Cole Financial Advisors, Inc.

Provo, UT

Utah

Registered In

01/30/1984

Incorp. Date

Company Summary

Cole Financial Advisors, Inc. at 3355 N Univ Ave STE 150, Provo, Ut 84604 lists Edward J. Cole of Provo, UT.

Edward J. Cole Registered Agent

3355 N UNIV AVE STE 150, PROVO, UT 84604

3355 N UNIV AVE STE 150, PROVO, UT 84604 View Map

Form 5500

3355 N. University Avenue, Suite 150, Provo, Ut 84604 (801) 374-6393 EIN:87-0406675 Plan Admin:Cetera Retirement Plan Specialists

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOLE FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$264,483 / $245,359	2022	COLE FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$264,483 / $245,359
2021	Plan NameCOLE FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$131,798 / $264,483	2021	COLE FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$131,798 / $264,483
2020	Plan NameCOLE FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$62,484 / $131,798	2020	COLE FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001	2 / 2	$62,484 / $131,798
2019	Plan NameCOLE FINANCIAL ADVISORS, INC. 401 (K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $62,484	2019	COLE FINANCIAL ADVISORS, INC. 401 (K) PLAN - Plan #001	2 / 2	$0 / $62,484

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3355 N University Ave. Ste. 150, Provo, Ut 84664

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$49,829 Forgiven$50,565 LenderWells Fargo Bank, National Association Jobs3	04/30/2020	$49,829	$50,565	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:3355 N Univ Ave Provo, UT

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Person/City Match:Edward J Cole - Provo, 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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