Bourne Financial Group, LLC

Colorado
Registered In
05/30/2017
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Bourne Financial Group, LLC in Winter Park, FL was registered on 05/30/2017. It is listed at 228 N Park Ave STE A, Winter Park, FL 32789.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Foreign Limited Liability Company
Status
Good Standing
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Corporation Service Company Registered Agent
1900 W LITTLETON BLVD STE A, LITTLETON, CO 80120 (View Past Addresses)
228 N PARK AVE STE A, WINTER PARK, FL 32789 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.
Related Business Names:
Bourne Financial Group, LLC Registered in Ohio
Upper Arlington, OH Winter Park, FL (1 more) View Report
Bourne Financial Group, LLC Registered in Florida
Winter Park, FL View Report
Bourne Financial Group, LLC Registered in California
Sacramento, CA Winter Park, FL (1 more) View Report
Conyers, GA View Report
Bourne Financial Group, LLC Registered in Texas
Winter Park, FL View Report

The following government agencies have contributed data:

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