVISORS RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,643,639 / $1,936,120 | 2020 | KEI ADVISORS RETIREMENT PLAN - Plan #001 | 10 / 9 | $1,643,639 / $1,936,120 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/27/2020 | Approved$100,000 Forgiven$101,260 LenderEvans Bank, National Association Jobs8 | 04/27/2020 | $100,000 | $101,260 | Evans Bank, National Association | 8 |
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Kei Wealth Advisors, LLC
Registered in Nevada
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Truckee, CA | View Report |