Switchpoint Financial Planning LLC

Lehi, UT

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.

James Rhead Sweeney Registered Agent

896 W 1875 S, LEHI, UT 84043

2901 W BLUEGRASS BLVD STE 200-26, LEHI, UT 84043 View Map

Form 5500

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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Switchpoint Financial Planning LLC Registered in North Carolina	Fayetteville, NC		View Report

Address Match:2901 W Bluegrass Blvd Lehi, UT

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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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