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.
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Csc - Lawyers Incorporating Service
Registered 1505 Agent
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2170 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833
(View Past Addresses)
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James Kelly
CEO
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717 N HARDWOOD ST STE 220, DALLAS, TX 75201
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Michael Barna
Chief Financial Officer
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717 N HARWOOD ST STE 2200, DALLAS, TX 75201
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Michael Barna
Secretary
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717 N HARWOOD ST STE 2200, DALLAS, TX 75201
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717 N HARWOOD ST STE 2200, DALLAS, TX 75201
View Map
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| 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 |
| 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 |
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