Walsh & Associates, LLC

Florida
Registered In
03/06/2013
Incorp. Date

Company Summary

Walsh & Associates, LLC at 2350 Fruitville Rd STE 201, Sarasota, FL 34237 lists Walsh Jr Joseph P and Walsh Michael J of Sarasota, FL as associates.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Florida Limited Liability Co.
Status
Active
EIN
46-2248652
Email
************@lpl.com
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Walsh Joseph P Registered Agent
2350 FRUITVILLE RD, SARASOTA, FL 34237
Walsh Jr Joseph P Managing Member
2350 FRUITVILLE RD, SARASOTA, FL 34237
Walsh Michael J Chie
2350 FRUITVILLE RD, SARASOTA, FL 34237
Walsh Joseph III Manager
2350 FRUITVILLE RD, SARASOTA, FL 34237
2350 FRUITVILLE RD STE 201, SARASOTA, FL 34237 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).

Walsh & Associates
Sarasota, FL

Financial Information for Walsh & Associates, LLC

Form 5500

WALSH & ASSOCIATES, LLC

2350 Fruitville Road, Suite 201, Sarasota, FL 34237 (815) 748-2130 EIN:46-2248652 Plan Admin:Joseph Walsh III
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$2,913,573 / $3,960,741 2023 WALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 13 / 14 $2,913,573 / $3,960,741
2022 Plan NameWALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,952,204 / $2,913,573 2022 WALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 13 / 13 $3,952,204 / $2,913,573
2021 Plan NameWALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,168,845 / $3,952,204 2021 WALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 13 / 13 $3,168,845 / $3,952,204
2020 Plan NameWALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,293,306 / $3,168,845 2020 WALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 11 / 11 $2,293,306 / $3,168,845
2019 Plan NameWALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,589,040 / $2,293,306 2019 WALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 9 / 10 $1,589,040 / $2,293,306
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WALSH & ASSOCIATES LLC

2350 Fruitville Road Suite 201, Sarasota, FL 34237
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$198,700 Forgiven$200,469 LenderCentennial Bank Jobs12 04/09/2020 $198,700 $200,469 Centennial Bank 12
PPP Loans based on Paycheck Protection Program.
Address Match:2350 Fruitville Rd Ste 201 Sarasota, FL
Walsh Family Holdings I, LLC Registered in Florida
Sarasota, FL View Report
Walsh Family Holdings II, LLC Registered in Florida
Sarasota, FL View Report
Walsh Family Holdings III, LLC Registered in Florida
Sarasota, FL View Report
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G. Walsh & Associates, LLC Registered in Missouri
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Address Match:2350 Fruitville Rd Sarasota, FL
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Core Insights Group, LLC Registered in North Carolina
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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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