Barrett Financial Group, L.L.C.
Vermont
Registered In
07/13/2021
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Barrett Financial Group, L.L.C. at 145 Pine Haven Shores Rd # 1000a, Shelburne, Vt 05482 lists Trevor Barrett of Gilbert, AZ as the associate.
- Registered In
- Vermont
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Arizona
- Company Type
- Foreign Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Vermont Registered Agent Llc
Registered Agent
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145 PINE HAVEN SHRS STE 1000-A, SHELBURNE, VT 05482
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Trevor Barrett
Manager
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2314 S VAL VISTA DR # 201, GILBERT, AZ 85295
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145 PINE HAVEN SHORES RD # 1000A, SHELBURNE, VT 05482
View Map
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275 E RIVULON BLVD STE 200, GILBERT, AZ 85297
(Mailing)
View Map
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Financial Information for Barrett Financial Group, L.L.C.
Form 5500
BARRETT FINANCIAL GROUP, LLC
2314 S. Val Vista Drive Suite 201, Gilbert, Az 85295 (480) 459-4500 EIN:01-0628113 Plan Admin:Trevor Barrett| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY296 / 0 Assets BOY/EOY$0 / $0 | 2023 | BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #501 | 296 / 0 | $0 / $0 |
| 2022 | Plan NameBARRETT FINANCIAL GROUP, L.L.C. 401K PLAN Plan #001 Participants BOY/EOY265 / 409 Assets BOY/EOY$3,134,123 / $3,801,954 | 2022 | BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN - Plan #001 | 265 / 409 | $3,134,123 / $3,801,954 |
| 2022 | Plan NameBARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY483 / 0 Assets BOY/EOY$0 / $0 | 2022 | BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #501 | 483 / 0 | $0 / $0 |
| 2021 | Plan NameBARRETT FINANCIAL GROUP, L.L.C. 401K PLAN Plan #001 Participants BOY/EOY303 / 265 Assets BOY/EOY$1,536,069 / $3,134,123 | 2021 | BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN - Plan #001 | 303 / 265 | $1,536,069 / $3,134,123 |
| 2021 | Plan NameBARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY476 / 0 Assets BOY/EOY$0 / $0 | 2021 | BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #501 | 476 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BARRETT FINANCIAL GROUP LLC
2314 S Val Vista Drive Suite 201, Gilbert, AZ 85295 Industry:Mortgage and Nonmortgage Loan Brokers| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$2,439,400 Forgiven$2,470,410 LenderLoan Source Incorporated Jobs111 | 04/16/2020 | $2,439,400 | $2,470,410 | Loan Source Incorporated | 111 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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|
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|
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|
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The following government agencies have contributed data:
Vermont Secretary of State U.S. Department of Labor U.S. Small Business Administration
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