Bourne Financial Group, LLC

California
Registered In
09/04/2018
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Bourne Financial Group, LLC at 2710 Gateway Oaks Drive Suite 150 N, Sacramento, Ca 95833 lists Robert Bourne and Robert Kyle Bourne of Winter Park, FL.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Csc - Lawyers Incorporating Service Registered 1505 Agent
251 LITTLE FALLS DR, WILMINGTON, DE 19808
Robert Bourne CEO
228 N PARK AVE STE A, WINTER PARK, FL 32789 (View Past Addresses)
Robert Kyle Bourne Manager
1091 N PENNSYLVANIA AVE, WINTER PARK, FL 32789
Dell Avery Manager
2281 LEE RD STE 204, WINTER PARK, FL 32789
Robert Bourne Manager
1411 VIA TUSCANY, WINTER PARK, FL 32789 (View Past Addresses)
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2710 GATEWAY OAKS DRIVE SUITE 150 N, SACRAMENTO, CA 95833 View Map
228 N PARK AVE STE A, WINTER PARK, FL 32789 (Mailing) View Map
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Financial Information for Bourne Financial Group, LLC

Form 5500

BOURNE FINANCIAL GROUP, LLC

228 Park Ave North STE A, Winter Park, FL 32879 (407) 644-6444 EIN:47-1328364 Plan Admin:Samuel Spears
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBOURNE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY45 / 33 Assets BOY/EOY$660,605 / $1,059,528 2023 BOURNE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 45 / 33 $660,605 / $1,059,528
2022 Plan NameBOURNE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY109 / 141 Assets BOY/EOY$186,320 / $660,605 2022 BOURNE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 109 / 141 $186,320 / $660,605
2021 Plan NameBOURNE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 91 Assets BOY/EOY$0 / $186,320 2021 BOURNE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 20 / 91 $0 / $186,320
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOURNE FINANCIAL GROUP, LLC

228 N. Park Ave, Winter Park, FL 32789-3686 Industry:Other Activities Related to Real Estate
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$442,100 Forgiven$446,351 LenderOne Florida Bank Jobs21 04/11/2020 $442,100 $446,351 One Florida Bank 21
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

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