Helium Financial Group LLC

Helium Financial Group Registered Agent	1910 120TH PL SE STE 201STE STE 201, EVERETT, WA 98208
Caysam Llc
Katahdin Ventures Llc

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1910 120TH PL SE STE 201, EVERETT, WA 98208 View Map

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Form 5500

11820 Northup Way, Bellevue, Wa 98005 (425) 214-1533 EIN:81-0720370 Plan Admin:Allison Brecher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHELIUM FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 30 Assets BOY/EOY$110,952 / $393,782	2022	HELIUM FINANCIAL GROUP LLC 401(K) PLAN - Plan #001	15 / 30	$110,952 / $393,782
2021	Plan NameHELIUM FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 15 Assets BOY/EOY$58,583 / $110,952	2021	HELIUM FINANCIAL GROUP LLC 401(K) PLAN - Plan #001	8 / 15	$58,583 / $110,952
2020	Plan NameHELIUM FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$6,947 / $58,583	2020	HELIUM FINANCIAL GROUP LLC 401(K) PLAN - Plan #001	8 / 9	$6,947 / $58,583
2019	Plan NameHELIUM FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $6,947	2019	HELIUM FINANCIAL GROUP LLC 401(K) PLAN - Plan #001	7 / 8	$0 / $6,947

Benefit & Retirement Plans based on Form 5500.

PPP Loans

10512 19th Ave SE 10512 19th Ave Se, Everett, WA 98208-4250

Loan Date	Approved	Forgiven	Lender	Jobs
05/23/2021	Approved$45,695 Forgiven$45,855 LenderTexas National Bank Jobs7	05/23/2021	$45,695	$45,855	Texas National Bank	7
05/01/2020	Approved$50,075 Forgiven$50,639 LenderBank of America, National Association Jobs3	05/01/2020	$50,075	$50,639	Bank of America, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:1910 120th Pl Se Ste 201 Everett, WA

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Address Match:1910 120th Pl Se Everett, WA

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The following government agencies have contributed data:

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

Company Summary