Utah Wealth Strategies

Company Summary

Utah Wealth Strategies at 126 W SEGO LILY DR STE 140, Sandy City, UT 84070 lists William James Dishman of Sandy City, UT.

Registered In
Utah
Incorporation Date
Registration Type
Domestic
Company Type
Dba
Status
Active - Current
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William James Dishman Registered Agent
126 W SEGO LILY DR, Sandy City, UT 84070
126 W SEGO LILY DR STE 140, Sandy City, UT 84070 View Map

Financial Information for Utah Wealth Strategies

Form 5500

UTAH WEALTH STRATEGIES INC

126 W Sego Lily Dr STE 140, Sandy, Ut 84070 (801) 365-1098 EIN:83-1073298 Plan Admin:William Dishman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameUTAH WEALTH STRATEGIES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$33,614 / $0 2020 UTAH WEALTH STRATEGIES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 0 $33,614 / $0
2019 Plan NameUTAH WEALTH STRATEGIES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $33,614 2019 UTAH WEALTH STRATEGIES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 6 $0 / $33,614
Benefit & Retirement Plans based on Form 5500.
PPP Loans

UTAH WEALTH STRATEGIES, INC.

2795 E Cottonwood Pkwy, STE 600, Salt Lake City, Ut 84121 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$44,300 Forgiven$44,686 LenderZions Bank, A Division of Jobs3 04/15/2020 $44,300 $44,686 Zions Bank, A Division of 3
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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