Professional Financial Specialists, Inc.

Utah
Registered In
06/25/2007
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction

Company Summary

Professional Financial Specialists, Inc. in Boulder, CO was registered on 06/25/2007. It is listed at 385 Broadway, Boulder, Co 80305.

Overview

Registered In
Utah
Incorporation Date
Company Type
Corporation - Foreign - Profit
Status
Active - Current
Registration Type
Foreign
Foreign Jurisdiction
Colorado
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People

Corporation Service Company Registered Agent
15 W SOUTH TEMPLE STE 600, SALT LAKE CITY, UT 84101

Map & Locations

385 BROADWAY, BOULDER, CO 80305 View Map

Financials

Financial Information for Professional Financial Specialists, Inc.

Form 5500

PROFESSIONAL FINANCIAL SPECIALISTS, INC.

385 Broadway, Boulder, Co 80305 (303) 444-1234 EIN:84-1273990 Plan Admin:Regan Turner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY26 / 29 Assets BOY/EOY$2,320,525 / $2,488,883 2022 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 26 / 29 $2,320,525 / $2,488,883
2021 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY23 / 26 Assets BOY/EOY$1,381,227 / $2,320,525 2021 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 23 / 26 $1,381,227 / $2,320,525
2020 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,087,936 / $1,381,227 2020 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 22 / 22 $1,087,936 / $1,381,227
2019 Plan NamePROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 20 Assets BOY/EOY$872,386 / $1,087,936 2019 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN - Plan #001 14 / 20 $872,386 / $1,087,936
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PROFESSIONAL FINANCIAL SPECIALISTS, INC

385 Broadway St, Boulder, Co 80305-3303 Industry:Graphic Design Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$222,525 Forgiven$223,801 LenderBMO Bank National Association Jobs19 04/10/2020 $222,525 $223,801 BMO Bank National Association 19
PPP Loans based on Paycheck Protection Program.

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Professional Financial Specialists, Inc. Registered in New Mexico
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Professional Financial Specialists, Inc. Registered in North Carolina
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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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