Research Financial Strategies Inc
A Layton, UT
Utah
Registered In
04/14/2015
Incorp. Date
Company Summary
Research Financial Strategies Inc at 1826 E 3100 N, A Layton, Ut 84040 lists David Goar of A Layton, UT and a DBA of Goar Financial Services.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corporation - Domestic - Profit
- Status
- Active - Current
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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David Goar
Registered Agent
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1826 E 3100 N, A LAYTON, UT 84040
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1826 E 3100 N, A LAYTON, UT 84040
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Goar Financial Services
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A Layton, UT |
Financial Information for Research Financial Strategies Inc
Form 5500
RESEARCH FINANCIAL STRATEGIES, INC.
1826 East 3100 North Suite A, Layton, Ut 84040 (385) 715-0120 EIN:47-3655051 Plan Admin:David Goar| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$698,878 / $652,562 | 2022 | RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 4 / 3 | $698,878 / $652,562 |
| 2021 | Plan NameRESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$528,017 / $698,878 | 2021 | RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $528,017 / $698,878 |
| 2020 | Plan NameRESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$262,132 / $528,017 | 2020 | RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 5 / 4 | $262,132 / $528,017 |
| 2019 | Plan NameRESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$127,903 / $262,132 | 2019 | RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 4 / 5 | $127,903 / $262,132 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RESEARCH FINANCIAL STRATEGIES INC
1826 E 3100 N Ste A, Layton, UT 84040-2401| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/01/2021 | Approved$32,772 Forgiven$32,890 LenderZions Bank, A Division of Jobs4 | 02/01/2021 | $32,772 | $32,890 | Zions Bank, A Division of | 4 |
| 04/15/2020 | Approved$43,200 Forgiven$43,510 LenderZions Bank, A Division of Jobs5 | 04/15/2020 | $43,200 | $43,510 | Zions Bank, A Division of | 5 |
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
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