Adaptive Financial Consulting, LLC

Ohio
Registered In
05/31/2013
Incorp. Date

Company Summary

Adaptive Financial Consulting, LLC in Ohio lists Jeremy B Thompson as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
A
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Wh Entity Services, Inc. Registered Agent
1300 E 9TH ST STE 1400, CLEVELAND, OH 44114
Jeremy B Thompson

Financial Information for Adaptive Financial Consulting, LLC

Form 5500

ADAPTIVE FINANCIAL CONSULTING, LLC

3401 Enterprise Parkway Ste. 340, Beachwood, Oh 44122 (440) 359-3455 EIN:46-3259931 Plan Admin:Jeremy B. Thompson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$297,030 / $293,853 2022 ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $297,030 / $293,853
2021 Plan NameADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$276,218 / $297,030 2021 ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $276,218 / $297,030
2020 Plan NameADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$255,156 / $276,218 2020 ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $255,156 / $276,218
2019 Plan NameADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$258,757 / $255,156 2019 ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $258,757 / $255,156
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ADAPTIVE FINANCIAL CONSULTING LLC

3401 Enterprise Pkwy, Beachwood, Oh 44122-7340 Industry:Other Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$86,900 Forgiven$87,887 LenderPNC Bank, National Association Jobs8 04/14/2020 $86,900 $87,887 PNC Bank, National Association 8
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Adaptive Financial Consulting LLC Registered in California
Beachwood, OH View Report

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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