Woodlands Financial Services, Inc. at 10655 Six Pines Dr # 140, The Woodlands, Tx 77380 lists Somir Kumar Paul and Morris Lynn Monroe of The Woodlands, TX.
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David S. Burns
Individual Agent
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1903 TEMPLE AVE UNIT 203, SIGNAL HILL, CA 90755
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Somir Kumar Paul
CEO
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10655 SIX PINES DR # 140, THE WOODLANDS, TX 77380
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Somir Kumar Paul
Chief Financial Officer
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10655 SIX PINES DR # 140, THE WOODLANDS, TX 77380
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Morris Lynn Monroe
Secretary
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PO BOX 7805, THE WOODLANDS, TX 77387
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10655 SIX PINES DR # 140, THE WOODLANDS, TX 77380
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameWOODLANDS FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 0 Assets BOY/EOY$0 / $0 | 2020 | WOODLANDS FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 26 / 0 | $0 / $0 |
| 2020 | Plan NameWOODLANDS FINANCIAL SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY41 / 0 Assets BOY/EOY$2,039,363 / $0 | 2020 | WOODLANDS FINANCIAL SERVICES, INC. CASH BALANCE PLAN - Plan #002 | 41 / 0 | $2,039,363 / $0 |
| 2019 | Plan NameWOODLANDS FINANCIAL SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY41 / 41 Assets BOY/EOY$1,600,475 / $2,039,363 | 2019 | WOODLANDS FINANCIAL SERVICES, INC. CASH BALANCE PLAN - Plan #002 | 41 / 41 | $1,600,475 / $2,039,363 |
| 2019 | Plan NameWOODLANDS FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 24 Assets BOY/EOY$0 / $0 | 2019 | WOODLANDS FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 42 / 24 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$312,467 Forgiven$0 LenderStellar Bank Jobs21 | 04/12/2020 | $312,467 | $0 | Stellar Bank | 21 |
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