Key Financial Group

Farmington, UT

Utah

Registered In

09/02/1983

Incorp. Date

Company Summary

Key Financial Group at 621 S 200 W Bx 68, Farmington, Ut 84025 lists Jerry L. Wood of Farmington, UT.

Jerry L. Wood Registered Agent

621 S 200 W BX 68, FARMINGTON, UT 84025

621 S 200 W BX 68, FARMINGTON, UT 84025 View Map

Form 5500

P.O. Box 68, Farmington, Ut 84025 (801) 451-2172 EIN:87-0637068 Plan Admin:Terry Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKEY FINANCIAL GROUP 401(K) PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $37,300	2022	KEY FINANCIAL GROUP 401(K) PLAN - Plan #002	0 / 4	$0 / $37,300
2021	Plan NameKEY FINANCIAL GROUP 401K Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$3,727,306 / $0	2021	KEY FINANCIAL GROUP 401K - Plan #001	6 / 0	$3,727,306 / $0
2020	Plan NameKEY FINANCIAL GROUP 401K Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$700,173 / $3,727,306	2020	KEY FINANCIAL GROUP 401K - Plan #001	6 / 0	$700,173 / $3,727,306
2019	Plan NameKEY FINANCIAL GROUP 401K Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$628,623 / $700,172	2019	KEY FINANCIAL GROUP 401K - Plan #001	6 / 6	$628,623 / $700,172

Benefit & Retirement Plans based on Form 5500.

PPP Loans

23 N Main St, FARMINGTON, UT 84025-3517 Industry:Open-End Investment Funds

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$26,000 Forgiven$26,149 LenderBank of Utah Jobs4	04/15/2020	$26,000	$26,149	Bank of Utah	4

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Key Financial Group, Inc. Registered in Michigan	Wixom, MI	View Report
Key Financial Group Registered in Pennsylvania	Harrisburg, PA	View Report
Key Financial Group Registered in Florida	Englewood, FL	View Report
Key Financial Group, LLC Registered in Utah	Farmington, UT	View Report
Key Financial Group LLC Registered in Minnesota	Perham, MN	View Report
Key Financial Group, Inc. Registered in Wisconsin	Appleton, WI	View Report
Key Financial Group, Inc. Registered in Ohio	Ohio	View Report
Key Financial Group Registered in Missouri	Farmington, UT	View Report
Key Financial Group, Inc. Registered in Colorado	Highlands Ranch, CO Littleton, CO	View Report
Key Financial Group LLC Registered in Texas	Austin, TX	View Report
Key Financial Group Inc. Registered in Virginia	Virginia	View Report
Key Financial Group, Inc. Registered in Massachusetts	Dedham, MA	View Report
Key Financial Group, Inc. Registered in Virginia	Highlandsranch, CO Mechanicsville, VA	View Report
Key Financial Group, Inc. Registered in Florida	Marco Island, FL	View Report
Key Financial Group, Inc. Registered in Montana	Helena, MT Highlands Ranch, CO	View Report
Key Financial Group, Inc. Registered in Nevada	Las Vegas, NV	View Report
Turn-Key Financial Group Registered in Nevada	Las Vegas, NV	View Report
Key Financial Group, Inc. Registered in New Mexico	New Mexico	View Report
Key Financial Group, Inc. Registered in Texas	Littleton, CO	View Report

The following government agencies have contributed data:

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

Manage Profile Opt-Out