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HELIUM FINANCIAL GROUP LLC

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Company Details

Legal Name: HELIUM FINANCIAL GROUP LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: November 23rd 2015
Expiration date: 30 Nov 2025
UBI Number: 603 562 989
ZIP code: 98208
City: Everett
County: SNOHOMISH
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 1910 120TH PL SE, SUITE 102, EVERETT, WA, 98208-6291, UNITED STATES

Contact Details

E-Mail: INFO@HELIUMADVISORS.COM
Phone Number: +1 425-338-0414

Nature of Business

Any Lawful Purpose

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Registered Agent Information

Name Role
HELIUM FINANCIAL GROUP LLC Registered Agent

Key Officers & Management

Name Role
KATAHDIN VENTURES LLC Governing Person
CAYSAM LLC Governing Person
NICHCOLE JOHNSON Governing Person
STEPHANIE RIDLEY Governing Person

Form 5500 Series

Employer Identification Number (EIN):
810747361
Plan Year:
2024
Number Of Participants:
37
Plan Name:
401(K)
Sponsor's telephone number:
4252141533
File:
View File
Plan Administrator / Signatory:
NICHCOLE JOHNSON(Plan administrator)
Plan Year:
2023
Number Of Participants:
36
Plan Name:
401(K)
Sponsor's telephone number:
4252141533
File:
View File
Plan Administrator / Signatory:
NICHCOLE JOHNSON(Plan administrator)
Plan Year:
2022
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
4252141533
File:
View File
Plan Administrator / Signatory:
ALLISON BRECHER(Plan administrator)
Plan Year:
2021
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
4252141533
File:
View File
Plan Administrator / Signatory:
ALLISON BRECHER(Plan administrator)
Plan Year:
2020
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
4252141533
File:
View File
Plan Administrator / Signatory:
ALLISON BRECHER(Plan administrator)

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$50,075
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$50,075
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$50,638.86
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $50,075
Jobs Reported:
7
Initial Approval Amount:
$45,695
Date Approved:
2021-05-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$45,695
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$45,854.93
Servicing Lender:
Texas National Bank
Use of Proceeds:
Payroll: $45,695

Trademarks

Serial Number:
98505018
Mark:
HELIUM ADVISORS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2024-04-17
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
HELIUM ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial services, namely, wealth management services
First Use:
2015-11-27
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98504716
Mark:
HELIUM FINANCIAL GROUP
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2024-04-17
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
HELIUM FINANCIAL GROUP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services
First Use:
2015-11-23
International Classes:
036 - Primary Class
Class Status:
Active
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