Mcdonald Financial Services, LLC

Alabama

Registered In

04/29/1998

Incorp. Date

Company Summary

Mcdonald Financial Services, LLC in Alabama lists Barranco, Michael J and Mcdonald, Carl B Jr of Montgomery, AL as associates.

Registered In

Alabama

Incorporation Date

04/29/1998

Company Type

Domestic Limited Liability Company

Status

Exists

Registration Type

Domestic

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Mcdonald, Carl B Jr Registered Agent	8314 CROSSLAND LOOP DR, MONTGOMERY, AL 36117
Barranco, Michael J Member	8314 CROSSLAND LOOP, MONTGOMERY, AL 36117
Mcdonald, Carl B Jr Member	8314 CROSSLAND LOOP, MONTGOMERY, AL 36117
Mcdonald, Carl Brandt Jr Organizer	8314 CROSSLAND LOOP DR, MONTGOMERY, AL 36117

Form 5500

350 Leavell Circle, Montgomery, Al 36117 (334) 387-0094 EIN:63-1204395 Plan Admin:Mike Barranco

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,047,815 / $779,370	2022	MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	12 / 12	$1,047,815 / $779,370
2021	Plan NameMCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$765,888 / $1,047,815	2021	MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	12 / 12	$765,888 / $1,047,815
2020	Plan NameMCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 12 Assets BOY/EOY$627,174 / $765,888	2020	MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	15 / 12	$627,174 / $765,888
2019	Plan NameMCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$781,391 / $627,174	2019	MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	16 / 14	$781,391 / $627,174

Benefit & Retirement Plans based on Form 5500.

PPP Loans

350 Leavell Cir, Montgomery, Al 36117-9003

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$258,300 Forgiven$262,670 LenderServisFirst Bank Jobs13	04/13/2020	$258,300	$262,670	ServisFirst Bank	13

PPP Loans based on Paycheck Protection Program.

Related Business Names:

James A. Mcdonald, III Financial Services, LLC Registered in Michigan	Southfield, MI	View Report
Mcdonald Financial Services, LLC Registered in Michigan	Saginaw, MI	View Report
Mcdonald Insurance and Financial Services, LLC Registered in Ohio	Pickerington, OH	View Report
Mcdonald Financial Services LLC Registered in Pennsylvania	West Chester, PA	View Report
Mcdonald Financial Services, LLC Registered in Georgia	Atlanta, GA	View Report
Jerry Mcdonald Financial Services, LLC Registered in Alabama		View Report
Mcdonald Financial Services, LLC Registered in Florida	Jacksonville, FL	View Report
C. A. Mcdonald Financial Services, LLC Registered in Colorado	Longmont, CO Loveland, CO	View Report

Person/City Match:Mcdonald Carl B Jr - Montgomery, AL

Mcdonald & Barranco Properties, LLC Registered in Alabama	Montgomery, AL		View Report
Mfs Brokerage Services, Inc. Registered in Alabama	Montgomery, AL		View Report

Person/City Match:Barranco Michael J - Montgomery, AL

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