Freestone Financial, LLC
New York
New York
Registered In
12/09/2020
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Freestone Financial, LLC at Suffolk County lists Freestone Financial, Llc of Paradise Valley, AZ as the associate.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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Freestone Financial, Llc
DOS Process
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5801 N 70TH PL, PARADISE VALLEY, AZ 85253
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Map & Locations
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Suffolk County
View Map
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Financials
Financial Information for Freestone Financial, LLC
Form 5500
FREESTONE FINANCIAL, LLC
5801 N. 70th Place, Paradise Valley, Az 85253 (480) 225-8413 EIN:81-5353436 Plan Admin:Jake Cramer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$211,037 / $296,220 | 2023 | FREESTONE 401(K) PLAN - Plan #001 | 11 / 15 | $211,037 / $296,220 |
| 2022 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 11 Assets BOY/EOY$212,490 / $211,037 | 2022 | FREESTONE 401(K) PLAN - Plan #001 | 6 / 11 | $212,490 / $211,037 |
| 2021 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$187,182 / $212,490 | 2021 | FREESTONE 401(K) PLAN - Plan #001 | 6 / 6 | $187,182 / $212,490 |
| 2020 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$132,958 / $187,182 | 2020 | FREESTONE 401(K) PLAN - Plan #001 | 4 / 6 | $132,958 / $187,182 |
| 2019 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$10,333 / $132,958 | 2019 | FREESTONE 401(K) PLAN - Plan #001 | 2 / 4 | $10,333 / $132,958 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FREESTONE FINANCIAL, LLC
5801 N 70th Pl, Paradise Valley, AZ 85253-5930 Industry:Insurance Agencies and Brokerages Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$35,000 Forgiven$35,443 LenderMidFirst Bank Jobs5 | 04/13/2020 | $35,000 | $35,443 | MidFirst Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/Address Match:Freestone Financial Llc -
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Fpcg LLC
Registered in Arizona
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Denver, CO Scottsdale, AZ | View Report | |
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Freestone Risk Management, LLC
Registered in Arizona
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Scottsdale, AZ | View Report | |
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Freestone Rm LLC
Registered in Arizona
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Phoenix, AZ Scottsdale, AZ | View Report |
Related Business Names:
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Freestone Financial, LLC
Registered in Virginia
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Mclean, VA Scottsdale, AZ | View Report | |
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Freestone Financial, LLC
Registered in Arizona
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Paradise Valley, AZ | View Report | |
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Freestone Financial Solutions Cpa, LLC
Registered in Colorado
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Golden, CO | View Report |
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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