Moffitt Wealth Management Group, LLC

Holladay, UT

Utah

Registered In

08/01/2005

Incorp. Date

Company Summary

Moffitt Wealth Management Group, LLC at 6465 S 3000 E STE 200, Holladay, Ut 84121 lists Mark H Moffitt of Holladay, UT.

Registered In

Utah

Incorporation Date

08/01/2005

Company Type

Llc - Domestic

Status

Active - Current

Registration Type

Domestic

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Mark H Moffitt Registered Agent

6465 S 3000 E STE 200, HOLLADAY, UT 84121

6465 S 3000 E STE 200, HOLLADAY, UT 84121 View Map

Form 5500

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
2019	Plan NameMOFFITT WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$910,408 / $1,097,684	2019	MOFFITT WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #002	3 / 3	$910,408 / $1,097,684

Benefit & Retirement Plans based on Form 5500.

PPP Loans

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.

Address Match:6465 S 3000 E Holladay, UT

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