Djw Financial Advisors, Inc.

Darcy Wride Registered Agent

316 W 3450 N, PLEASANT VIEW, UT 84414

316 W 3450 N, PLEASANT VIEW, UT 84414 View Map

Form 5500

175 25th ST Suite 200, Ogden, Ut 84401 (801) 476-1200 EIN:20-3152569 Plan Admin:Darcy Wride

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameDJW FINANCIAL ADVISORS, INC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,627,344 / $848,597	2022	DJW FINANCIAL ADVISORS, INC 401(K) PLAN - Plan #001	6 / 6	$1,627,344 / $848,597
2021	Plan NameDJW FINANCIAL ADVISORS, INC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,292,262 / $1,627,344	2021	DJW FINANCIAL ADVISORS, INC 401(K) PLAN - Plan #001	4 / 6	$1,292,262 / $1,627,344
2020	Plan NameDJW FINANCIAL ADVISORS, INC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$667,948 / $1,292,262	2020	DJW FINANCIAL ADVISORS, INC 401(K) PLAN - Plan #001	7 / 4	$667,948 / $1,292,262
2019	Plan NameDJW FINANCIAL ADVISORS, INC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$396,900 / $667,948	2019	DJW FINANCIAL ADVISORS, INC 401(K) PLAN - Plan #001	7 / 7	$396,900 / $667,948

Benefit & Retirement Plans based on Form 5500.

PPP Loans

316 W 3450 N, Ogden, Ut 84414-2187 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$86,446 Forgiven$87,133 LenderWells Fargo Bank, National Association Jobs7	04/10/2020	$86,446	$87,133	Wells Fargo Bank, National Association	7

PPP Loans based on Paycheck Protection Program.

Address Match:316 W 3450 N Pleasant View, UT

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Person/City Match:Darcy Wride - Pleasant View, UT

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Street Match:W 3450 N Pleasant View, UT

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David Waterfall Productions Registered in Utah	Pleasant View, UT	View Report
Douglas Mcgregor Consulting, L.L.C. Registered in Utah	Pleasant View, UT	View Report
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Inzen Inc. Registered in Utah	Pleasant View, UT	View Report
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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

Company Summary