Capita Financial Network, LLC.

Ddjp Corporate Services Salt Lake Registered Agent

111 S MAIN ST STE 2400, SALT LAKE CITY, UT 84111

9980 S 300 W STE 140, Sandy City, UT 84070 View Map

Form 5500

9980 South 300 West, Suite 140, Sandy, Ut 84070 (801) 566-5058 EIN:46-0945617 Plan Admin:Sara Hadlow

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY21 / 33 Assets BOY/EOY$2,266,004 / $2,148,136	2022	CAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN - Plan #001	21 / 33	$2,266,004 / $2,148,136
2021	Plan NameCAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY16 / 22 Assets BOY/EOY$1,701,111 / $2,266,004	2021	CAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN - Plan #001	16 / 22	$1,701,111 / $2,266,004
2020	Plan NameCAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$845,582 / $1,701,111	2020	CAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN - Plan #001	14 / 16	$845,582 / $1,701,111
2019	Plan NameCAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$84,514 / $845,582	2019	CAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN - Plan #001	10 / 14	$84,514 / $845,582

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9980 S 300 W #140, Sandy, Ut 84070-3641 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$218,642 Forgiven$221,175 LenderCapital Community Bank Jobs14	04/27/2020	$218,642	$221,175	Capital Community Bank	14

PPP Loans based on Paycheck Protection Program.

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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