Moffitt Wealth Management Group
Utah
Registered In
11/02/2004
Incorp. Date
Company Summary
Moffitt Wealth Management Group at 46 W Broadway STE 200, Salt Lake City, Ut 84101 lists Mark H Moffitt of Salt Lake City, UT.
Overview
Registered In
Utah
Incorporation Date
Company Type
Dba
Status
Expired - Voluntarily Dissolved
Registration Type
Domestic
Search Other Resources
People
|
Mark H Moffitt
Registered Agent
|
6658 CARACOL CV, SALT LAKE CITY, UT 84121
|
Map & Locations
|
46 W BROADWAY STE 200, SALT LAKE CITY, UT 84101
View Map
|
Financials
Financial Information for Moffitt Wealth Management Group
Form 5500
MOFFITT WEALTH MANAGEMENT GROUP, LLC
6465 South 3000 East Suite 200, Salt Lake City, Ut 84121 (801) 438-2700 EIN:20-3662773 Plan Admin:Mark Moffitt| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameMOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,559,439 / $1,718,628 | 2021 | MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #001 | 3 / 3 | $1,559,439 / $1,718,628 |
| 2021 | Plan NameMOFFITT WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,312,819 / $1,500,401 | 2021 | MOFFITT WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #002 | 3 / 3 | $1,312,819 / $1,500,401 |
| 2020 | Plan NameMOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,373,435 / $1,559,439 | 2020 | MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #001 | 3 / 3 | $1,373,435 / $1,559,439 |
| 2020 | Plan NameMOFFITT WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,097,684 / $1,312,819 | 2020 | MOFFITT WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #002 | 3 / 3 | $1,097,684 / $1,312,819 |
| 2019 | Plan NameMOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,182,420 / $1,373,435 | 2019 | MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #001 | 3 / 3 | $1,182,420 / $1,373,435 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MOFFITT WEALTH MANAGEMENT GROUP LLC
2435 East Royal Birch Cove, Salt Lake City, UT 84093 Industry:Office Administrative Services Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$51,200 Forgiven$51,979 LenderZions Bank, A Division of Jobs3 | 05/01/2020 | $51,200 | $51,979 | Zions Bank, A Division of | 3 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Mark H Moffitt - Salt Lake City, UT
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Sources
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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