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.
Overview
Registered In
Vermont
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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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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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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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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Financials
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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Sources
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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