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FINANCIAL INSIGHTS, INC, SPC

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Company Details

Legal Name: FINANCIAL INSIGHTS, INC, SPC
Jurisdiction: WASHINGTON
Entity Type: WA SOCIAL PURPOSE CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: February 10th 1981
Expiration date: 28 Feb 2026
UBI Number: 600 429 087
ZIP code: 98402
City: Tacoma
County: PIERCE
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 1551 BROADWAY, SUITE 600, TACOMA, WA, 98402-3315, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 1551 BROADWAY, FLOOR 6, TACOMA, WA, 98402, UNITED STATES

Contact Details

E-Mail: ALI@FINANCIALINSIGHTS.COM
Phone Number: +1 253-627-6010

Nature of Business

Other Services, WEALTH MANAGEMENT & FINANCIAL PLANNING SERVICES

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Registered Agent Information

Name Role Address
ALI KEMP Registered Agent 1551 BROADWAY STE 600, TACOMA, WA, 98402-3320, UNITED STATES

Key Officers & Management

Name Role
DOROTHY LEWIS Governing Person
ALI KEMP Governing Person

Form 5500 Series

Employer Identification Number (EIN):
911132992
Plan Year:
2024
Number Of Participants:
19
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JORDAN FORD(Plan administrator)
Plan Year:
2024
Number Of Participants:
19
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JORDAN FORD(Plan administrator)
Plan Year:
2023
Number Of Participants:
17
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JORDAN FORD(Plan administrator) JORDAN FORD(Employer/plan sponsor)
Plan Year:
2022
Number Of Participants:
10
Sponsor's telephone number:
Plan Year:
2021
Number Of Participants:
11
Sponsor's telephone number:

History

Type Old value New value Date of change
Name change FINANCIAL INSIGHTS, INC. FINANCIAL INSIGHTS, INC, SPC 2025-05-06

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$112,300
Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$112,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$113,253.78
Servicing Lender:
Live Oak Banking Company
Use of Proceeds:
Payroll: $112,300
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