United Financial Group, Inc.

Florida
Registered In
03/20/1981
Incorp. Date

Company Summary

United Financial Group, Inc. in Winter Park, FL lists Kaplan Harold J of Winter Park, FL and Gottschalk Crystal of Casselberry, FL

Overview

Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
59-2088743
Website
Email
*******@ufg-lease.com
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People

Kaplan Harold J Registered Agent
1133 LOUISIANA AVE, WINTER PARK, FL 32789
Kaplan Harold J CEO
1133 LOUISIANA AVE STE 200, WINTER PARK, FL 32789
Gottschalk Crystal Secretary
1340 UNITY CT, CASSELBERRY, FL 32707
Kaplan Andrew PCOO
342 NEBRASKA AVE, LONGWOOD, FL 32750
Kaplan Harold J TCB
1133 LOUISIANA AVE STE 200, WINTER PARK, FL 32780

Map & Locations

1133 LOUISIANA AVE STE 200, WINTER PARK, FL 32789 View Map
PO BOX 941313, MAITLAND, FL 32794 (Mailing) View Map

Financials

Financial Information for United Financial Group, Inc.

Form 5500

UNITED FINANCIAL GROUP, INC.

1133 Loui, Winter Park, FL 32789 (407) 628-8444 EIN:59-2088743 Plan Admin:Andrew Kaplan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameUNITED FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,678,452 / $2,923,785 2023 UNITED FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 7 / 7 $2,678,452 / $2,923,785
2022 Plan NameUNITED FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,697,037 / $2,678,452 2022 UNITED FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 7 / 7 $2,697,037 / $2,678,452
2021 Plan NameUNITED FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,855,150 / $2,697,037 2021 UNITED FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 6 / 6 $2,855,150 / $2,697,037
2020 Plan NameUNITED FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,138,091 / $2,855,150 2020 UNITED FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 7 / 7 $2,138,091 / $2,855,150
2019 Plan NameUNITED FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,166,775 / $2,138,091 2019 UNITED FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 6 / 7 $2,166,775 / $2,138,091
Benefit & Retirement Plans based on Form 5500.
PPP Loans

UNITED FINANCIAL GROUP INC.

1133 Louisiana Ave, Winter Park, FL 32789-2343 Industry:Office Machinery and Equipment Rental and Leasing
Loan Date Approved Forgiven Lender Jobs
03/10/2021 Approved$66,600 Forgiven$66,764 LenderUnited Community Bank Jobs6 03/10/2021 $66,600 $66,764 United Community Bank 6
04/14/2020 Approved$83,076 Forgiven$83,815 LenderUnited Community Bank Jobs6 04/14/2020 $83,076 $83,815 United Community Bank 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Person/City Match:Gottschalk Crystal - Casselberry, FL
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Person/City Match:Kaplan Andrew - Longwood, FL
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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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