Acuity Financial Inc

Burlington, IA

Oregon

Registered In

12/04/2019

Incorp. Date

Foreign

Registration Type

Iowa

Foreign Jurisdiction

Company Summary

Acuity Financial Inc at 320 N 3rd ST FL 6th, Burlington, Ia 52601 lists Curtis Cloke of Burlington, IA as the associate.

Joshua Cloke Registered Agent	91403 MARBROOK LN, BLUE RIVER, OR 97413
Curtis Cloke President	5582 CHIP SHOT DR, BURLINGTON, IA 52601 (View Past Addresses)
Curtis Cloke Secretary	5582 CHIP SHOT DR, BURLINGTON, IA 52601 (View Past Addresses)

320 N 3RD ST FL 6TH, BURLINGTON, IA 52601 (Mailing) View Map

Form 5500

320 N. 3rd St., 6th Floor, Burlington, Ia 52601 (319) 758-8484 EIN:46-5472260 Plan Admin:Michele Gebhardt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$576,112 / $680,603	2023	ACUITY FINANCIAL 401(K) PLAN - Plan #001	9 / 9	$576,112 / $680,603
2022	Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,152,222 / $576,112	2022	ACUITY FINANCIAL 401(K) PLAN - Plan #001	9 / 10	$1,152,222 / $576,112
2021	Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$923,405 / $1,152,222	2021	ACUITY FINANCIAL 401(K) PLAN - Plan #001	9 / 9	$923,405 / $1,152,222
2020	Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$706,057 / $923,405	2020	ACUITY FINANCIAL 401(K) PLAN - Plan #001	9 / 9	$706,057 / $923,405
2019	Plan NameACUITY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$507,324 / $706,057	2019	ACUITY FINANCIAL 401(K) PLAN - Plan #001	9 / 9	$507,324 / $706,057

Benefit & Retirement Plans based on Form 5500.

PPP Loans

320 N 3rd St Ste 600, Burlington, IA 52601-5308 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
03/13/2021	Approved$64,844 Forgiven$65,166 LenderFirst Interstate Bank Jobs5	03/13/2021	$64,844	$65,166	First Interstate Bank	5
04/08/2020	Approved$87,250 Forgiven$87,924 LenderFirst Interstate Bank Jobs6	04/08/2020	$87,250	$87,924	First Interstate Bank	6

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Acuity Financial Inc Registered in New Jersey	New Jersey	View Report
Acuity Financial, Inc. Registered in Iowa	Burlington, IA	View Report
Financial Acuity Plus Inc Registered in California	Santa Ana, CA	View Report
Acuity Financial Group, Inc. Registered in Oregon	Tualatin, OR	View Report
Acuity Financial Services, Inc. Registered in Minnesota	New Brighton, MN	View Report
Acuity Financial,inc. Registered in Colorado	Broomfield, CO Superior, CO	View Report

Address Match:320 N 3rd St Burlington, IA

Crowley Investment L.L.C. Registered in Kansas	Burlington, IA Wichita, KS		View Report

Person/City Match:Joshua Cloke - Blue River, OR

Mckenzie River Community School Registered in Oregon	Mckenzie Bridge, OR Vida, OR		View Report

Person/City Match:Curtis Cloke - Burlington, IA

Thrive Income Distribution System LLC Registered in Iowa	Burlington, IA		View Report

Street Match:N 3rd St Burlington, IA

Farnett Family Investment Holdings LLC Registered in Colorado	Burlington, IA Castle Rock, CO		View Report
Reif Oil Company Registered in Missouri	Burlington, IA		View Report

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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