Woolley Robertson Group, Inc.

California
Registered In
11/07/2012
Incorp. Date

Company Summary

Woolley Robertson Group, Inc. at 717 N Harwood ST STE 2200, Dallas, Tx 75201 lists James Kelly and Michael Barna of Dallas, TX as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Csc - Lawyers Incorporating Service Registered 1505 Agent
2170 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833 (View Past Addresses)
James Kelly CEO
717 N HARDWOOD ST STE 220, DALLAS, TX 75201
Michael Barna Chief Financial Officer
717 N HARWOOD ST STE 2200, DALLAS, TX 75201
Michael Barna Secretary
717 N HARWOOD ST STE 2200, DALLAS, TX 75201
Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.

Map & Locations

717 N HARWOOD ST STE 2200, DALLAS, TX 75201 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 Woolley Robertson Group, Inc.

Form 5500

WOOLLEY ROBERTSON GROUP, INC.

123 Main ST STE 201, Huntington Beach, Ca 92648 (303) 885-6916 EIN:26-3512777 Plan Admin:Shirley Horner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameWOOLLEY ROBERTSON GROUP, INC. Plan #001 Participants BOY/EOY42 / 0 Assets BOY/EOY$1,550,659 / $0 2021 WOOLLEY ROBERTSON GROUP, INC. - Plan #001 42 / 0 $1,550,659 / $0
2020 Plan NameWOOLLEY ROBERTSON GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY45 / 42 Assets BOY/EOY$1,116,482 / $1,550,659 2020 WOOLLEY ROBERTSON GROUP, INC. 401(K) PLAN - Plan #001 45 / 42 $1,116,482 / $1,550,659
2019 Plan NameWOOLLEY ROBERTSON GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY41 / 45 Assets BOY/EOY$679,375 / $1,116,482 2019 WOOLLEY ROBERTSON GROUP, INC. 401(K) PLAN - Plan #001 41 / 45 $679,375 / $1,116,482
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WOOLLEY ROBERTSON GROUP INC

123 MAIN ST Suite 201, HUNTINGTON BEACH, CA 92648-5125 Industry:Custom Computer Programming Services
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$697,000 Forgiven$700,872 LenderCommerceWest Bank Jobs42 04/13/2020 $697,000 $700,872 CommerceWest Bank 42
PPP Loans based on Paycheck Protection Program.

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Sources

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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