Creekside Financial Advisors, LLC

Ohio

Registered In

01/31/2011

Incorp. Date

Company Summary

Creekside Financial Advisors, LLC in Ohio lists Acfb Incorporated as the associate.

Acfb Registered Agent	127 PUBLIC SQ STE 4900, CLEVELAND, OH 44114
Acfb Incorporated

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Form 5500

30195 Chagrin Blvd., Suite 208w, Pepper Pike, Oh 44124 (216) 342-3380 EIN:27-4699401 Plan Admin:Daniel Abrams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$753,751 / $736,477	2022	CREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001	4 / 6	$753,751 / $736,477
2021	Plan NameCREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$582,948 / $753,751	2021	CREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 4	$582,948 / $753,751
2020	Plan NameCREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$473,216 / $582,948	2020	CREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 5	$473,216 / $582,948
2019	Plan NameCREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$284,865 / $473,216	2019	CREEKSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001	4 / 5	$284,865 / $473,216

Benefit & Retirement Plans based on Form 5500.

PPP Loans

30195 Chagrin Blvd, CLEVELAND, OH 44124-5703

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$39,207 Forgiven$0 LenderKeyBank National Association Jobs4	04/11/2020	$39,207	$0	KeyBank National Association	4

PPP Loans based on Paycheck Protection Program.

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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

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