Boli Portfolio Strategies, Inc.

Alabama
Registered In
04/22/2009
Incorp. Date
Foreign
Registration Type
Georgia
Foreign Jurisdiction

Company Summary

Boli Portfolio Strategies, Inc. at 2693 Alta Glen Dr, Birmingham, Al 35243 lists Miller, Brian and Cunningham, William Weldon III as the associates.

Overview

Registered In
Alabama
Incorporation Date
Company Type
Foreign Corporation
Status
Exists
Registration Type
Foreign
Foreign Jurisdiction
Georgia
Find Social Profiles
Search Other Resources

People

Donna Scroggins Registered Agent
5104 SKYLARK DR, BIRMINGHAM, AL 35242
Miller, Brian Incorporator
Cunningham, William Weldon III Incorporator
Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

2693 ALTA GLEN DR, BIRMINGHAM, AL 35243 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Boli Portfolio Strategies, Inc.

Form 5500

BOLI PORTFOLIO STRATEGIES, INC.

261 Lakestone Parkway, Woodstock, Ga 30188 (205) 243-8872 EIN:26-4723216 Plan Admin:Donna Scroggins
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$340,584 / $517,781 2023 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 3 / 3 $340,584 / $517,781
2022 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$308,818 / $340,584 2022 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 3 / 3 $308,818 / $340,584
2021 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$179,781 / $308,818 2021 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 3 $179,781 / $308,818
2020 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$540,010 / $179,781 2020 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 6 $540,010 / $179,781
2019 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$413,121 / $540,010 2019 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 6 $413,121 / $540,010
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOLI PORTFOLIO STRATEGIES INC.

2693 Alta Glen Dr, Vestavia, AL 35243-4534 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
Loan Date Approved Forgiven Lender Jobs
01/21/2021 Approved$53,089 Forgiven$53,374 LenderBank of Anguilla Jobs4 01/21/2021 $53,089 $53,374 Bank of Anguilla 4
04/15/2020 Approved$53,000 Forgiven$53,378 LenderBank of Anguilla Jobs3 04/15/2020 $53,000 $53,378 Bank of Anguilla 3
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:2693 Alta Glen Dr Birmingham, AL
Boli Portfolio Strategies, Inc. Registered in Georgia
Birmingham, AL View Report
Boli Portfolio Strategies, Inc. Registered in Virginia
Birmingham, AL Mechanicsville, VA View Report
Related Business Names:
Boli Portfolio Strategies, Inc. Registered in Mississippi
Woodstock, GA View Report
Street Match:Alta Glen Dr Birmingham, AL
Birmingham, AL View Report
City Match:Birmingham, AL
Birmingham, AL East Providence, RI View Report
Paoli Apothecary, LLC Registered in Rhode Island
Birmingham, AL East Providence, RI View Report
Portland, OR Birmingham, AL View Report
Vulcan Beaches, LLC Registered in Florida
Birmingham, AL View Report
Bell Construction Company, LLC Registered in Alabama
Birmingham, AL View Report
Davenport Construction, LLC Registered in Alabama
Birmingham, AL View Report
J. Floyd Dyar, D.M.D., P.A. Registered in Alabama
Birmingham, AL View Report
Oswco, LLC. Registered in Alabama
Birmingham, AL View Report
Amkor Maintenance Group LLC Registered in Alabama
Birmingham, AL View Report
Hood & Lay, LLC Registered in Alabama
Birmingham, AL View Report
Royalty Jazz Elite Registered in Alabama
Birmingham, AL View Report
Sumih LLC Registered in Alabama
Bessemer, AL Birmingham, AL View Report
Wilson Business Services, LLC Registered in Alabama
Birmingham, AL View Report
Airedale, Inc. Registered in Florida
Birmingham, AL Plantation, FL View Report
Birmingham, AL Kissimmee, FL View Report
Maryland Rock Industries, Inc. Registered in Virginia
Birmingham, AL View Report
Birmingham, AL Orlando, FL View Report
Oxmoor Apartments, L.L.C. Registered in North Carolina
Birmingham, AL Raleigh, NC View Report
Diagnostic Health Corporation Registered in Colorado
Birmingham, AL Centennial, CO View Report
Birmingham, AL View Report

Sources

The following government agencies have contributed data:

• Alabama Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States