Nelson Financial Group

Registered In: Utah
Incorporation Date: 01/10/2022
Registration Type: Domestic
Company Type: Dba
Status: Active - Current
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Brad Neves Registered Agent

6955 UNION PARK CTR STE 550, MIDAVEL, UT 84047

6955 UNION PARK CTR STE 550, MIDVALE, UT 84047 View Map

Financial Information for Nelson Financial Group

Form 5500

NELSON FINANCIAL GROUP

6955 S Union Park Center Suite 550, Midvale, Ut 84047 (801) 568-2626 EIN:20-2785539 Plan Admin:Maxwell Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameNELSON FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$404,306 / $588,043	2020	NELSON FINANCIAL GROUP 401(K) PLAN - Plan #001	22 / 24	$404,306 / $588,043
2019	Plan NameNELSON FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY20 / 22 Assets BOY/EOY$212,211 / $404,306	2019	NELSON FINANCIAL GROUP 401(K) PLAN - Plan #001	20 / 22	$212,211 / $404,306

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NELSON FINANCIAL GROUP LLC

6955 S Union Park Ctr Ste 550, Midvale, UT 84047-6521 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
03/26/2021	Approved$301,012 Forgiven$302,950 LenderZions Bank, A Division of Jobs27	03/26/2021	$301,012	$302,950	Zions Bank, A Division of	27
04/10/2020	Approved$310,600 Forgiven$312,351 LenderSunwest Bank Jobs26	04/10/2020	$310,600	$312,351	Sunwest Bank	26

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Nelson Financial Group Inc Registered in New Jersey		View Report
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Nelson Financial Group Inc. Registered in Washington	Seattle, WA	View Report
Nelson Financial Group Mn LLC Registered in Minnesota	Brooklyn Park, MN Midvale, UT	View Report
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Address Match:6955 Union Park Ctr Ste 550 Midvale, UT

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Address Match:6955 Union Park Ctr Midvale, UT

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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

Nelson Financial Group

Company Summary

Financial Information for Nelson Financial Group

NELSON FINANCIAL GROUP

NELSON FINANCIAL GROUP LLC