Petros Financial Group LLC
Florida
Registered In
08/30/2010
Incorp. Date
Company Summary
Petros Financial Group LLC at 4655 Salisbury Rd STE 100, Jacksonville, FL 32256 lists Bajalia Jeannette of Jacksonville, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 27-3385903
- ****@firstcoastcpa.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
|
Sizemore Mark
Registered Agent
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6550 ST AUGUSTINE RD, JACKSONVILLE, FL 32217
|
|
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Bajalia Jeannette
Manager
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4655 SALISBURY RD, JACKSONVILLE, FL 32256
|
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4655 SALISBURY RD STE 100, JACKSONVILLE, FL 32256
View Map
|
Financial Information for Petros Financial Group LLC
Form 5500
PETROS ESTATE & RETIREMENT PLANNING, LLC
4655 Salisbury Road Suite 100, Jacksonville, FL 32256 (904) 824-5656 EIN:27-3385903 Plan Admin:Jeannette Bajalia| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$397,037 / $258,031 | 2022 | PETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $397,037 / $258,031 |
| 2021 | Plan NamePETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$407,409 / $397,037 | 2021 | PETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 6 | $407,409 / $397,037 |
| 2020 | Plan NamePETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$357,851 / $407,409 | 2020 | PETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 8 | $357,851 / $407,409 |
| 2019 | Plan NamePETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$208,587 / $357,851 | 2019 | PETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 10 | $208,587 / $357,851 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PETROS FINANCIAL GROUP
4655 Salisbury Rd Ste 100, Jacksonville, FL 32256-0958| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/04/2021 | Approved$130,156 Forgiven$130,940 LenderTruist Bank Jobs13 | 03/04/2021 | $130,156 | $130,940 | Truist Bank | 13 |
| 04/08/2020 | Approved$130,572 Forgiven$131,813 LenderTruist Bank Jobs13 | 04/08/2020 | $130,572 | $131,813 | Truist Bank | 13 |
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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