Robert Wallick Associates, Inc. at 531 Susan B Britt Ct, Winter Garden, FL 34787 lists Wallick Robert M and Herzig Kerry A of Ocoee, FL as associates.
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Wallick Robert H
Registered Agent
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312 E GENEVA ST, OCOEE, FL 34761
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Wallick Robert M
President
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308 E GENEVA ST, OCOEE, FL 34761
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Herzig Kerry A
Vice President
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316 E GENEVA ST, OCOEE, FL 34761
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Wallick Robert K
Vice President
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1257 CLIMBING ROSE DR, ORLANDO, FL 32818
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Wallick Robert H
Director
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312 E GENEVA ST, OCOEE, FL 34761
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Chambers Kelly A
Secretary
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314 E GENEVA ST, OCOEE, FL 34761
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Wallick Jeanette F
Treasurer
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312 E GENEVA ST, OCOEE, FL 34761
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531 SUSAN B BRITT CT, WINTER GARDEN, FL 34787
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,187,934 / $996,136 | 2022 | ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN - Plan #002 | 16 / 18 | $1,187,934 / $996,136 |
| 2021 | Plan NameROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY16 / 16 Assets BOY/EOY$899,078 / $1,187,934 | 2021 | ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN - Plan #002 | 16 / 16 | $899,078 / $1,187,934 |
| 2020 | Plan NameROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY15 / 16 Assets BOY/EOY$918,109 / $899,078 | 2020 | ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN - Plan #002 | 15 / 16 | $918,109 / $899,078 |
| 2019 | Plan NameROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$719,309 / $918,109 | 2019 | ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN - Plan #002 | 14 / 14 | $719,309 / $918,109 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$128,400 Forgiven$129,350 LenderSeacoast National Bank Jobs17 | 04/15/2020 | $128,400 | $129,350 | Seacoast National Bank | 17 |
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