Switchpoint Financial Planning LLC

Utah
Registered In
12/08/2015
Incorp. Date

Company Summary

Switchpoint Financial Planning LLC at 2901 W Bluegrass Blvd STE 200-26, Lehi, Ut 84043 lists James Rhead Sweeney of Lehi, UT.

Registered In
Utah
Incorporation Date
Registration Type
Domestic
Company Type
Llc - Domestic
Status
Active - Current
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James Rhead Sweeney Registered Agent
896 W 1875 S, LEHI, UT 84043
2901 W BLUEGRASS BLVD STE 200-26, LEHI, UT 84043 View Map

Financial Information for Switchpoint Financial Planning LLC

Form 5500

SWITCHPOINT FINANCIAL PLANNING, LLC

2901 W Bluegrass Boulevard Suite 200-26, Lehi, Ut 84043 (801) 753-8538 EIN:81-0759161 Plan Admin:James Sweeney
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSWITCHPOINT FINANCIAL PLANNING RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$9,000 / $13,862 2022 SWITCHPOINT FINANCIAL PLANNING RETIREMENT PLAN - Plan #001 2 / 3 $9,000 / $13,862
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

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