Williams Financial Services, Inc.
Florida
Registered In
08/25/1970
Incorp. Date
Company Summary
Williams Financial Services, Inc. at 902 Clint Moore Rd, Boca Raton, FL 33487 lists Williams, Joseph P. Jr. and Van Welie Leah of Boca Raton, FL.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit
- Status
- Active
- EIN
- 59-1302314
- *************@raymondjames.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Williams Jos. P
Registered Agent
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902 CLINT MOORE RD, BOCA RATON, FL 33487
(View Past Addresses)
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Williams, Joseph P. Jr.
President
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902 CLINT MOORE RD, BOCA RATON, FL 33487
(View Past Addresses)
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Van Welie Leah
Secretary
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902 CLINT MOORE RD, BOCA RATON, FL 33487
(View Past Addresses)
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902 CLINT MOORE RD, BOCA RATON, FL 33487
View Map
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Financial Information for Williams Financial Services, Inc.
Form 5500
WILLIAMS FINANCIAL SERVICES, INC.
902 Clint Moore Rd Suite 124, Boca Raton, FL 33487 (954) 227-5511 EIN:59-1302314 Plan Admin:Joseph P. Williams| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,227,666 / $1,462,911 | 2023 | WILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $1,227,666 / $1,462,911 |
| 2022 | Plan NameWILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,418,241 / $1,227,666 | 2022 | WILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $1,418,241 / $1,227,666 |
| 2021 | Plan NameWILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,213,876 / $1,418,241 | 2021 | WILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $1,213,876 / $1,418,241 |
| 2020 | Plan NameWILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,635,774 / $1,213,876 | 2020 | WILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 5 / 4 | $1,635,774 / $1,213,876 |
| 2019 | Plan NameWILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,257,300 / $1,635,774 | 2019 | WILLIAMS FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,257,300 / $1,635,774 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WILLIAMS FINANCIAL SERVICES
1378 railroad avenue, CHIPLEY, FL 32428-1456 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/04/2020 | Approved$33,000 Forgiven$33,329 LenderRegions Bank Jobs2 | 06/04/2020 | $33,000 | $33,329 | Regions Bank | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:902 Clint Moore Rd Boca Raton, FL
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Related Business Names:
Person/City Match:Williams Joseph P Jr - Boca Raton, FL
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|
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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