Smart Portfolios, LLC

Washington
Registered In
04/26/2002
Incorp. Date

Company Summary

Smart Portfolios, LLC at 17865 Ballinger Way Ne, Lake Forest Park, Wa 98155 lists Keith Campbell and Bryce James of Lake Forest Park, WA as the associates.

Overview

Registered In
Washington
Incorporation Date
Company Type
Wa Limited Liability Company
Status
Active
Registration Type
Domestic
Email
******@smartportfolios.com
Phone
(206) 910-****
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People

Bryce James Registered Agent
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155
Keith Campbell
Bryce James Governor
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155

Map & Locations

17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155 View Map

Financials

Financial Information for Smart Portfolios, LLC

Form 5500

SMART PORTFOLIOS, LLC

17865 Ballinger Way Northeast, Lake Forest Park, Wa 98155 (206) 686-4840 EIN:75-3072032 Plan Admin:Bryce A. James
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$230,648 / $155,064 2022 SMART PORTFOLIOS 401(K) PLAN - Plan #001 7 / 7 $230,648 / $155,064
2021 Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$175,881 / $230,648 2021 SMART PORTFOLIOS 401(K) PLAN - Plan #001 8 / 7 $175,881 / $230,648
2020 Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$107,471 / $175,881 2020 SMART PORTFOLIOS 401(K) PLAN - Plan #001 7 / 8 $107,471 / $175,881
2019 Plan NameSMART PORTFOLIOS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$0 / $107,471 2019 SMART PORTFOLIOS 401(K) PLAN - Plan #001 5 / 7 $0 / $107,471
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SMART PORTFOLIOS, LLC

17865 Ballinger Way Northeast, Lake Forest Park, WA 98155
Loan Date Approved Forgiven Lender Jobs
05/05/2020 Approved$109,400 Forgiven$110,707 LenderBanner Bank Jobs7 05/05/2020 $109,400 $110,707 Banner Bank 7
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Smart Portfolios, LLC Registered in California
Lake Forest Park, WA (2 more) View Report
Address Match:17865 Ballinger Way Ne Lake Forest Park, WA
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Person/City Match:Bryce James - Lake Forest Park, WA
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Sources

The following government agencies have contributed data:

• Washington Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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