Utah Wealth Strategies

Sandy City, UT

Utah

Registered In

05/03/2021

Incorp. Date

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

05/03/2021

Company Type

Dba

Status

Active - Current

Registration Type

Domestic

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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

Form 5500

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

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.

Address Match:126 W Sego Lily Dr Ste 140 Sandy City, UT

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Address Match:126 W Sego Lily Dr Sandy City, UT

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