Kalos Financial, Inc.

Registered In: Ohio
Incorporation Date: 10/18/2005
Registration Type: Foreign
Foreign Jurisdiction: Georgia
Company Type: Foreign Corporation
Status: D
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National Registered Agents, Inc. Registered Agent

145 BAKER ST, MARION, OH 43302

3780 MANSELL RD STE 150, ALPHARETTA, GA 30022 View Map
145 BAKER ST, MARION, OH 43302 View Map

Financial Information for Kalos Financial, Inc.

Form 5500

11525 Park Woods Circle, Alpharetta, Ga 30005 (770) 407-5415 EIN:58-2650233 Plan Admin:Joan Tesh

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY39 / 33 Assets BOY/EOY$1,374,539 / $927,658	2022	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	39 / 33	$1,374,539 / $927,658
2021	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY45 / 39 Assets BOY/EOY$1,321,829 / $1,374,539	2021	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	45 / 39	$1,321,829 / $1,374,539
2020	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY48 / 45 Assets BOY/EOY$1,761,678 / $1,321,829	2020	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	48 / 45	$1,761,678 / $1,321,829
2019	Plan NameKALOS FINANCIAL, INC.401(K) PLAN Plan #001 Participants BOY/EOY48 / 48 Assets BOY/EOY$1,238,280 / $1,761,678	2019	KALOS FINANCIAL, INC.401(K) PLAN - Plan #001	48 / 48	$1,238,280 / $1,761,678

Benefit & Retirement Plans based on Form 5500.

PPP Loans

KALOS FINANCIAL INC.

11525 Park Woods Cir, Alpharetta, GA 30005-2422 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
02/08/2021	Approved$688,938 Forgiven$692,153 LenderItria Ventures LLC Jobs39	02/08/2021	$688,938	$692,153	Itria Ventures LLC	39
04/14/2020	Approved$692,200 Forgiven$698,834 LenderRenasant Bank Jobs39	04/14/2020	$692,200	$698,834	Renasant Bank	39

PPP Loans based on Paycheck Protection Program.

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Address Match:3780 Mansell Rd Alpharetta, GA

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Address Match:3780 Mansell Rd Ste 150 Alpharetta, GA

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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration

Kalos Financial, Inc.

Company Summary

Financial Information for Kalos Financial, Inc.

KALOS FINANCIAL, INC.

KALOS FINANCIAL INC.