Professional Financial Specialists Inc.

Ohio
Registered In
06/18/2012
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction

Company Summary

Professional Financial Specialists Inc. in Boulder, CO was registered on 06/18/2012. It is listed at 4735 Walnut ST STE W200, Boulder, Co 80301.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Foreign Corporation
Status
A
Registration Type
Foreign
Foreign Jurisdiction
Colorado
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People

Corporation Service Company Registered Agent
3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221 (View Past Addresses)

Map & Locations

4735 WALNUT ST STE W200, BOULDER, CO 80301 View Map

Financials

Financial Information for Professional Financial Specialists Inc.

Form 5500

PROFESSIONAL FINANCIAL SPECIALISTS, INC.

385 Broadway, Boulder, Co 80305 (303) 444-1234 EIN:84-1273990 Plan Admin:Regan Turner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY26 / 29 Assets BOY/EOY$2,320,525 / $2,488,883 2022 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 26 / 29 $2,320,525 / $2,488,883
2021 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY23 / 26 Assets BOY/EOY$1,381,227 / $2,320,525 2021 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 23 / 26 $1,381,227 / $2,320,525
2020 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,087,936 / $1,381,227 2020 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 22 / 22 $1,087,936 / $1,381,227
2019 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 20 Assets BOY/EOY$872,386 / $1,087,936 2019 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 14 / 20 $872,386 / $1,087,936
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PROFESSIONAL FINANCIAL SPECIALISTS, INC

385 Broadway St, Boulder, Co 80305-3303 Industry:Graphic Design Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$222,525 Forgiven$223,801 LenderBMO Bank National Association Jobs19 04/10/2020 $222,525 $223,801 BMO Bank National Association 19
PPP Loans based on Paycheck Protection Program.

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Sources

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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