Rocky Mountain Advisory, LLC

David Bateman Registered Agent

15 W SOUTH TEMPLE STE 500, SALT LAKE CITY, UT 84101 (View Past Addresses)

15 W SOUTH TEMPLE STE 500, SALT LAKE CITY, UT 84101 View Map

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Form 5500

15 W South Temple Suite 500, Salt Lake City, Ut 84101 (801) 428-1600 EIN:27-1539411 Plan Admin:John Curtis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameROCKY MOUNTAIN ADVISORY RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$0 / $0	2022	ROCKY MOUNTAIN ADVISORY RETIREMENT PLAN - Plan #001	13 / 14	$0 / $0
2021	Plan NameROCKY MOUNTAIN ADVISORY RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$0 / $0	2021	ROCKY MOUNTAIN ADVISORY RETIREMENT PLAN - Plan #001	13 / 13	$0 / $0
2020	Plan NameROCKY MOUNTAIN ADVISORY RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$0 / $0	2020	ROCKY MOUNTAIN ADVISORY RETIREMENT PLAN - Plan #001	14 / 13	$0 / $0
2019	Plan NameROCKY MOUNTAIN ADVISORY RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$0 / $0	2019	ROCKY MOUNTAIN ADVISORY RETIREMENT PLAN - Plan #001	13 / 14	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

215 S State St Ste 550, Salt Lake City, UT 84111-2356 Industry:Other Accounting Services

Loan Date	Approved	Forgiven	Lender	Jobs
03/12/2021	Approved$120,432 Forgiven$120,732 LenderZions Bank, A Division of Jobs11	03/12/2021	$120,432	$120,732	Zions Bank, A Division of	11

PPP Loans based on Paycheck Protection Program.

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Address Match:15 W South Temple Ste 500 Salt Lake City, UT

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Person/City Match:David Bateman - Salt Lake 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

Company Summary