Values First Advisors, Inc.

Gray, TN

Tennessee

Registered In

07/08/2009

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Values First Advisors, Inc. in Gray, TN was registered on 07/08/2009. It is listed at 101 Old Gray Station Rd Ed W, Gray, Tn 37615.

Registered In: Tennessee
Incorporation Date: 07/08/2009
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: For-Profit Corporation
Status: Active
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Cogency Global Inc. Registered Agent

992 DAVIDSON DR STE B, NASHVILLE, TN 37205

101 OLD GRAY STATION RD ED W, GRAY, TN 37615 View Map

Financial Information for Values First Advisors, Inc.

Form 5500

VALUES FIRST ADVISORS, INC.

101 Old Gray Station Rd., Gray, Tn 37615 (423) 218-1403 EIN:27-0392191 Plan Admin:L. Alex Ellis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameVALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$649,168 / $835,773	2023	VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() - Plan #001	10 / 11	$649,168 / $835,773
2022	Plan NameVALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$653,468 / $649,168	2022	VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST() - Plan #001	10 / 10	$653,468 / $649,168

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

Tennessee Secretary of State U.S. Department of Labor

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