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.
Overview
Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
59-1302314
Email
*************@raymondjames.com
Search Other Resources
People
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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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Map & Locations
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902 CLINT MOORE RD, BOCA RATON, FL 33487
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
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.
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Sources
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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