Financial Harvest, LLC

Florida
Registered In
06/02/2005
Incorp. Date

Company Summary

Financial Harvest, LLC at 1091 W Morse Blvd STE 200, Winter Park, FL 32789 lists Witter Nancy K and Witter David A of Winter Park, FL as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Florida Limited Liability Co.
Status
Active
EIN
20-2935721
Website
Email
*****@financialharvest.com
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Witter David A Registered Agent
1091 W MORSE BLVD, WINTER PARK, FL 32789
Witter Nancy K Manager
2030 VERSAILLES AVE, WINTER PARK, FL 32789
Witter David A Manager
2030 VERSAILLES AVE, WINTER PARK, FL 32789
1091 W MORSE BLVD STE 200, WINTER PARK, FL 32789 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Crown of Life Advisors
Winter Park, FL Orlando, FL
Financial Harvest Wealth Advisors
Winter Park, FL

Financial Information for Financial Harvest, LLC

Form 5500

FINANCIAL HARVEST WEALTH ADVISORS, LLC

1091 West Morse Blvd STE 200, Winter Park, FL 32789 (407) 937-0707 EIN:20-2935721 Plan Admin:David Witter
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,374,293 / $1,856,744 2023 FINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST - Plan #001 8 / 8 $1,374,293 / $1,856,744
2022 Plan NameFINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,332,828 / $1,374,293 2022 FINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST - Plan #001 7 / 8 $1,332,828 / $1,374,293
2021 Plan NameFINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$909,214 / $1,332,828 2021 FINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST - Plan #001 7 / 7 $909,214 / $1,332,828
2020 Plan NameFINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$429,479 / $909,214 2020 FINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST - Plan #001 7 / 7 $429,479 / $909,214
2019 Plan NameFINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$227,923 / $429,479 2019 FINANCIAL HARVEST WEALTH ADVISORS, LLC RETIREMENT TRUST - Plan #001 6 / 6 $227,923 / $429,479
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL HARVEST, LLC

1091 W. Morse Blvd, Winter Park, FL 32789-3725
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$105,000 Forgiven$105,771 LenderOne Florida Bank Jobs7 04/07/2020 $105,000 $105,771 One Florida Bank 7
PPP Loans based on Paycheck Protection Program.
Address Match:1091 W Morse Blvd Ste 200 Winter Park, FL
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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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