Waller Financial Planning Group, Inc.
Florida
Registered In
03/16/2007
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction
Company Summary
Waller Financial Planning Group, Inc. at 941 Chatham Ln STE 212, Columbus, Oh 43221 lists Waller Larry and Kerwood Charles A of Columbus, OH as associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Ohio
- Company Type
- Foreign Profit
- Status
- Inactive
- EIN
- 31-1143130
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Waller Linda
Registered Agent
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5997 TROPHY DR, NAPLES, FL 34110
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Waller Larry
CT
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941 CHATHAM LN STE 212, COLUMBUS, OH 43221
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Kerwood Charles A
Director/President
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941 CHATHAM LN STE 212, COLUMBUS, OH 43221
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Eliason Jason A
Director/Vice President/Secreatary
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941 CHATHAM LN STE 212, COLUMBUS, OH 43221
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941 CHATHAM LN STE 212, COLUMBUS, OH 43221
View Map
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Financial Information for Waller Financial Planning Group, Inc.
Form 5500
WALLER FINANCIAL PLANNING GROUP, INC.
941 Chatham Lane Suite 212, Columbus, Oh 43221 (614) 457-7026 EIN:31-1143130 Plan Admin:Anthony Warren| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$4,907,096 / $4,294,575 | 2022 | WALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $4,907,096 / $4,294,575 |
| 2021 | Plan NameWALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,955,993 / $4,907,096 | 2021 | WALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $3,955,993 / $4,907,096 |
| 2020 | Plan NameWALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,375,966 / $3,955,993 | 2020 | WALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $3,375,966 / $3,955,993 |
| 2019 | Plan NameWALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,569,756 / $3,375,966 | 2019 | WALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $2,569,756 / $3,375,966 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WALLER FINANCIAL PLANNING GROUP, INC
941 Chatham Lane, Columbus, Oh 43221 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$241,102 Forgiven$243,935 LenderFifth Third Bank Jobs11 | 05/01/2020 | $241,102 | $243,935 | Fifth Third Bank | 11 |
PPP Loans based on Paycheck Protection Program.
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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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