Lollis Financial Advisors, LLC
Texas
Registered In
09/06/2018
Incorp. Date
Company Summary
Lollis Financial Advisors, LLC at 1329 Trail View Ln, Frisco, Tx 75034 lists George W. Lollis of Frisco, TX as the associate.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- In Existence
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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George W. Lollis
Registered Agent
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1329 TRAIL VIEW LN, FRISCO, TX 75034
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George W. Lollis
Manager
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1329 TRAIL VIEW LN, FRISCO, TX 75034
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1329 TRAIL VIEW LN, FRISCO, TX 75034
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Afia 401(K)
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Frisco, TX | ||
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Aifa 401k
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Frisco, TX | ||
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Fiduciary 401(K)
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Frisco, TX |
Financial Information for Lollis Financial Advisors, LLC
Form 5500
LOLLIS FINANCIAL ADVISORS, LLC
5380 Old Bullard Road Pmb 600-337, Tyler, Tx 75703 (972) 581-3014 EIN:83-1852495 Plan Admin:George W. Lollis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameLOLLIS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,379,197 / $1,561,031 | 2022 | LOLLIS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 2 / 2 | $1,379,197 / $1,561,031 |
| 2020 | Plan NameLOLLIS FINANCIAL ADVISORS, LLC MEDOVA LIFESTYLE HEALTH PLAN Plan #501 Participants BOY/EOY2 / 0 Assets BOY/EOY$0 / $7 | 2020 | LOLLIS FINANCIAL ADVISORS, LLC MEDOVA LIFESTYLE HEALTH PLAN - Plan #501 | 2 / 0 | $0 / $7 |
| 2019 | Plan NameLOLLIS FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$62,500 / $126,619 | 2019 | LOLLIS FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $62,500 / $126,619 |
Benefit & Retirement Plans based on Form 5500.
Address Match:1329 Trail View Ln Frisco, TX
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Person/City Match:George W Lollis - Frisco, TX
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Street Match:Trail View Ln Frisco, TX
The following government agencies have contributed data:
Texas Comptroller of Public Accounts U.S. Department of Labor
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