Excel Financial Group, LLC

Fort Collins, CO

Oregon

Registered In

03/05/2018

Incorp. Date

Foreign

Registration Type

Colorado

Foreign Jurisdiction

Company Summary

Excel Financial Group, LLC at 123 N College Ave STE 230, Fort Collins, Co 80524 lists Matthew Corey Seitz and Bryan William Emmett of Fort Collins, CO.

Registered In: Oregon
Incorporation Date: 03/05/2018
Registration Type: Foreign
Foreign Jurisdiction: Colorado
Company Type: Foreign Limited Liability Company
Status: Inactive
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Paracorp Incorporated Registered Agent	8130 SW BEAVERTON-HILLSDALE HWY, PORTLAND, OR 97225 (Mailing) (View Past Addresses)
Matthew Corey Seitz Member	123 N COLLEGE AVE STE 230, FORT COLLINS, CO 80524
Bryan William Emmett Member	123 N COLLEGE AVE STE 230, FORT COLLINS, CO 80524

123 N COLLEGE AVE STE 230, FORT COLLINS, CO 80524 View Map

Financial Information for Excel Financial Group, LLC

Form 5500

EXCEL FINANCIAL GROUP LLC

123 N College Ave #230, Fort Collins, Co 80524 (970) 567-0023 EIN:04-3762766 Plan Admin:Bryan Emmett

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEXCEL FINANCIAL GROUP RETIREMENT TRUST Plan #001 Participants BOY/EOY13 / 10 Assets BOY/EOY$368,471 / $448,034	2023	EXCEL FINANCIAL GROUP RETIREMENT TRUST - Plan #001	13 / 10	$368,471 / $448,034
2022	Plan NameEXCEL FINANCIAL GROUP RETIREMENT TRUST Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$436,888 / $368,471	2022	EXCEL FINANCIAL GROUP RETIREMENT TRUST - Plan #001	12 / 13	$436,888 / $368,471

Benefit & Retirement Plans based on Form 5500.

PPP Loans

EXCEL FINANCIAL GROUP LLC

123 N. College Ave. #230, Fort Collins, Co 80524 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
05/06/2020	Approved$88,245 Forgiven$89,106 LenderWells Fargo Bank, National Association Jobs3	05/06/2020	$88,245	$89,106	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:123 N College Ave Ste 230 Fort Collins, CO

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Related Business Names:

Excel Financial Group, LLC Registered in Ohio	Akron, OH	View Report
Excel Financial Group LLC Registered in Arizona	Phoenix, AZ	View Report
Excel Financial Group LLC Registered in Florida	Delray Beach, FL Riviera Beach, FL	View Report
Excel Financial Group, LLC Registered in California	Fort Collins, CO Collins, CO	View Report
Excel Financial Group, LLC Registered in Missouri	Kansas City, MO	View Report
Excel Financial Group, LLC Registered in Wyoming	Cheyenne, WY Fort Collins, CO	View Report
Excel Financial Group LLC Registered in Texas	Carrollton, TX	View Report
Excel Financial Group, LLC Registered in Texas	Fort Collins, CO	View Report
Excel Financial Group, LLC Registered in Minnesota	Fort Collins, CO Woodbury, MN	View Report

Address Match:123 N College Ave Fort Collins, CO

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Person/City Match:Matthew Corey Seitz - Fort Collins, CO

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The following government agencies have contributed data:

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

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