Holman Investments and Planning, LLC
Utah
Registered In
09/26/2005
Incorp. Date
Company Summary
Holman Investments and Planning, LLC in Sandy City, UT was registered on 09/26/2005. It is listed at 126 W SEGO LILY DR STE 140, Sandy City, UT 84070.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc - Domestic
- Status
- Active - Current
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Holman Investments & Planning, Llc
Registered Agent
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126 W SEGO LILY DR STE 140, Sandy City, UT 84070
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126 W SEGO LILY DR STE 140, Sandy City, UT 84070
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Integrated Wealth Strategies
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Sandy City, UT |
Financial Information for Holman Investments and Planning, LLC
Form 5500
HOLMAN INVESTMENTS AND PLANNING LLC
2795 East Cottonwood Parkway Suite 600, Salt Lake City, Ut 84121 (801) 365-0101 EIN:87-0473637 Plan Admin:Gerald G. Holman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameHOLMAN INVESTMENTS AND PLANNING LLC Plan #003 Participants BOY/EOY3 / 0 Assets BOY/EOY$4,878 / $0 | 2020 | HOLMAN INVESTMENTS AND PLANNING LLC - Plan #003 | 3 / 0 | $4,878 / $0 |
| 2019 | Plan NameHOLMAN INVESTMENTS AND PLANNING LLC 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$444,715 / $4,878 | 2019 | HOLMAN INVESTMENTS AND PLANNING LLC 401(K) PROFIT SHARING PLAN - Plan #003 | 3 / 3 | $444,715 / $4,878 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HOLMAN INVESTMENTS AND PLANNING LLC
2795 E. Cottonwood Parkway Suite 600, Salt Lake City, UT 84121-5695| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/19/2020 | Approved$40,800 Forgiven$41,441 LenderZions Bank, A Division of Jobs3 | 05/19/2020 | $40,800 | $41,441 | Zions Bank, A Division of | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:126 W Sego Lily Dr Ste 140 Sandy City, 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
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