Presidio Wealth Management

S. Parker Christiansen Registered Agent

451 E BREWSTER DR, DRAPER, UT 84020

5295 S 300 W STE 550, SALT LAKE CITY, UT 84107 View Map

Form 5500

6967 South River Gate Dr Suite 102, Salt Lake City, Ut 84047 (801) 290-3201 EIN:90-0055260 Plan Admin:Allison Brecher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$350,771 / $352,223	2022	PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 4	$350,771 / $352,223
2021	Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$255,937 / $350,771	2021	PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 4	$255,937 / $350,771
2020	Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$237,501 / $255,937	2020	PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 4	$237,501 / $255,937
2019	Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$184,120 / $237,501	2019	PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001	4 / 3	$184,120 / $237,501

Benefit & Retirement Plans based on Form 5500.

Address Match:5295 S 300 W Ste 550 Salt Lake City, UT

The Presidio Group Inc. of Utah (The Presidio Group Inc.) Registered in Ohio	Columbus, OH Salt Lake City, UT	View Report
Presidio Insurance and Risk Management, LLC Registered in Utah	Salt Lake City, UT	View Report
Presidio Group, Inc. (The) Registered in Idaho	Salt Lake City, UT	View Report
Presidio Group, Inc. (The) Registered in Idaho	Salt Lake City, UT	View Report
Presidio Insurance Agency, L.C. Registered in Montana	Salt Lake City, UT	View Report

Related Business Names:

Presidio Group Wealth Management LLC Registered in Arizona	Tucson, AZ	View Report
Presidio Group Wealth Management LLC Registered in California	Tucson, AZ Walnut Creek, CA	View Report
Presidio Wealth Management Registered in Utah	Salt Lake City, UT	View Report

Address Match:5295 S 300 W Salt Lake City, UT

Presidio Foundation Registered in Utah	Morgan, UT Salt Lake City, UT	View Report
Volkswagen Bank Usa Corporation Registered in Missouri	Jefferson City, MO Salt Lake City, UT	View Report
Volkswagen Bank Usa Registered in Ohio	Cleveland, OH Salt Lake City, UT	View Report
Volkswagon Bank Usa Registered in Colorado	Centennial, CO Salt Lake City, UT	View Report
Audi Bank Usa Registered in Utah	Salt Lake City, UT	View Report
Bentley Bank Usa Registered in Utah	Midvale, UT Salt Lake City, UT	View Report
Presidio Risk Services Registered in Utah	Salt Lake City, UT	View Report
Itc Properties LTD. Registered in Utah	Salt Lake City, UT	View Report
The Presidio Group, Inc. Registered in Texas	Austin, TX Salt Lake City, UT	View Report
Volkswagen Bank Usa Registered in Florida	Salt Lake City, UT	View Report
Volkswagen Bank Usa Corporation Registered in Oregon	Salt Lake City, UT	View Report
Volkswagenbank Usa Registered in Massachusetts	Salt Lake City, UT	View Report
Volkswagen Bank Usa Corporation Registered in Tennessee	Nashville, TN Salt Lake City, UT	View Report
Volkswagen Bank Usa Corporation Registered in Idaho	Salt Lake City, UT	View Report
Blue Mountain Energy, Inc. Registered in Colorado	Salt Lake City, UT	View Report
Savage Coal Service Corporation Registered in California	Los Angeles, CA Salt Lake City, UT	View Report
Volkswagen Bank Usa Corporation Registered in Alabama	Montgomery, AL Salt Lake City, UT	View Report

The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor

Company Summary